Financial Adviser
· BRISBANE, QLD
Phoebe Jane Bergh
No disciplinary history on record with ASIC
BRISBANE,
QLD
Tax advice
authorised
authorised
ASIC Registered · ADV 001322353
About Phoebe Jane Bergh
Phoebe Jane Bergh is a financial adviser based in Brisbane, Queensland. Phoebe is currently authorised under BDO Private Wealth Advisers. Phoebe holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Phoebe's qualifications include a Bachelor of Business (Accounting) from Queensland University of Technology. Phoebe 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
Authorised to provide tax financial advice services
Qualifications and Training
2025
Bachelor of Business (Accounting)
Queensland University of Technology
2025
Bachelor of Business (Financial Planning)
Queensland University of Technology
2025
Business Law and Governance
Queensland University of Technology
2025
Corporations Law
Queensland University of Technology
2025
Law of Business Entities
Queensland University of Technology
2025
Taxation
Queensland University of Technology