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
| Name | First provided advice | Qualification and trainings |
|---|---|---|
| Benjamin James Collins | 2015 | Advanced Diploma of Financial Planning (Qualification) - Monarch Institute ~ Diploma of Financial Planning - Monarch Institute |
| Conaill Dominic Keniry | 2015 | Bach. Commerce - Uni Southern Queensland ~ Diploma of Financial Planning - Monarch Institute |
| Luke Anthony Morris | 2018 | Diploma of Financial Planning - Monarch Institute |
| Meri Tungate | 2006 | Bachelor of Economics - Macquarie University ~ Certificate of Public Practice - CPA Australia ~ Certified Practising Accountant - CPA Australia ~ Financial Planning Specialist - CPA Australia ~ SMSF Specialist Advisor - SPAA |
| Rebecca Anne Dillon-hensby | 2014 | Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - Monarch Institute |