PAUL WILLIAM BURKE (Adviser# 000253762) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is July 31, 2017.
Register Name | Financial Advisers |
Adviser Name | PAUL WILLIAM BURKE |
Adviser Number | 000253762 |
Adviser Role | Financial Adviser |
Adviser Role Status | Current |
Adviser First Advice Year | 1998 |
Financial Service (AFS) Licence |
Licence# 000467443 CERTUS LIFE PTY. LTD. |
Licence ABN | 99169526363 |
Licence Controlled By | PSC INSURANCE GROUP PTY LTD |
Adviser Start Date | 2017-07-31 |
Appointing Representative Name | CERTUS LIFE PTY. LTD. |
Appointing Representative Number | 000467443 |
Appointing Representative ABN | 99169526363 |
Memberships | CFP - Certified Financial Planner (FPA) |
|
Qualification / Degree | Institute / School |
---|---|
Advice Competencies Program | AMP |
Basic Competencies Training Program | MLC / Lend Lease / RMIT |
Investment Planning DFP3 | FPA |
Retirement Planning DFP4 | FPA |
Licence Number | Licence Name | Adviser Date | Appointing Representative |
---|---|---|---|
000467443 |
CERTUS LIFE PTY. LTD.
Licence controlled by: PSC INSURANCE GROUP PTY LTD |
2017-07-31 - | CERTUS LIFE PTY. LTD. |
000232706 |
AMP FINANCIAL PLANNING PTY LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] Further restrictions: MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives. |
2004-01-01 - 2017-07-28 | AMP FINANCIAL PLANNING PTY LIMITED |
Licence Name | CERTUS LIFE PTY. LTD. |
Licence Number | 000467443 |
Licence ABN | 99169526363 |
Adviser Name | Licensee | Status | Start Date |
---|---|---|---|
NICOLE GARDNER | Certus Life Pty. Ltd. | Current | 2018-02-07 |
GREGOR JAMES THOMSON | Certus Life Pty. Ltd. | Current | 2017-11-20 |
PHILIP JOHN BUDIN | Certus Life Pty. Ltd. | Current | 2017-10-14 |
CAITLIN MAREE GARDINER | Certus Life Pty. Ltd. | Current | 2017-05-29 |
DEAN MICHAEL JOHNSON | Certus Life Pty. Ltd. | Current | 2015-11-25 |
KATHERINE OXNARD | Certus Life Pty. Ltd. | Current | 2015-02-25 |
MICHAEL DAVID GUNNION | Certus Life Pty. Ltd. | Current | 2015-02-09 |
DANIEL BERRY | Certus Life Pty. Ltd. | Current | 2015-02-09 |
Adviser Name | Licensee | Status | Start Date |
---|---|---|---|
NICOLE GARDNER | Certus Life Pty. Ltd. | Current | 2018-02-07 |
GREGOR JAMES THOMSON | Certus Life Pty. Ltd. | Current | 2017-11-20 |
PHILIP JOHN BUDIN | Certus Life Pty. Ltd. | Current | 2017-10-14 |
CAITLIN MAREE GARDINER | Certus Life Pty. Ltd. | Current | 2017-05-29 |
DEAN MICHAEL JOHNSON | Certus Life Pty. Ltd. | Current | 2015-11-25 |
KATHERINE OXNARD | Certus Life Pty. Ltd. | Current | 2015-02-25 |
MICHAEL DAVID GUNNION | Certus Life Pty. Ltd. | Current | 2015-02-09 |
DANIEL BERRY | Certus Life Pty. Ltd. | Current | 2015-02-09 |
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Data Provider | Australian Securities and Investments Commission (ASIC), Financial Advisers Register |
Jurisdiction | Australia |
Related Datasets | Australian Businesses, Australian Companies |
This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.