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
My fees
At a glance
- Adviser status Gold
- 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
Opening hours
- 8:00am – 5:00pm Wednesday
- 9:00am – 5:00pm Monday – Tuesday, Thursday – Friday
Licensed by
Amp Financial Planning Pty Ltd
AFSL 232706