Mark David Berry – Financial Adviser

Adviser identifying number: 1005864
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2002

Name of the licence holder: BERRY ACTUARIAL PLANNING PTY LTD
Licence number: 237993
Licensee’s ABN: 79101271952
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/01/2004
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: BERRY ACTUARIAL PLANNING PTY LTD
Authorised Representative identifying number: 237993
Authorised Representative’s ABN: 79101271952

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 Economics – Macquarie University
• Chartered Tax Adviser – Tax Institute of Australia
• SMSF Specialist Advisor – SPAA

Relevant memberships of professional bodies or industry associations:

• Financial Services Institute of Australasia
• Institute of Actuaries of Australia

Mark David Berry is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic 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