The Financial Planning Association of Australia The Financial Planning Association of Australia

Alexander Berlee, CFP®


Name Alexander Berlee CFP®
Company AGS Financial Group
Address 12-14 Falcon Street
Crows Nest, NSW 2065
Phone 02 99668188
Website www.agsfinancialgroup.com.au

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.

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