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Berry Actuarial Planning Pty ltd

AFS License Number
237993
Name
Berry Actuarial Planning Pty ltd
ABN/ACN/ARBN
79101271952
Licensee issued
Jan. 1, 2004
Address
Chatswood, 2067, NSW

Licence conditions

This licence authorises the licensee to carry on a financial services business to:
provide financial product advice for the following classes of financial products:
deposit and payment products limited to:
basic deposit products;
deposit products other than basic deposit products;
debentures, stocks or bonds issued or proposed to be issued by a government;
life products including:
investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
interests in managed investment schemes including:
investor directed portfolio services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities;
standard margin lending facility; and
superannuation; and
deal in a financial product by:
applying for, acquiring, varying or disposing of a financial product on behalf of another person in respect of the following classes of products:
deposit and payment products limited to:
basic deposit products;
deposit products other than basic deposit products;
debentures, stocks or bonds issued or proposed to be issued by a government;
life products including:
investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
interests in managed investment schemes including:
investor directed portfolio services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities;
standard margin lending facility; and
superannuation;
to retail and wholesale clients.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Alexander Sterligov2018Bachelor of Actuarial Studies - University of New South Wales ~ Bachelor of Commerce (Finance) - University of New South Wales ~ Diploma of Financial Planning - Kaplan Professional
 Anthony Deryl Street2011Diploma of Financial Services (Financial Planning) - KAPLAN ~ Fellow of the Financial Services Institute of Australia - FINSIA ~ Fellow of the Institute of Actuaries of Australia - Institute of Actuaries ~ Master of Economics - Macquarie University
 Dinh Manh Toan Doan2015Diploma of Financial Planning - Kaplan Professional ~ Master of Actuarial Practices - Macquarie University
 Mark David Berry2002Bachelor of Economics - Macquarie University ~ Chartered Tax Adviser - Tax Institute of Australia ~ SMSF Specialist Advisor - SPAA
 Nicole Maree Raffin2011Bachelor of Economics - Macquarie University
 Penelope Margaret Butler2017Bachelor of Commerce (Economics and Finance) - The University of Sydney ~ Bachelor of Engineering (Civil Engineering) Honours Class I - The University of Sydney ~ Diploma of Financial Planning - Kaplan ~ Fellow of the Institute of Actuaries of Australia - Actuaries Institute