Alexander Berlee CFP®
About Me
Commenced Financial Planning in 1997, and joined forces with Paul Bolstad to create AGS Financial Group in 2002. AGS has since grown to become a team of 90+ dedicated individuals, serving the needs of our employer clients and individual financial planning clients. Our aim is to be your Partners in Advice, Growth & Security.PRIVATE CLIENT SERVICES: Our Financial Planners and Private Client support team assist you with managing all aspects of your wealth. From initial goal-setting, through strategy formulation, implementation & ongoing review & service, we pride ourselves on our commitment to assist you with reaching your financial goals. CORPORATE SUPER AND BENEFITS: We work closely with our clients' HR, Finance & Payroll personnel to provide advice on Corporate Superannuation, Group Insurances, Salary Packaging and Member Benefit programs.
Areas of Focus
- Aged care
- Debt management
- Divorce
- Employment changes
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SME advice
- SMSF
- Superannuation
- Wealth management
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Highest Level of Education Bachelor Degree
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Years of Experience 27 Years
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Licensed By Amp Financial Planning Pty Limited
Baulkham Hills, NSW 2153