James Burgin
Financial Adviser in Hamilton, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001246795
- Location
- Hamilton QLD 4007
- Licensee
- Lythgo Crew Wealth Management Pty Ltd (AFSL 370951)
- Authorised since
- 22 August 2016
- First provided advice
- 2016
- Qualifications
- Bachelor of Business (Finance), Queensland University Of Technology (2015); Business Law and Ethics, Queensland University of Technology (2015); Diploma of Financial Planning, Kaplan Professional (2016); Graduate Diploma of Financial Planning, Kaplan (2025); Taxation for Financial Planning, Kaplan (2025)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About James Burgin
On the Financial Advisers Register kept by ASIC, James Burgin appears as a current financial adviser in Hamilton, Queensland, adviser number 001246795.
Advice is given under the Australian financial services licence of Lythgo Crew Wealth Management Pty Ltd, licence number 370951. That authorisation dates from 22 August 2016.
According to the register, James first provided financial advice in 2016. The qualifications listed for James include Bachelor of Business (Finance) (Queensland University Of Technology, 2015), Business Law and Ethics (Queensland University of Technology, 2015) and Diploma of Financial Planning (Kaplan Professional, 2016). 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 deposit and payment products, 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 James Burgin a registered financial adviser?
Yes. James Burgin is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001246795.
Which licensee does James Burgin work under?
Lythgo Crew Wealth Management Pty Ltd, Australian financial services licence 370951.
What can James Burgin give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.