Alex Berlee
AGS Financial Group Pty Ltd
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.
At AGS Financial Group, we are committed to helping individuals and small businesses achieve financial success. As trusted financial advisors, accountants and mortgage brokers, we offer a full range of services including retirement planning, superannuation, investment advice, estate planning, property investment and insurance advice, all under the one roof.
Whether you're growing your wealth, securing your retirement, or safeguarding your business, our expert team provides personalised solutions tailored to your needs. Partner with AGS Financial Group for comprehensive financial management that works for you.
Alex periodically writes for The Sydney Morning Herald and Melbourne Age, as well as featuring in online interviews for Fairfax Media. Visit www.agsfinancialgroup.com.au for more information.
Expertise
My fees
All initial and ongoing fees are quoted in advance on a fee-for service basis based on your needs & complexity, so you're in control and know where you stand.
At a glance
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Adviser status
Bronze
- First year providing advice 1997
- Years of experience 27
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Highest qualification
- Bachelor of Economics
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Language spoken
- English
AGS Financial Group Pty Ltd
Suite 3, Level 8, 8 West StNorth Sydney, NSW 2060 level 5 suite 501, 8 Brookhollow Ave
Baulkham Hills, NSW 2153 Suite 16, level 1, 29 Kiora Rd
Miranda, NSW 2228
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
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In person
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Phone
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Video call
Licensed by
Amp Financial Planning Pty Ltd
AFSL 232706
