Financial Adviser · BRISBANE CITY, QLD

Alec Berry

BRISBANE CITY, QLD

11 Years experience

Tax advice
authorised

ASIC Registered · ADV 001009300

Currently at

Engine Financial Services

Toowong, QLD (firm address)

View firm profile

About Alec Berry

Alec Berry is a financial adviser based in Brisbane City, Queensland, with 11 years of experience in the financial services industry since 2015. Alec is currently authorised under Beryllium Advisers, operating through Engine Financial Services. Alec holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Alec's qualifications include a Bachelor of Commerce (Finance & Accounting) from The University of Queensland. Alec is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2012

Bachelor of Commerce (Finance & Accounting)

The University of Queensland

2013

Diploma of Financial Planning

Kaplan Professional

2015

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Professional

2020

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

Registration History

Beryllium Advisers Pty Ltd

Feb 2024 - Present Current

Mgd Wealth Ltd

May 2016 - Jun 2022 Ceased

MacQuarie Equities Limited

Jun 2015 - Apr 2016 Ceased

Source: ASIC Financial Advisers Register