Simon Michael Burgess
Financial Adviser in Albury, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000291559
- Location
- Albury NSW 2640
- Licensee
- Securinvest Financial Planners Pty. Ltd. (AFSL 223280)
- Authorised since
- 16 May 2014
- First provided advice
- 2001
- Qualifications
- Diploma of Financial Planning, Kaplan (2010)
- 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 Michael Burgess
Simon Michael Burgess is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Albury, New South Wales (adviser number 000291559).
Advice is given under the Australian financial services licence of Securinvest Financial Planners Pty. Ltd., licence number 223280. That authorisation dates from 16 May 2014.
The register records 2001 as the year Simon first provided financial advice. The qualifications listed for Simon include Diploma of Financial Planning (Kaplan, 2010). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Simon is authorised to advise 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 Michael Burgess a registered financial adviser?
Yes. Simon Michael Burgess is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000291559.
Which licensee does Simon Michael Burgess work under?
Securinvest Financial Planners Pty. Ltd., Australian financial services licence 223280.
What can Simon Michael Burgess 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.