Adrian Berkeley Financial Planner Report

Name:
Adrian Joseph Berkeley

Rep Number:
000260293

Status:
Current

First Advice:
1990

Disciplinary action:
No action

Most Recent Role:
2015-11-02 onwards

Location:
Toowong, , QLD, 0

Licensee
Name:

Number:
000449221

ABN:
93 161 647 007

Controlled By:

Appointed By
Name:
Financial Advice Matters Group Pty Ltd

Licence Number:
001234989

ABN:
11 605 631 598

May advise on following product areas:
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Financial Planning Association
Diploma of Financial Planning
Kaplan Professional
Margin Lending and Geared Investments
Kaplan Professional
Mortgage Broking

Memberships
Association of Financial Advisers (AFA)