DOUGLAS JOHN BURGESS

Licensee: PGW FINANCIAL SERVICES PTY LTD

DOUGLAS JOHN BURGESS (Adviser# 000309669) 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 June 1, 2015.

Adviser Overview

Register Name Financial Advisers
Adviser Name DOUGLAS JOHN BURGESS
Adviser Number 000309669
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2007
Financial Service (AFS) Licence Licence# 000384713
PGW FINANCIAL SERVICES PTY LTD
Licence ABN 15123835441
Adviser Start Date 2015-06-01
Appointing Representative Name PGW FINANCIAL SERVICES PTY LTD
Appointing Representative Number 000384713
Appointing Representative ABN 15123835441
Memberships Chartered Accountants Australia and New Zealand (CA)

Authorisations to provide financial product advice

  • DOUGLAS JOHN BURGESS
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Economics Australian National University
Bachelor of Law Australian National University
Diploma of Financial Services (Financial Planning) Kaplan

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000384713 PGW FINANCIAL SERVICES PTY LTD 2015-06-01 - PGW FINANCIAL SERVICES PTY LTD

Licensee Information

Licence Name PGW FINANCIAL SERVICES PTY LTD
Licence Number 000384713
Licence ABN 15123835441

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
JENNIFER NOONAN Pgw Financial Services Pty Ltd Current 2018-07-06
ANTHONY JAMES LAWSON Pgw Financial Services Pty Ltd Current 2018-06-13
ROBERT MAXWELL Pgw Financial Services Pty Ltd Ceased 2018-05-03
MICHAEL WALTER DIETRICH Pgw Financial Services Pty Ltd Ceased 2018-02-06
SIMON GEOFFERY CLARK Pgw Financial Services Pty Ltd Current 2017-09-29
JAMES RICHARD LYCETT WAGGETT Pgw Financial Services Pty Ltd Current 2017-09-29
JONATHAN EVANS Pgw Financial Services Pty Ltd Current 2017-05-08
ANTHONY BATTISTELLA Pgw Financial Services Pty Ltd Current 2017-04-04
CATHRYN JANE STACEY Pgw Financial Services Pty Ltd Current 2017-01-17
MARIA GANAKAS Pgw Financial Services Pty Ltd Current 2016-10-24

Competitor

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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.