Justin Bergman

Name
Justin Bergman
ID
1289157
ABN
First Provided Advice
2021

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • 1996 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Melbourne
  • 1998 - Graduate Diploma in Applied Finance & Investment - Graduate Diploma (AQF 8) - Securities Institute of Australia
  • 2000 - ADA Level 2 - Professional Designations - ASX
  • 2018 - Chartered Financial Analyst - Professional Designations - CFA institute
  • 2019 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

  • Chartered Financial Analyst Institute (CFA Institute)

Licencee

Status
Ceased
Licence Holder
Mutual Trust Pty Ltd (#234590)
Commenced
June 24, 2021
Ceased
Aug. 18, 2023