Mark David Berry
Financial Adviser in Chatswood, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001005864
- Location
- Chatswood NSW 2067
- Licensee
- Berry Actuarial Planning Pty Ltd (AFSL 237993)
- Authorised since
- 1 January 2004
- First provided advice
- 2002
- Qualifications
- Bachelor of Economics, Macquarie University (1987); Fellow of the Institute of Actuaries of Australia, Institute of Actuaries (1994); Fellow of the Financial Services Institute of Australia, FINSIA (2000); Graduate Diploma in Financial Planning, Securities Institute (2000); SMSF Specialist Advisor, SPAA (2011); Chartered Tax Adviser, Tax Institute of Australia (2012); Graduate Diploma of Tax, Tax Institute (2013); Ethics and Professionalism in Financial Advice, Kaplan Professional (2021)
- Memberships
- Financial Advice Association of Australia (FAAA); Financial Services Institute of Australasia; Institute of Actuaries 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Mark David Berry
Mark David Berry is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Chatswood, New South Wales (adviser number 001005864).
Mark provides advice as an authorised representative of Berry Actuarial Planning Pty Ltd, which holds Australian financial services licence 237993. The current authorisation started on 1 January 2004.
According to the register, Mark first provided financial advice in 2002. The qualifications listed for Mark include Bachelor of Economics (Macquarie University, 1987), Fellow of the Institute of Actuaries of Australia (Institute of Actuaries, 1994) and Fellow of the Financial Services Institute of Australia (FINSIA, 2000). Professional memberships recorded: Financial Advice Association of Australia (FAAA), Financial Services Institute of Australasia and Institute of Actuaries of Australia.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Mark David Berry a registered financial adviser?
Yes. Mark David Berry is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001005864.
Which licensee does Mark David Berry work under?
Berry Actuarial Planning Pty Ltd, Australian financial services licence 237993.
What can Mark David Berry 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.