Financial Adviser · BRISBANE, QLD

Phoebe Jane Bergh

BRISBANE, QLD
Tax advice
authorised
ASIC Registered · ADV 001322353
Currently at
Brisbane, QLD (firm address)

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

Registration History

Jul 2026 - Present Current

Source: ASIC Financial Advisers Register