Financial Adviser
· BRISBANE CITY, QLD
Alec Berry
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001009300
Alec Berry is a financial adviser based in Brisbane City, Queensland, with 11 years of experience in the financial services industry. Alec is currently authorised under Beryllium Advisers Pty Ltd. Alec 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 Commerce (Finance & Accounting) from The University of Queensland. Alec 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
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2012
Bachelor of Commerce (Finance & Accounting)
The University of Queensland
2013
Diploma of Financial Planning
Kaplan Professional
2015
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register