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Beryllium Advisers Pty ltd

AFS License Number
528250
Name
Beryllium Advisers Pty ltd
ABN/ACN/ARBN
30646510769
Licensee issued
May 3, 2021
Address
Toowong, 4066, QLD

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 Jeffrey Colefax2006Bachelor of Commerce (Financial Planning and Investments) - Griffith University ~ Certificate IV in Finance and Mortgage Broking - Kaplan Professional
 Beau C Flanders2018Diploma of Financial Planning - Mentor Education ~ Self Managed Super Fund Adviser - Mentor Education
 Benjamin James Collins2015Advanced Diploma of Financial Planning (Qualification) - Monarch Institute ~ Diploma of Financial Planning - Monarch Institute
 Conaill Dominic Keniry2015Bach. Commerce - Uni Southern Queensland ~ Diploma of Financial Planning - Monarch Institute
 Jessica Casey Curtis2015Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - TAFE NSW - Sydney Insitute ~ Master of Financial Planning - Kaplan Professional
 Joshua John Hampton2010Advanced Diploma of Financial Planning - Mentor Education ~ Bachelor of Commerce - Griffith University ~ Diploma of Financial Services (Financial Planning) - Mentor Education / RG146 ~ Self Managed Superannuation Funds - Kaplan Professional
 Kha Han Nguyen2012Advanced Diploma of Financial Planning - Advice Education ~ Bachelor of Commerce (Finance) - Monash University ~ Diploma of Financial Services (Financial Planning) - Advice Education ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Self Managed Superannuation Funds - Mentor Education
 Kim Holmes Wood2009Diploma of Financial Services (Financial Planning) - Tribeca (Kaplan Professional) ~ Graduate Certificate in Financial Planning - Griffith University
 Lindy Anne Walker1991Accredited Aged Care Professional - Aged Care Steps ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Royal Melbourne Institute of Technology (RMIT) ~ Self Managed Superannuation Funds - Terra Cordis
 Luke Anthony Morris2018Bachelor of Commerce (Financial Planning) - UNE ~ Diploma of Financial Planning - Monarch Institute
 Meri Tungate2006Bachelor of Economics - Macquarie University ~ Certificate of Public Practice - CPA Australia ~ Certified Practising Accountant - CPA Australia ~ Financial Planning Specialist - CPA Australia ~ SMSF Specialist Advisor - SPAA
 Mina Nguyen2014Advanced Diploma of Financial Planning - International Institute of Technology Pty Ltd (IIT) ~ Diploma of Financial Planning - International Institute of Technology Pty Ltd (IIT) ~ Financial Planning - Kaplan Proffessional ~ Margin Lending - Mentor Education ~ SMSF - Mentor Education
 Peter Timothy Carey2003ASX Listed Products Accreditation Course (LPAC) - LPAC Online ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Certificate in Finance - Charles Sturt University ~ SPAA Specialist Accreditation Program (SSA) - SMSF Association
 Rebecca Anne Dillon-hensby2014Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - Monarch Institute