Alexander William Berlee
Financial Adviser in North Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000248337
- Location
- North Sydney NSW 2060
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 1 January 2004
- First provided advice
- 1997
- Qualifications
- Bachelor of Economics, University of New England (1995); 8 unit Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2000); Accredited Listed Product Adviser (ASX ALPA) Program, Kaplan Higher Education Pty Limited (2019); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2020)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Alexander William Berlee
Alexander William Berlee is listed on ASIC’s Financial Advisers Register as a current financial adviser based in North Sydney, New South Wales (adviser number 000248337).
The licensee Alexander advises under is Akumin Financial Planning Pty Limited (AFS licence 232706). The current authorisation started on 1 January 2004.
According to the register, Alexander first provided financial advice in 1997. Qualifications and training on file include Bachelor of Economics (University of New England, 1995), 8 unit Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 2000) and Accredited Listed Product Adviser (ASX ALPA) Program (Kaplan Higher Education Pty Limited, 2019).
Alexander is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Alexander William Berlee a registered financial adviser?
Yes. Alexander William Berlee is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000248337.
Which licensee does Alexander William Berlee work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Alexander William Berlee give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."