MARK DAVID BERRY
Financial Adviser · Chatswood, NSW
📚 Qualifications & Training
1987 - Bachelor of Economics - - Macquarie University
1994 - Fellow of the Institute of Actuaries of Australia - Professional Designations - Institute of Actuaries
2000 - Fellow of the Financial Services Institute of Australia - Professional Designations - FINSIA
2000 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Securities Institute
2011 - SMSF Specialist Advisor - - SPAA
2012 - Chartered Tax Adviser - - Tax Institute of Australia
2013 - Graduate Diploma of Tax - Graduate Diploma (AQF 8) - Tax Institute
2021 - Ethics and Professionalism in Financial Advice - Graduate Diploma (AQF 8) - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Financial Services Institute of Australasia
Institute of Actuaries of Australia
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.