DEWALD BURGER


Licensee: IMB FINANCIAL PLANNING LIMITED

DEWALD BURGER (Adviser# 001001257) 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 February 13, 2012.

Adviser Overview

Register Name Financial Advisers
Adviser Name DEWALD BURGER
Adviser Number 001001257
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2009
Financial Service (AFS) Licence Licence# 000234660
IMB FINANCIAL PLANNING LIMITED
Licence ABN 23094730195
Licence Controlled By IMB LTD
Adviser Start Date 2012-02-13
Appointing Representative Name IMB FINANCIAL PLANNING LIMITED
Appointing Representative Number 000234660
Appointing Representative ABN 23094730195
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • DEWALD BURGER
  • ·
  • 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
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Commerce (Honours) University of South Africa
Bachelor of Commerce University of Stellenbosch
Certified Financial Planner Financial Planning Association of Australia
Margin Lending and Geared Investments Kaplan Education Pty Ltd
Self Managed Superannuation Funds Kaplan Education Pty Ltd

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000234660 IMB FINANCIAL PLANNING LIMITED
Licence controlled by: IMB LTD
2012-02-13 - IMB FINANCIAL PLANNING LIMITED
000238244 CROWE HORWATH FINANCIAL ADVICE PTY LTD
Licence controlled by: CROWE HORWATH AUSTRALASIA PTY LTD
2009-06-22 - 2012-01-20
000312478 AAA FINANCIAL INTELLIGENCE LTD 2009-03-19 - 2009-05-30 DEWALD BURGER

Licensee Information

Licence Name IMB FINANCIAL PLANNING LIMITED
Licence Number 000234660
Licence ABN 23094730195

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
BRADLEY OWEN MULLEY Imb Financial Planning Limited Current 2018-02-16
MELISSA THERESE WELLS Imb Financial Planning Limited Ceased 2017-09-25
MICHAEL LEHNER Imb Financial Planning Limited Ceased 2016-11-22
ROBERT MICHAEL WESTON Imb Financial Planning Limited Current 2014-02-17

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
BRADLEY OWEN MULLEY Imb Financial Planning Limited Current 2018-02-16
MELISSA THERESE WELLS Imb Financial Planning Limited Ceased 2017-09-25
MICHAEL LEHNER Imb Financial Planning Limited Ceased 2016-11-22
ROBERT MICHAEL WESTON Imb Financial Planning Limited Current 2014-02-17

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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.