ADAM JEFFERY BURT (Adviser# 000434137) 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 April 11, 2018.
| Register Name | Financial Advisers |
| Adviser Name | ADAM JEFFERY BURT |
| Adviser Number | 000434137 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2013 |
| Financial Service (AFS) Licence |
Licence# 000290776 PRESTIGE WEALTH PLANNING PTY LTD |
| Licence ABN | 16103517826 |
| Licence Controlled By | PRESTIGE WEALTH PLANNING PTY LTD |
| Adviser Start Date | 2018-04-11 |
| Appointing Representative Name | PRESTIGE WEALTH PLANNING PTY LTD |
| Appointing Representative Number | 000290776 |
| Appointing Representative ABN | 16103517826 |
| Memberships |
Financial Planning Association of Australia (FPA) Institute of Public Accountants (IPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Engineering | Sydney University |
| DFP | Kaplan |
| MBA | MGSM |
| Master of Commerce | UNE |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000290776 |
PRESTIGE WEALTH PLANNING PTY LTD
Licence controlled by: PRESTIGE WEALTH PLANNING PTY LTD |
2018-04-11 - | PRESTIGE WEALTH PLANNING PTY LTD |
| Licence Name | PRESTIGE WEALTH PLANNING PTY LTD |
| Licence Number | 000290776 |
| Licence ABN | 16103517826 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| ADAM BURT | Prestige Wealth Planning Pty Ltd | Ceased | 2013-01-29 |
| JOSEF FEARON | Prestige Wealth Planning Pty Ltd | Current | 2005-09-12 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| ADAM BURT | Prestige Wealth Planning Pty Ltd | Ceased | 2013-01-29 |
| JOSEF FEARON | Prestige Wealth Planning Pty Ltd | Current | 2005-09-12 |
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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.