Financial Adviser
· CHATSWOOD, NSW
Mark David Berry
No disciplinary history on record with ASIC
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001005864
Mark David Berry is a financial adviser based in Chatswood, New South Wales, with 24 years of experience in the financial services industry. Mark is currently authorised under Berry Actuarial Planning Pty Ltd. Mark holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Economics from Macquarie University. Mark is a member of Financial Advice Association of Australia (FAAA), Financial Services Institute of Australasia and Institute of Actuaries of Australia.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1987
Bachelor of Economics
Macquarie University
1994
Fellow of the Institute of Actuaries of Australia
Institute of Actuaries
2000
Fellow of the Financial Services Institute of Australia
FINSIA
2000
Graduate Diploma in Financial Planning
Securities Institute
2011
SMSF Specialist Advisor
SPAA
2012
Chartered Tax Adviser
Tax Institute of Australia
2013
Graduate Diploma of Tax
Tax Institute
2021
Ethics and Professionalism in Financial Advice
Kaplan Professional