BERRY ACTUARIAL PLANNING PTY LTD


Address: Epping, NSW 2121, Australia

BERRY ACTUARIAL PLANNING PTY LTD (Licence# 000237993) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is January 1, 2004.

Service Overview

Register Name AFS Licence
Licence Name BERRY ACTUARIAL PLANNING PTY LTD
Licence Number 000237993
Licence ABN 79101271952
Issue Date 2004-01-01
Locality EPPING
State NSW
Postcode 2121
Country Australia

Licence condition

This licence authorises the licensee to carry on a financial services business to:
  • provide financial product advice for the following classes of financial products:
    • deposit and payment products limited to:
      • basic deposit products;
    • deposit products other than basic deposit products;
    • debentures, stocks or bonds issued or proposed to be issued by a government;
    • life products including:
      • investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
      • life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
    • interests in managed investment schemes including:
      • investor directed portfolio services;
      • retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
      • securities;
      • standard margin lending facility; and
      • superannuation; and
  • deal in a financial product by:
    • applying for, acquiring, varying or disposing of a financial product on behalf of another person in respect of the following classes of products:
      • deposit and payment products limited to:
        • basic deposit products;
      • deposit products other than basic deposit products;
      • debentures, stocks or bonds issued or proposed to be issued by a government;
      • life products including:
        • investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
        • life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
      • interests in managed investment schemes including:
        • investor directed portfolio services;
        • retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
        • securities;
        • standard margin lending facility; and
        • superannuation;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
001256993 PENELOPE MARGARET BUTLER Current 2017-07-31
001005860 DINH MANH TOAN DOAN Current 2015-03-30
001005861 ANTHONY DERYL STREET Current 2011-11-11
001005862 NICOLE MAREE RAFFIN Current 2011-05-09
001005764 JOHN ELLIS Ceased 2010-06-10
001009131 XIAOHUA WU Ceased 2008-09-01
001005863 JACQUELINE ANNE RANDALL Current 2004-09-25
001005864 MARK DAVID BERRY Current 2004-01-01

Office Location

Locality EPPING
State NSW
Postcode 2121
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
HANY ABDEL-SAYED & CO PTY LTD 2016-06-24 Epping, NSW 2121, Australia
ZEN CAPITAL MANAGEMENT PTY LTD 2012-04-17 Epping, NSW 2121, Australia
UNIQUE ADVISERS PTY LTD 2008-08-27 North Epping, NSW 2121, Australia
BAPTIST FINANCIAL SERVICES AUSTRALIA LIMITED 2007-06-18 Epping, NSW 2121, Australia
NORTHHAVEN FINANCIAL MANAGEMENT PTY LIMITED 2004-03-01 Epping, NSW 2121, Australia
BRUCE CHIENE PTY LTD 2004-02-01 Epping, NSW 2121, Australia
ENDEAVOUR INSURANCE BROKING GROUP PTY LTD 2004-02-01 Epping, NSW 2121, Australia
INTERCHARGE PTY LTD 2004-01-01 Epping, NSW 2121, Australia

Financial services with the same locality

Service Name Issue Date Locality
HANY ABDEL-SAYED & CO PTY LTD 2016-06-24 Epping, NSW 2121, Australia
ZEN CAPITAL MANAGEMENT PTY LTD 2012-04-17 Epping, NSW 2121, Australia
BAPTIST FINANCIAL SERVICES AUSTRALIA LIMITED 2007-06-18 Epping, NSW 2121, Australia
NORTHHAVEN FINANCIAL MANAGEMENT PTY LIMITED 2004-03-01 Epping, NSW 2121, Australia
BRUCE CHIENE PTY LTD 2004-02-01 Epping, NSW 2121, Australia
ENDEAVOUR INSURANCE BROKING GROUP PTY LTD 2004-02-01 Epping, NSW 2121, Australia
INTERCHARGE PTY LTD 2004-01-01 Epping, NSW 2121, Australia

Competitor

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Postal Code 2121

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Dataset Information


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

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Services 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.