SIMON MICHAEL BURGESS


Licensee: SECURINVEST FINANCIAL PLANNERS PTY. LTD.

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.

Adviser Overview

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)

Authorisations to provide financial product advice

  • SIMON MICHAEL BURGESS
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Diploma of Financial Planning Kaplan
Diploma of Financial Planning Kaplan

Adviser employment history

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

Licensee Information

Licence Name SECURINVEST FINANCIAL PLANNERS PTY. LTD.
Licence Number 000223280
Licence ABN 38005526992

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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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Dataset Information


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.