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Alex Berlee

AGS Financial Group Pty Ltd

Gold
27 Yrs Experience
North Sydney, NSW 2060

Alex Berlee commenced financial planning in 1997, and joined forces with Paul Bolstad in 2002 to form AGS Financial Group. Alex has strong technical skills, having won AFR Smart Investor Magazine Top 50 Financial Planner Awards in 2007, 2009, 2010, 2011, 2012 and 2013, and has twice been included on the judging panel for AMP’s University Challenge. AGS Financial Group are a leading AMP Financial Planning practice, with over 60 dedicated individuals providing great advice and service to clients in the areas of corporate superannuation, individual financial planning, mortgages, and through AGS Accounting, business and taxation advice. Alex periodically writes for The Sydney Morning Herald and Melbourne Age, as well as featuring in online interviews for Fairfax Media.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

At a glance

  • Adviser status Gold
  • First year providing advice 1997
  • Years of experience 27
  • Highest qualification
    • Bachelor of Economics
  • Language spoken
    • English

AGS Financial Group Pty Ltd

Suite 3, Level 8, 8 West St
North Sydney, NSW 2060

Opening hours

  • 8:00am – 5:00pm Wednesday
  • 9:00am – 5:00pm Monday – Tuesday, Thursday – Friday

Licensed by

Amp Financial Planning Pty Ltd

AFSL 232706