WARREN GLENN BURT (Adviser# 000336132) 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 January 15, 2018.
| Register Name | Financial Advisers |
| Adviser Name | WARREN GLENN BURT |
| Adviser Number | 000336132 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2009 |
| Financial Service (AFS) Licence |
Licence# 000225931 GDA FINANCIAL SERVICES PTY LTD |
| Licence ABN | 67059355252 |
| Adviser Start Date | 2018-01-15 |
| Appointing Representative Name | GDA FINANCIAL SERVICES PTY LTD |
| Appointing Representative Number | 000225931 |
| Appointing Representative ABN | 67059355252 |
| Memberships |
CFP - Certified Financial Planner (FPA) CPA - Certified Practising Accountant |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Business | University of Western Sydney |
| Diploma of Financial Planning | Financial Planning Association of Australia (FPA) |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000225931 | GDA FINANCIAL SERVICES PTY LTD | 2018-01-15 - | GDA FINANCIAL SERVICES PTY LTD |
| 000232705 |
HILLROSS FINANCIAL SERVICES LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] Further restrictions: Authorised in MDA services, which is 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. |
2017-03-03 - 2018-01-09 | HILLROSS FINANCIAL SERVICES LIMITED |
| 000238433 |
AUSURE PTY LTD
Further restrictions: We appoint you our Authorised Representative in accordance with section 916A (1) of the Corporations Act.You are authorised to perform the following tasks: Deposit and payment products limited to:- Basic Deposit Products;- Deposit Products other than basic Deposit Products Life Products including;a) Investment Life Insurance products as well as any products issued by a Registered LifeInsurance Company that are backed by one or more of its statutory funds; andb) Life Risk Insurance products as well as any products issued by a Registered Life InsuranceCompany that are backed by one or more of its statutory funds; Interest in Managed Investment Schemes including investor directed portfolio services; Retirement savings accounts (RSA) products (Within the meaning of the Retirement SavingsAccount Act 1997); Superannuation and retirement products Listed Securities |
2016-02-22 - 2016-06-24 | AUSURE PTY LTD |
| 000247062 | RETIREWELL FINANCIAL PLANNING PTY. LTD. | 2015-09-14 - 2016-02-17 | RETIREWELL FINANCIAL PLANNING PTY. LTD. |
| 000238244 |
CROWE HORWATH FINANCIAL ADVICE PTY LTD
Licence controlled by: CROWE HORWATH AUSTRALASIA PTY LTD |
2012-05-14 - 2015-05-01 | WARREN GLENN BURT |
| 000233714 |
WESTPAC BANKING CORPORATION
Licence controlled by: WESTPAC BANKING CORPORATION |
2009-09-01 - 2012-05-01 | WARREN GLENN BURT |
| Licence Name | GDA FINANCIAL SERVICES PTY LTD |
| Licence Number | 000225931 |
| Licence ABN | 67059355252 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| BYRON ERIC ARNOLD | Gda Financial Services Pty Ltd | Current | 2018-03-13 |
| SIMON LEIGH PATRICK BRESNEHAN | Gda Financial Services Pty Ltd | Ceased | 2016-01-25 |
| IAN PETER TOWN | Gda Financial Services Pty Ltd | Ceased | 2015-04-13 |
| GRAHAME MICHAEL ROULESTON | Gda Financial Services Pty Ltd | Ceased | 2010-07-01 |
| MICHAEL JOHN DRIESSEN | Gda Financial Services Pty Ltd | Current | 2007-12-10 |
| JOHN ALEXANDER FAIRLIE | Gda Financial Services Pty Ltd | Current | 2003-03-22 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| BYRON ERIC ARNOLD | Gda Financial Services Pty Ltd | Current | 2018-03-13 |
| SIMON LEIGH PATRICK BRESNEHAN | Gda Financial Services Pty Ltd | Ceased | 2016-01-25 |
| IAN PETER TOWN | Gda Financial Services Pty Ltd | Ceased | 2015-04-13 |
| GRAHAME MICHAEL ROULESTON | Gda Financial Services Pty Ltd | Ceased | 2010-07-01 |
| MICHAEL JOHN DRIESSEN | Gda Financial Services Pty Ltd | Current | 2007-12-10 |
| JOHN ALEXANDER FAIRLIE | Gda Financial Services Pty Ltd | Current | 2003-03-22 |
Please comment or provide details below to improve the information on .
| 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.