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
 Alec Berry 2015 Advanced Diploma of Financial Planning - Kaplan ~ Bachelor of Commerce (Finance and Accounting) - University of Queensland ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Alexander Jeffrey Colefax 2006 Bachelor of Commerce (Financial Planning and Investments) - Griffith University ~ Certificate IV in Finance and Mortgage Broking - Kaplan Professional
 Andrew Rankin 2018 Diploma of Financial Planning - Monarch Institute ~ SMSF Accreditation - Super Concepts
 Ashley Bishop 2014 Advanced Diploma of Financial Planning - Kaplan Professional ~ Certificate IV in Finance and Mortgage Broking - Kaplan Professional ~ Certified Financial Planner - FPA ~ Diploma of Financial Planning - Kaplan Professional ~ Ethics & Professionalism in Financial Advice - Kaplan
 Beau C Flanders 2018 Diploma of Financial Planning - Mentor Education ~ Self Managed Super Fund Adviser - Mentor Education
 Benjamin James Collins 2015 Advanced Diploma of Financial Planning (Qualification) - Monarch Institute ~ Diploma of Financial Planning - Monarch Institute
 Benjamin Kane Hornsey 2016 Advanced Diploma Financial Planning FNS60410 - Kaplan Professional ~ Diploma Financial Planning FNS50611 - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional ~ Provide advice in Margin Lending - Kaplan Professional
 Brittany May Collins 2018 Advanced Diploma of Financial Planning - Kaplan ~ Bachelor of Arts - Monash University ~ Diploma of Financial Planning - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan
 Callum Joseph Glasby 2007 Accredited Listed Product Adviser Program - Kaplan Professional ~ Advanced Diploma Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Commerce (Finance) - University of Southern Queensland ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Super Funds - Kaplan Professional
 Conaill Dominic Keniry 2015 Bach. Commerce - Uni Southern Queensland ~ Diploma of Financial Planning - Monarch Institute
 Daniel Micevski 2018 Bachelor of Finance majoring in Financial Planning & Finance - LaTrobe University ~ Self Managed Superannuation Funds - Financial Education Professionals
 David Rowland Lang 2023 BACHELOR OF COMMERCE - DEAKIN UNIVERSITY
 Dion Richardson 2008 ASX Accredited Listed Products Adviser (ALPA) Program - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan ~ Masters of Financial Planning - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan
 Jessica Casey Curtis 2015 Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - TAFE NSW - Sydney Insitute ~ Master of Financial Planning - Kaplan Professional
 Joshua Colin Stewart 2011 Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending/Gearing SMSF - Kaplan ~ Master of Applied Finance - Kaplan ~ SMSF Specialist Adviser - Kaplan Professional
 Joshua John Hampton 2010 Advanced 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 Nguyen 2012 Advanced 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
 Leigh Smith 2015 Bachelor of Commerce - Griffith University ~ Cavendish & ICFS Specialist SMSF Course - The University of Adelaide ~ Certified Practicing Accountants - CPA Australia ~ Margin Lending Accreditation Program - Stockbrokers Association of Australia (Deakin) ~ Master of Business - University of Southern Queensland
 Luke Anthony Morris 2018 Bachelor of Commerce (Financial Planning) - UNE ~ 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
 Mina Nguyen 2014 Advanced 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 Carey 2003 ASX 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
 Rachael Anne Yurko 2009 Ethics and Professionalism in Financial Advice - Kaplan ~ Life Insurance - Mentor Education ~ Master of Financial Planning - Kaplan Professional ~ Superannuation and Retirement Planning - Kaplan
 Ramon-paolo Bautista 2016 Bachelor of Applied Science (Computer Science) - RMIT ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Self Managed Superannuation Fund Adviser (Personal Advice) - Mentor Education
 Rebecca Anne Dillon-hensby 2014 Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - Monarch Institute
 Sahil Bhuller 2016 Advanced Diploma of Financial Planning - Monarch Institute ~ Commercial Law - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan ~ Masters of Financial Planning - Kaplan ~ Tier 1 Securities - Personal Advice - Kaplan Professional
 Samuel Wakefield 2012 Accredited Listed Product Adviser Program - Kaplan ~ Advanced Diploma of Financial Planning - Kaplan ~ Bachelor of Commerce (Economics) - Griffith University ~ Diploma of Financial Services - Kaplan ~ Self Managed Superannation Funds - Kaplan
 Yoong Fat Wong Hoy Yuen 2014 Bachelor of Business (Banking and Finance) - Victoria University ~ Diploma of Finance and Mortgage Broking Management - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan