Financial Adviser
· ORANGE, NSW
Bernard Charles Perkins
No disciplinary history on record with ASIC
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000341896
Bernard Charles Perkins is a financial adviser based in Orange, New South Wales, with 17 years of experience in the financial services industry. Bernard is currently authorised under Minchin Moore Private Wealth Pty Ltd. Bernard 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 Business from University of Technology, Sydney. Bernard is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Foreign Exchange
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1997
Bachelor of Business
University of Technology, Sydney
2002
Graduate Diploma of Applied Finance and Investment (Historical SIA/FINSIA)
Kaplan Higher Education Pty Limited
2004
Diploma of Financial Services
Australian Financial Markets Association
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education