|Name||Alexander Berlee CFP®|
|Company||AGS Financial Group|
|Address||12-14 Falcon Street
Crows Nest, NSW 2065
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.