Berivan Dubier
Financial Adviser
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About
Berivan Dubier is an ASIC-registered financial adviser dedicated to helping clients in Sandringham and beyond achieve their financial goals. With a strong academic foundation including a Bachelor of Business (Marketing) from Victoria University (2004) and a Master of Business (Accounting) from Victoria University (2007), Berivan combines her business acumen with specialized financial expertise. She holds a Diploma of Financial Services FNS50104 from Dover Financial Training Pty Ltd (2008) and is a proud CPA with Certified Public Accountants of Australia (2023). Berivan is committed to upholding the highest professional standards as a member of CPA Australia (CPA), the Financial Advice Association of Australia (FAAA), and the SMSF Association. She is authorized to provide advice on a comprehensive range of financial products, ensuring her clients receive tailored solutions to meet their unique needs. Her key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment Life Insurance • Life Risk Insurance • Securities • Retirement Savings Accounts • Government Debt Securities Whether you are planning for retirement, seeking to grow your wealth, or need guidance on insurance and superannuation, Berivan can help. Contact Berivan today to schedule a consultation and take the first step towards securing your financial future.
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Frequently Asked Questions
What types of financial advice does Berivan Dubier offer?
Berivan Dubier provides advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What are Berivan Dubier's qualifications?
Berivan holds a Bachelor of Business (Marketing), a Master of Business (Accounting), a Diploma of Financial Services FNS50104, and is a Certified Public Accountant (CPA).
What professional associations is Berivan Dubier a member of?
Berivan is a member of CPA Australia (CPA), the Financial Advice Association of Australia (FAAA), and the SMSF Association.
What can I expect during my first consultation with Berivan?
During your initial consultation, Berivan will take the time to understand your current financial situation, your goals, and your risk tolerance. She will then discuss potential strategies and solutions tailored to your specific needs.
How can Berivan help me with retirement planning?
Berivan can help you develop a comprehensive retirement plan that considers your income needs, investment strategies, and superannuation options, ensuring you are well-prepared for a comfortable retirement.
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