JOHN JERARD BURKE

Licensee: ALLIANCE WEALTH PTY LTD

JOHN JERARD BURKE (Adviser# 000244693) 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 26, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name JOHN JERARD BURKE
Adviser Number 000244693
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2000
Financial Service (AFS) Licence Licence# 000449221
ALLIANCE WEALTH PTY LTD
Licence ABN 93161647007
Licence Controlled By CENTREPOINT ALLIANCE LIMITED
CENTREPOINT WEALTH PTY LTD [Date Ceased: 21/02/2018]
Adviser Start Date 2017-04-26
Appointing Representative Name PRIMARY INVESTMENT SOLUTIONS PTY LTD
Appointing Representative Number 000461316
Appointing Representative ABN 12169308098
Memberships Association of Financial Advisers (AFA)

Authorisations to provide financial product advice

  • JOHN JERARD BURKE
  • ·
  • Derivative
  • ·
  • 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
ASX Securities Kaplan
Diploma of Financial Services (Financial Planning) Tribeca
Margin Lending Kaplan
Self Managed Super Fund Course Tower Trust

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000449221 ALLIANCE WEALTH PTY LTD
Licence controlled by: CENTREPOINT ALLIANCE LIMITED ~ CENTREPOINT WEALTH PTY LTD [Date Ceased: 21/02/2018]
2017-04-26 - PRIMARY INVESTMENT SOLUTIONS PTY LTD
000234951 PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence controlled by: CENTREPOINT WEALTH PTY LTD
2014-07-07 - 2017-04-26 PRIMARY INVESTMENT SOLUTIONS PTY LTD

Licensee Information

Licence Name ALLIANCE WEALTH PTY LTD
Licence Number 000449221
Licence ABN 93161647007

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
PETER-JAMES MACKINNON CAMERON Alliance Wealth Pty Ltd Current 2018-08-10
ANTONIO MORO Alliance Wealth Pty Ltd Current 2018-08-01
JASMYN PFEIFFER Alliance Wealth Pty Ltd Current 2018-08-01
JEFFREY BOWMAN Alliance Wealth Pty Ltd Current 2018-07-27
TRACEY MARGARET PRATTLEY Alliance Wealth Pty Ltd Current 2018-07-26
LUKE THOMAS SALTMARSH Alliance Wealth Pty Ltd Current 2018-07-13
MICHAEL PAUL FARMER Alliance Wealth Pty Ltd Current 2018-07-06
RUSSELL W GILBERT Alliance Wealth Pty Ltd Current 2018-07-02
WESSEL HENDRIK SWART Alliance Wealth Pty Ltd Current 2018-07-02
MICHAEL EDWARD BELCHER Alliance Wealth Pty Ltd Current 2018-07-02

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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.