Geoffrey Ewan Burt
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001002986
- Location
- Melbourne VIC 3000
- Licensee
- Bridges Financial Services Pty Limited (AFSL 240837)
- Authorised since
- 1 June 2021
- First provided advice
- 1999
- Qualifications
- Graduate Diploma in Applied Finance and Investment, Securities Institute of Australia (1999); Graduate Diploma of Financial Planning, Securities Institute of Australia (2000); Certified Financial Planner (CFP), Financial Planning Association of Australia Ltd (2002); FNSASICR503A Provide Advice in Margin Lending, GWM ADviser Services Pty Ltd (2010)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Geoffrey Ewan Burt
On the Financial Advisers Register kept by ASIC, Geoffrey Ewan Burt appears as a current financial adviser in Melbourne, Victoria, adviser number 001002986.
Advice is given under the Australian financial services licence of Bridges Financial Services Pty Limited, licence number 240837. That authorisation dates from 1 June 2021.
According to the register, Geoffrey first provided financial advice in 1999. The qualifications listed for Geoffrey include Graduate Diploma in Applied Finance and Investment (Securities Institute of Australia, 1999), Graduate Diploma of Financial Planning (Securities Institute of Australia, 2000) and Certified Financial Planner (CFP) (Financial Planning Association of Australia Ltd, 2002). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Geoffrey Ewan Burt a registered financial adviser?
Yes. Geoffrey Ewan Burt is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001002986.
Which licensee does Geoffrey Ewan Burt work under?
Bridges Financial Services Pty Limited, Australian financial services licence 240837.
What can Geoffrey Ewan Burt give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.