Financial Adviser · NEUTRAL BAY, NSW

Dominique Bergel-grant

22 Years experience
Tax advice
authorised
ASIC Registered · ADV 000283596

Dominique Bergel-grant is a financial adviser based in Neutral Bay, New South Wales, with 22 years of experience in the financial services industry. Dominique is currently authorised under Lifespan Financial Planning Pty Ltd. Dominique 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 (Economics and Marketing) from University of Sydney. Dominique is a member of Financial Advice Association of Australia (FAAA) and Mortgage & Finance Association of Australia.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2002
Bachelor of Economics (Economics and Marketing)
University of Sydney
2004
Diploma of Financial Services (Financial Planning)
Kaplan
2010
Margin Lending and Geared Investments
Kaplan
2011
Self Managed Superannunation Funds
Kaplan
2013
Diploma of Finance and Mortgage Broking Management
Kaplan

Registration History

Jan 2024 - Present Current
A.C.N. 603 037 510 PTY LTD
Mar 2019 - Jan 2024 Ceased
MYONLINEADVISERS PTY LTD
Jun 2018 - Mar 2019 Ceased
DOVER FINANCIAL ADVISERS PTY LTD
Feb 2018 - Jun 2018 Ceased
SECURITOR FINANCIAL GROUP PTY LIMITED
May 2011 - Feb 2018 Ceased
Jan 2004 - May 2011 Ceased

Source: ASIC Financial Advisers Register