SIMON MICHAEL BURGESS (Adviser# 000291559) 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 May 16, 2014.
| Register Name | Financial Advisers |
| Adviser Name | SIMON MICHAEL BURGESS |
| Adviser Number | 000291559 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2001 |
| Financial Service (AFS) Licence |
Licence# 000223280 SECURINVEST FINANCIAL PLANNERS PTY. LTD. |
| Licence ABN | 38005526992 |
| Adviser Start Date | 2014-05-16 |
| Appointing Representative Name | SECURINVEST FINANCIAL PLANNERS PTY. LTD. |
| Appointing Representative Number | 000223280 |
| Appointing Representative ABN | 38005526992 |
| Memberships |
Financial Planning Association of Australia (FPA) Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Diploma of Financial Planning | Kaplan |
| Diploma of Financial Planning | Kaplan |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000223280 | SECURINVEST FINANCIAL PLANNERS PTY. LTD. | 2014-05-16 - | SECURINVEST FINANCIAL PLANNERS PTY. LTD. |
| 000384927 | NEWELL FINANCIAL PLANNING PTY LTD | 2011-02-01 - | NEWELL FINANCIAL PLANNING PTY LTD |
| 000234951 |
PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence controlled by: CENTREPOINT WEALTH PTY LTD |
2007-07-01 - 2011-02-01 | SIMON MICHAEL BURGESS |
| Licence Name | SECURINVEST FINANCIAL PLANNERS PTY. LTD. |
| Licence Number | 000223280 |
| Licence ABN | 38005526992 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| KAITLYN POBAR | Securinvest Financial Planners Pty. Ltd. | Current | 2018-08-28 |
| ANNA DUKESON | Securinvest Financial Planners Pty. Ltd. | Current | 2018-08-21 |
| MARTIN SMITH | Securinvest Financial Planners Pty. Ltd. | Current | 2018-08-14 |
| DANIEL KHREISH | Securinvest Financial Planners Pty. Ltd. | Current | 2018-01-24 |
| JUSTIN SMALUCH | Securinvest Financial Planners Pty. Ltd. | Current | 2018-01-23 |
| AMANDA MICHELLE DRAFFIN | Securinvest Financial Planners Pty. Ltd. | Current | 2017-05-23 |
| LAURA KATHLEEN MOON | Securinvest Financial Planners Pty. Ltd. | Current | 2017-05-05 |
| ANATOLY RAYZMAN | Securinvest Financial Planners Pty. Ltd. | Current | 2017-05-05 |
| IRYNA RADZIKHOVSKA | Securinvest Financial Planners Pty. Ltd. | Current | 2017-05-01 |
| BILL KIOSSES | Securinvest Financial Planners Pty. Ltd. | Current | 2017-04-28 |
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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.