Alex Berlee Email & Phone Number
Director @ AGS Financial Group
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Alex Berlee Location
- Sydney, NSW, AU
Alex Berlee Work
- 1997 -now Director @
- 2001 -2002 Director @ Berlee Financial Planning P/L
- 1997 -2000 Financial Planner @ Carpenter Polson P/L
Alex Berlee Education
- The Strategist Group
SMSF (SMSF Specialist Advisory)
2003-2003 - Deakin University
Dip FP (Financial Planning)
1997-1999 - University of New England (AU)
B Ec (Economics)
1992-1995 - University of New England (AU)
Alex Berlee Skills
- Strategic Financial Planning
- Corporate Superannuation Advisory
- Superannuation
- Financial Planning
- Retirement Planning
- Estate Planning
- Wealth Management
- Retirement Income Strategies
- Wealth
- Employee Benefits
- Retirement
- Insurance
- Personal Finance
- Investment Advisory
- Pensions
- Financial Planners
- Relationship Management
- Tax
- Risk Management
- Mortgage Lending
- Finance
- Succession Planning
- SMSF
- Financial Services
- Portfolio Management
- Business Relationship Management
- Pension Funds
- Microsoft Excel
- Customer Service
- Project Planning
- Microsoft Office
- Marketing Strategy
- Supply Chain Management
Alex Berlee Summary
- Alex Berlee, based in Sydney, NSW, AU, is currently a Director at AGS Financial Group. Alex Berlee brings experience from previous roles at Berlee Financial Planning P/L and Carpenter Polson P/L. Alex Berlee holds a 2003 - 2003 SMSF in SMSF Specialist Advisory @ The Strategist Group. With a robust skill set that includes Strategic Financial Planning, Corporate Superannuation Advisory, Superannuation, Financial Planning, Retirement Planning and more. Alex Berlee has 2 emails and 1 mobile phone numbers on RocketReach.
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