Robert William Berry
Financial Adviser in Ballina, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000305343
- Location
- Ballina NSW 2478
- Licensee
- Madison Financial Group Pty Ltd (AFSL 246679)
- Authorised since
- 16 November 2021
- First provided advice
- 2006
- Qualifications
- Bachelor of Business, Southern Cross University (1995); Diploma of Financial Services, Finsia (2007); Margin Lending and Geared Investments, Kaplan Professional (2010); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Professional (2020)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, 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 Robert William Berry
Robert William Berry is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Ballina, New South Wales (adviser number 000305343).
The licensee Robert advises under is Madison Financial Group Pty Ltd (AFS licence 246679). That authorisation dates from 16 November 2021.
The register records 2006 as the year Robert first provided financial advice. Qualifications and training on file include Bachelor of Business (Southern Cross University, 1995), Diploma of Financial Services (Finsia, 2007) and Margin Lending and Geared Investments (Kaplan Professional, 2010). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, 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 Robert William Berry a registered financial adviser?
Yes. Robert William Berry is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000305343.
Which licensee does Robert William Berry work under?
Madison Financial Group Pty Ltd, Australian financial services licence 246679.
What can Robert William Berry give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.