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At Berry Actuarial Planning, we have an exceptional team with expertise across the financial industry. We’re committed to helping our clients with our personal and collaborative strategic approach.

Learn more about some of our talented professionals below.

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Meet the Team

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Anthony Street

Actuary & Financial Planner

Anthony is a qualified Actuary with over 30 years of experience across life insurance, superannuation and investment management.  In 2011, Anthony joined Berry Actuarial Planning to help individuals plan for and achieve their financial objectives, which Anthony believes can be strongly enhanced through the utilisation of actuarial skills to understand and manage future outcomes.   

 

Anthony previously worked for Macquarie Investment Management, in product and portfolio management roles, Mercer Investment Consulting in London, consulting to a range of UK pension schemes, and Zurich Australia as an Actuary.

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Penny Butler

Actuary & Financial Planner

Penny joined Berry Actuarial Planning in 2017. She enjoys using her skills and knowledge to help customers define and navigate their own financial path.

Penny has over 15 years’ experience in insurance and financial services. Before Berry she was a Director with Deloitte, where she had worked for 13 years in Australia and the UK. There she provided actuarial consulting services and advice to a range of insurers, banks and other financial services companies. She then moved to CommInsure where she led the actuarial pricing and data analytics team for Direct Life insurance products.

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Alexander Sterligov

Financial Planner

Alexander joined Berry Actuarial Planning in 2017, and enjoys working with clients in all capacities, with a particular focus on investments. He is currently enrolled in the Chartered Financial Analyst (CFA) Level 2.

See Alex's article "Stocks aren’t cheap and popular at the same time" published on the Actuaries Digital about the highs and lows of the global economy and share market for the 2020-21 Financial Year.

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Nicole Raffin

Actuary & Financial Planner

Nicole joined Berry Actuarial Planning in 2011. She provides specialist technical assistance to financial planners in the areas of taxation, superannuation and various financial planning strategies.

 

Nicole worked for 8 years at Macquarie Bank - for some time as the operations manager for the Macquarie Wrap super product, and the majority of time as a technical manager. She worked at Heffron for 18 months as a technical specialist for self managed superannuation funds, and 5 years at Zurich Financial Services in a variety of actuarial roles spanning life insurance and general insurance.

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Angela Chan

Accountant

Angela Chan commenced with Berry Actuarial Planning in 2012 and has since helped form the accounting team. She likes to apply her extensive knowledge on taxation and self-managed superannuation funds to enable our clients to fulfill their goals, whether it be young entrepreneurs or retirees.

She has completed her Bachelor of Commerce and is a Certified Pracitising Accountant. She is also a Registered Tax Agent and Associate of the Tax Institute of Australia.

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Actuary & Financial Planner

Mark Berry is a Fellow of the Actuaries Institute. Mark started Berry Actuarial Planning in 2002 with the goal of applying actuarial skills to the provision of financial planning advice delivered in a professional transparent manner paid for by the customer to deliver their outcomes, thus enabling those seeking to be engaged with the management of their own financial plans to be empowered to achieve outcomes appropriate to their circumstances as opposed to outcomes that suit an institution.

 

In this respect, he has contributed to both the financial planning and actuarial professions with his paper titled "An Actuarial Journey into Financial Planning" (Read Here). Mark also appeared in the section Actuary Unearthed, if you want to read more about him.

Mark Berry

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Toan Doan

Financial Planner

Since joining Berry Actuarial Planning in 2011, Toan has applied his expertise and knowledge to mentor and guide our clients on their financial journeys. With a focus on debt and investment management, Toan has formed countless tailored strategies to put our clients in a position to best achieve their personal and financial goals.

Toan loves the feeling of making a significant difference in someone's life and feels most rewarded with their trust.

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Kelly Yau

Accountant

Kelly commenced with Berry Actuarial Planning in 2018 as part of the accounting team and has since led in coordinating the accounting aspects of the business. Her knowledge, passion and interpersonal skills are all integral to the valuable work achieved for our clients.

She has completed her Bachelor of Accounting and is currently working towards her Certified Practising Accountant qualification. 

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Roland Xu

Mortgage Adviser

Roland joined the Berry team in 2018 and since then has led the mortgage development business within the company. His goal is to help our clients manage their debt and financing as well as assist the younger generation seeking to purchase their first home, whether it be forecasting cashflows and repayments or negotiating with lenders. He most enjoys helping our clients save and meet their personal goals.

 

He has completed his Certificate IV and Diploma for Finance and Mortgage Broking and is currently working towards his Bachelor of Applied Finance and Actuarial Studies.

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Mary O'Leary

Office Manager

Mary commenced with Berry in 2019 and is an invaluable member of the team.

 

She enjoys building relationships with our clients and always ensures a high level of customer service is maintained. She further assists our financial advisers' with implementing their strategies and ensuring their financial security.

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Ly Huynh

Implementation Officer

Ly joined the Berry team in 2019 and has has been fundamental in ensuring that our business systems operate efficiently and accurately.

Ly has completed her Bachelor of Actuarial Studies and is currently pursuing her Associate qualification for the Actuaries Institute.

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