Financial Adviser · WARRNAMBOOL, VIC

Aime Denise Berg

WARRNAMBOOL, VIC
15 Years experience
Tax advice
authorised
ASIC Registered · ADV 001266604
Practice
Warrnambool, VIC (practice address on ASIC register)
Licensed through Spark Advisors Australia

About Aime Denise Berg

Aime Denise Berg is a financial adviser based in Warrnambool, Victoria, with 15 years of experience in the financial services industry since 2011. Aime works at FM Mahar Financial Planning, which is licensed through Spark Advisors Australia. Aime holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Aime's qualifications include a Bachelor of Commerce from Deakin University. Aime is a member of SMSF Association.

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

2010
Bachelor of Commerce
Deakin University
2022
Accredited Listed Product Adviser Program
Kaplan
2025
SMSF Specialist Advisor (SSA)
SMSF Association

Registration History

Mar 2025 - Present Current
Mar 2022 - Mar 2025 Ceased
Aug 2018 - Feb 2022 Ceased
Aug 2013 - Aug 2018 Ceased
Oct 2011 - Aug 2018 Ceased

Source: ASIC Financial Advisers Register