David Burgess – Financial Adviser

Adviser identifying number: 1005075
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1998

Name of the licence holder: MACQUARIE EQUITIES LIMITED
Licence number: 237504
Licensee’s ABN: 41002574923
Licence controlled by: MACQUARIE GROUP LIMITED

The date the Financial Adviser commenced the appointment: 14/11/2007
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MACQUARIE EQUITIES LIMITED
Authorised Representative identifying number: 000237504
Authorised Representative’s ABN: 41002574923

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• Bachelor of Science (Mathematical & Computer Sciences) – University of Adelaide
• Graduate Diploma of Financial Planning – Securities Institute

Relevant memberships of professional bodies or industry associations: FINSIA

David Burgess is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Derivatives
• Government Debentures, Stocks or Bonds
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility