ALEC BERRY

Financial Adviser ยท South Brisbane, QLD

Registered

Registration Number

001009300

Registration Status

Registered

Location

South Brisbane, QLD 4101

Providing Advice Since

2015

Registration Date

17/05/2016

Financial Services Licensee

MGD WEALTH LTD

Licence #000222600

๐Ÿ“š Qualifications & Training

2012 - Bachelor of Commerce (Finance & Accounting) - Bachelor Degree (AQF 7) - The University of Queensland
2013 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
2015 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)

โ„น๏ธ 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.