Adrian Joseph Berkeley – Financial Adviser
Adviser identifying number: 260293
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1990
Name of the licence holder: ALLIANCE WEALTH PTY LTD
Licence number: 449221
Licensee’s ABN: 93161647007
Licence controlled by: CENTREPOINT WEALTH PTY LTD
The date the Financial Adviser commenced the appointment: 02/11/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FINANCIAL ADVICE MATTERS GROUP PTY LTD
Authorised Representative identifying number: 1234989
Authorised Representative’s ABN: 11605631598
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:
- Diploma of Financial Planning – Financial Planning Association
- Margin Lending and Geared Investments – Kaplan Professional
- Mortgage Broking – Kaplan Professional
Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)
Adrian Joseph Berkeley is authorised to provide advices on following 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