Simon James Burge
Financial Adviser in Mawson Lakes, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000318251
- Location
- Mawson Lakes SA 5095
- Licensee
- Wealth Today Pty Ltd (AFSL 340289)
- Authorised since
- 17 February 2021
- First provided advice
- 2007
- Qualifications
- Diploma of Financial Services (Financial Planning), AMP Financial Planning Pty Ltd (2007); DPML Margin Lending, Pinnacle Financial Services Academy (2010); Self Managed Superannuation Funds, Kaplan Education Pty Limited (2010); Advanced Diploma of Financial Planning, Kaplan Education Pty Ltd (2017); Chartered Life Practitioner Course, Financial Advice Association of Australia Limited (2019); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2022); Tax for Financial Advising, Kaplan Education Pty Ltd (2024)
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Simon James Burge
On the Financial Advisers Register kept by ASIC, Simon James Burge appears as a current financial adviser in Mawson Lakes, South Australia, adviser number 000318251.
Advice is given under the Australian financial services licence of Wealth Today Pty Ltd, licence number 340289. That authorisation dates from 17 February 2021.
According to the register, Simon first provided financial advice in 2007. The qualifications listed for Simon include Diploma of Financial Services (Financial Planning) (AMP Financial Planning Pty Ltd, 2007), DPML Margin Lending (Pinnacle Financial Services Academy, 2010) and Self Managed Superannuation Funds (Kaplan Education Pty Limited, 2010). 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 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Simon James Burge a registered financial adviser?
Yes. Simon James Burge is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000318251.
Which licensee does Simon James Burge work under?
Wealth Today Pty Ltd, Australian financial services licence 340289.
What can Simon James Burge 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; standard margin lending.