Russell Vincent Berriman – Financial Adviser
Adviser identifying number: 255901
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2001
Name of the licence holder: SENTRY FINANCIAL SERVICES PTY LTD
Licence number: 286786
Licensee’s ABN: 30113531034
Licence controlled by: SENTRY GROUP PTY LTD
The date the Financial Adviser commenced the appointment: 30/06/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: KH FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 1243717
Authorised Representative’s ABN:
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:
- Advanced Diploma of Financial Services (Financial Planning) – Kaplan Education Pty Ltd
- Bachelor of Business (Accounting) – WA College of Advanced Education
- Certified Practising Accountant – CPA Australia
Relevant memberships of professional bodies or industry associations:
- CPA Australia (CPA)
- Financial Planning Association of Australia (FPA)
Russell Vincent Berriman 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