Bernard Charles Perkins
Financial Adviser in Orange, New South Wales, Australia
Review Bernard Charles Perkins
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000341896
- Location
- Orange NSW 2800
- Licensee
- Minchin Moore Private Wealth Pty Ltd (AFSL 480194)
- Authorised since
- 1 February 2016
- First provided advice
- 2009
- Qualifications
- Bachelor of Business, University of Technology, Sydney (1997); Graduate Diploma of Applied Finance and Investment (Historical SIA/FINSIA), Kaplan Higher Education Pty Limited (2002); Diploma of Financial Services, Australian Financial Markets Association (2004); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2019)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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, foreign exchange contracts
- Tax (financial) advice
- Yes
- Register status
- Current
About Bernard Charles Perkins
Bernard Charles Perkins is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Orange, New South Wales (adviser number 000341896).
Advice is given under the Australian financial services licence of Minchin Moore Private Wealth Pty Ltd, licence number 480194. The current authorisation started on 1 February 2016.
The register records 2009 as the year Bernard first provided financial advice. The qualifications listed for Bernard include Bachelor of Business (University of Technology, Sydney, 1997), Graduate Diploma of Applied Finance and Investment (Historical SIA/FINSIA) (Kaplan Higher Education Pty Limited, 2002) and Diploma of Financial Services (Australian Financial Markets Association, 2004). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Bernard is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 11 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Bernard Charles Perkins here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Bernard Charles Perkins a registered financial adviser?
Yes. Bernard Charles Perkins is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000341896.
Which licensee does Bernard Charles Perkins work under?
Minchin Moore Private Wealth Pty Ltd, Australian financial services licence 480194.
What can Bernard Charles Perkins 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; foreign exchange contracts.