Financial Adviser
· BALCATTA, WA
Gordon Berriman
No disciplinary history on record with ASIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001304616
Gordon Berriman is a financial adviser based in Balcatta, Western Australia, with 23 years of experience in the financial services industry. Gordon is currently authorised under Privest Licensee Services Pty Ltd. Gordon 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 Graduate Diploma of Financial Planning from Charles Sturt University.
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
2018
Diploma of Financial Services (Financial Planning)
Monorch Institute
2022
Graduate Diploma of Financial Planning
Charles Sturt University
2023
Commercial Law
Kaplan Professional