Nicholas Berry – Financial Adviser
Adviser identifying number: 443689
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2013
Name of the licence holder: INTEGRITY FINANCIAL PLANNERS PTY. LTD.
Licence number: 225051
Licensee’s ABN: 71069537855
Licence controlled by:
The date the Financial Adviser commenced the appointment: 13/08/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: INTEGRITY FINANCIAL PLANNERS PTY. LTD.
Authorised Representative identifying number: 225051
Authorised Representative’s ABN: 71069537855
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- Bachelor of Commerce (Financial Planning & Finance) – Deakin University
- Certificate IV in Finance & Mortgage Broking – Kaplan
- Diploma of Finance and Mortage Broking – Kaplan
Relevant memberships of professional bodies or industry associations:
Nicholas Berry is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Deposit & Payment Products – Non-Cash Deposit Products
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility