Alexander Berlee Financial Planner Report

Name:
Alexander William Berlee

Rep Number:
000248337

Status:
Current

First Advice:
1997

Disciplinary action:
No action

Most Recent Role:
2004-01-01 onwards

Licensee
Name:

Number:
000232706

ABN:
89 051 208 327

Controlled By:

Appointed By
Name:
AMP Financial Planning Pty Limited

Licence Number:
000232706

ABN:
89 051 208 327

May advise on following product areas:
Non-basic Deposit Products
Derivatives
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
MDA Services
Standard Margin Lending Facility
Retirement Savings Account Products
Superannuation

Qualifications
University of New England
Bachelor of Economics
FPA & Deakin University
Diploma of Financial Planning

Memberships
CFP - Certified Financial Planner (FPA)
Financial Planning Association of Australia (FPA)