BARRY BURKE

Licensee: WEALTH TODAY PTY LTD

BARRY BURKE (Adviser# 000389975) 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 July 6, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name BARRY BURKE
Adviser Number 000389975
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2010
Financial Service (AFS) Licence Licence# 000340289
WEALTH TODAY PTY LTD
Licence ABN 62133393263
Licence Controlled By SPRING FG LIMITED
Adviser Start Date 2018-07-06
Appointing Representative Name PROACTIVE WEALTH SOLUTIONS PTY LTD
Appointing Representative Number 000389974
Appointing Representative ABN 68145281287
Memberships Chartered Accountants Australia and New Zealand (CA)
Financial Services Institute of Australia (FINSIA)

Authorisations to provide financial product advice

  • BARRY BURKE
  • ·
  • 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
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Business University of Southern Queensland
Chartered Accountant Chartered Accountants Australia New Zealand
Diploma of Financial Services (Financial Planning) Kaplan Professional
Graduate Diploma in Applied Finance and Investment Securities Institute Education

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000340289 WEALTH TODAY PTY LTD
Licence controlled by: SPRING FG LIMITED
2018-07-06 - PROACTIVE WEALTH SOLUTIONS PTY LTD
000307248 DOVER FINANCIAL ADVISERS PTY LTD
Licence controlled by: TERRY MCMASTER [Date Ceased: 01/08/2018]
2017-06-01 - 2018-07-06 DOVER FINANCIAL ADVISERS PTY LTD
000227232 COUNT FINANCIAL LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA
2010-11-29 - 2017-05-31 COUNT FINANCIAL LIMITED

Licensee Information

Licence Name WEALTH TODAY PTY LTD
Licence Number 000340289
Licence ABN 62133393263

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
BRADLEY COCHRANE Wealth Today Pty Ltd Current 2018-08-29
DANIEL THOMPSON Wealth Today Pty Ltd Current 2018-08-16
JULIAN SHANE MUSGRAVE Wealth Today Pty Ltd Current 2018-08-15
PAUL MAGIATIS Wealth Today Pty Ltd Current 2018-08-15
BRIAN RODNEY CORNELL Wealth Today Pty Ltd Current 2018-07-24
JAMES PETER HENDERSON Wealth Today Pty Ltd Current 2018-07-06
MATTHEW PERRY Wealth Today Pty Ltd Current 2018-07-06
TRENT BURTON SAMPSON Wealth Today Pty Ltd Current 2018-07-06
ROSS WILLIAM LEDGER Wealth Today Pty Ltd Current 2018-07-06
BERNARD DOBSON Wealth Today Pty Ltd Current 2018-07-06

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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.