Dominique Bergel-Grant
Financial Adviser in Neutral Bay, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000283596
- Location
- Neutral Bay NSW 2089
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 19 January 2024
- First provided advice
- 2004
- Qualifications
- Bachelor of Economics (Economics and Marketing), University of Sydney (2002); Diploma of Financial Services (Financial Planning), Kaplan (2004); Margin Lending and Geared Investments, Kaplan (2010); Self Managed Superannunation Funds, Kaplan (2011); Diploma of Finance and Mortgage Broking Management, Kaplan (2013)
- Memberships
- Financial Advice Association of Australia (FAAA); Mortgage & Finance Association of Australia
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Dominique Bergel-Grant
Dominique Bergel-Grant is a financial adviser in Neutral Bay, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000283596.
The licensee Dominique advises under is Lifespan Financial Planning Pty Ltd (AFS licence 229892). That authorisation dates from 19 January 2024.
The register records 2004 as the year Dominique first provided financial advice. Qualifications and training on file include Bachelor of Economics (Economics and Marketing) (University of Sydney, 2002), Diploma of Financial Services (Financial Planning) (Kaplan, 2004) and Margin Lending and Geared Investments (Kaplan, 2010). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and Mortgage & Finance Association of Australia.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Dominique Bergel-Grant a registered financial adviser?
Yes. Dominique Bergel-Grant is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000283596.
Which licensee does Dominique Bergel-Grant work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Dominique Bergel-Grant 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.