MARK DAVID BERRY


Licensee: BERRY ACTUARIAL PLANNING PTY LTD

MARK DAVID BERRY (Adviser# 001005864) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is January 1, 2004.

Adviser Overview

Register Name Financial Advisers
Adviser Name MARK DAVID BERRY
Adviser Number 001005864
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2002
Financial Service (AFS) Licence Licence# 000237993
BERRY ACTUARIAL PLANNING PTY LTD
Licence ABN 79101271952
Adviser Start Date 2004-01-01
Appointing Representative Name BERRY ACTUARIAL PLANNING PTY LTD
Appointing Representative Number 000237993
Appointing Representative ABN 79101271952
Memberships Financial Services Institute of Australasia
Institute of Actuaries of Australia

Authorisations to provide financial product advice

  • MARK DAVID BERRY
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Economics Macquarie University
Chartered Tax Adviser Tax Institute of Australia
SMSF Specialist Advisor SPAA

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000237993 BERRY ACTUARIAL PLANNING PTY LTD 2004-01-01 - BERRY ACTUARIAL PLANNING PTY LTD

Licensee Information

Licence Name BERRY ACTUARIAL PLANNING PTY LTD
Licence Number 000237993
Licence ABN 79101271952

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
PENELOPE MARGARET BUTLER Berry Actuarial Planning Pty Ltd Current 2017-07-31
DINH MANH TOAN DOAN Berry Actuarial Planning Pty Ltd Current 2015-03-30
ANTHONY DERYL STREET Berry Actuarial Planning Pty Ltd Current 2011-11-11
NICOLE MAREE RAFFIN Berry Actuarial Planning Pty Ltd Current 2011-05-09
JACQUELINE ANNE RANDALL Berry Actuarial Planning Pty Ltd Current 2004-09-25

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
PENELOPE MARGARET BUTLER Berry Actuarial Planning Pty Ltd Current 2017-07-31
DINH MANH TOAN DOAN Berry Actuarial Planning Pty Ltd Current 2015-03-30
ANTHONY DERYL STREET Berry Actuarial Planning Pty Ltd Current 2011-11-11
NICOLE MAREE RAFFIN Berry Actuarial Planning Pty Ltd Current 2011-05-09
JACQUELINE ANNE RANDALL Berry Actuarial Planning Pty Ltd Current 2004-09-25

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Dataset Information


Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.