Meet The Team

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Mark Berry

Actuary & Financial Planner

Mark started Berry Actuarial Planning in 2002. Prior to this, he worked at Zurich for 15 years in a range of Actuarial positions. Mark now applies his actuarial skills to the provision of financial services with an actuarial flavour to both individuals and businesses in order to encourage them to be engaged with the management of their own financial plans, and so achieve a customised as opposed to an institutional solution to their financial objectives.

 

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 Mark

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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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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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Anthony Street

Actuary & Financial Planner

Anthony joined Berry Actuarial Planning in 2011.

Anthony has over 18 years experience in investments and financial services. He previously worked at Macquarie for 8 years in product and portfolio management roles in their funds management group. Prior to Macquarie Anthony spent 3 years in London as a consultant with Mercer Investment Consulting. Anthony also worked at Zurich Australia as an actuary and product manager.

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Kelly Yau

Accountant

Kelly Yau commenced with Berry Actuarial Planning in 2018 in the accounting team. She is studying towards her Certified Practicing Accountant certificate.

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Roland Xu

Mortgage Services

Roland commenced with Berry Actuarial Planning in 2018 and works in our mortgage services team. He is studying towards his Bachelor of Actuarial Studies.

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Angela Chan

Accountant

Angela Chan commenced with Berry Actuarial Planning in May 2012. She is a Registered Tax Agent and is responsible for the provision of Accounting Services.

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Toan Doan

Financial Planner

Toan joined Berry Actuarial Planning in 2011.

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Alexander Sterligov

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.

Financial Planner

CONTACT US

Suite 502, 11 Help St Chatswood NSW 2067

PO Box 910 Chatswood NSW 2057

admin@berryplan.com.au

(02) 8876 2999

Thanks for submitting!

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CONTACT US

Suite 502, 11 Help St Chatswood NSW 2067

PO Box 910 Chatswood NSW 2057

admin@berryplan.com.au

(02) 8876 2999

Thanks for submitting!