Adrian Bernard Email & Phone Number
Insurance Specialist General Advice @ Fuzion Insurance
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Adrian Bernard Location
- Gold Coast, QLD, AU
Adrian Bernard Work
- Insurance Specialist General Advice @ (January 2024 - Present)
- Senior Associate @ (June 2023 - Present)
- Senior Associate @ (June 2023 - Present)
- Senior Financial Analyst - Research @ (November 2008 - Present)
- Founder and Former Senior Financial Advisor @ (February 2003 - Present)
- Co-Founder and Global Head of ESG and Research @ (June 2021 - June 2024)
Adrian Bernard Education
- FASEA 2021-2021
- Complete Property Training 2021-2021
- Complete Property Training 2021-2021
- Kaplan Professional
Diploma of Financial Services FNS50804, Completed Diploma of Financial Services - Financial Planning -
2006-2009 - Deakin University
Modules of Diploma Financial Planning, Risk Managment & Financial Planning DFP 2 & Wealth creation and retirment planning DFP 4
2002-2004 - Griffith University
B.Int.Fin, Finance and Fiancial Planning
1997-1999
Adrian Bernard Skills
- Due Diligence
- Portfolio Management
- Wealth Management
- Strategic Financial Planning
- Business Strategy
- Recruitment Advertising
- Wealth
- Entrepreneurship
- Investments
- Superannuation
- Buy Sell agreement structuring
- Insurance
- Life Income Protection & Trauma Insurance Structuring
- Finance
- Investment Advisory
- Venture Capital
- Income Protection
- Retirement Planning
- Financial Advisory
- Loans
- Valuation
- Strategy
- Risk Management
- Asset Allocation
- Financial Services
- Corporate Finance
- Funding
- Investment Strategies
- Investment Banking
- Mergers & Acquisitions
- CRM
- Hedge Funds
- Asset Management
- Retirement
- Equities
- Management
- Mergers
- Pensions
- Private Equity
- Relationship Management
- Financial Planners
- Financial Planning
- Life Income Protection And Trauma Insurance Structuring
- Administration
- Project Management
- Research
- Mergers and Acquisitions
- Customer Relationship Management
Adrian Bernard Summary
- Adrian Bernard, based in Gold Coast, QLD, AU, is currently a Insurance Specialist General Advice at Fuzion Insurance. Adrian Bernard brings experience from previous roles at Funding Strategies Pty Ltd, BlueMount Capital, ABH Resources and ABH Financial Services. Adrian Bernard holds a 2021 - 2021 FASEA. With a robust skill set that includes Due Diligence, Portfolio Management, Wealth Management, Strategic Financial Planning, Business Strategy and more. Adrian Bernard has 2 emails and 2 mobile phone numbers on RocketReach.
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Adrian Bernard
Insurance Specialist General Advice
Gold Coast, QLD, AU
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