Download this database for offline use

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
 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
 Luke Anthony Morris2018Diploma 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
 Rebecca Anne Dillon-hensby2014Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - Monarch Institute