AIME DENISE BERG

Financial Adviser · Warrnambool, VIC

Registered

Registration Number

001266604

Registration Status

Registered

Location

Warrnambool, VIC 3280

Providing Advice Since

2011

Registration Date

18/03/2022

Financial Services Licensee

FORTNUM PRIVATE WEALTH LTD

Licence #000357306

📚 Qualifications & Training

2010 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Deakin University
2022 - Accredited Listed Product Adviser Program - Other - Kaplan
2025 - SMSF Specialist Advisor (SSA) - Other - SMSF Association

🏢 Professional Memberships

SMSF Association

ℹ️ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.