David Burgess
Financial Adviser in Adelaide, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001005075
- Location
- Adelaide SA 5000
- Licensee
- Morgan Stanley Wealth Management Australia Pty Ltd (AFSL 240813)
- Authorised since
- 21 January 2019
- First provided advice
- 1998
- Qualifications
- Bachelor of Science (Mathematical & Computer Sciences), University of Adelaide (1997); Graduate Diploma of Financial Planning, Securities Institute (2001); Margin Lending and Geared Investments, Kaplan Professional (2011)
- Advice areas
- securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds, standard margin lending, derivatives
- Restriction
- Derivatives: Authorised to provide personal financial product advice to retail clients as a Level 2 ASIC Accredited Derivatives Adviser for Exchanged Traded Options.
- Register status
- Current
About David Burgess
On the Financial Advisers Register kept by ASIC, David Burgess appears as a current financial adviser in Adelaide, South Australia, adviser number 001005075.
The licensee David advises under is Morgan Stanley Wealth Management Australia Pty Ltd (AFS licence 240813). That authorisation dates from 21 January 2019.
According to the register, David first provided financial advice in 1998. Qualifications and training on file include Bachelor of Science (Mathematical & Computer Sciences) (University of Adelaide, 1997), Graduate Diploma of Financial Planning (Securities Institute, 2001) and Margin Lending and Geared Investments (Kaplan Professional, 2011).
David is authorised to advise on securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds, standard margin lending and derivatives.
A further restriction is recorded on the register: “Derivatives: Authorised to provide personal financial product advice to retail clients as a Level 2 ASIC Accredited Derivatives Adviser for Exchanged Traded Options.”
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Questions people ask
Is David Burgess a registered financial adviser?
Yes. David Burgess is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001005075.
Which licensee does David Burgess work under?
Morgan Stanley Wealth Management Australia Pty Ltd, Australian financial services licence 240813.
What can David Burgess give advice on?
The register lists these advice areas: securities; managed investment schemes; deposit and payment products; government debentures, stocks and bonds; standard margin lending; derivatives. It also records this restriction: "Derivatives: Authorised to provide personal financial product advice to retail clients as a Level 2 ASIC Accredited Derivatives Adviser for Exchanged Traded Options."