Adam Burt – Financial Adviser

Adviser identifying number: 1006625
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2013

Name of the licence holder: PRESTIGE WEALTH PLANNING PTY LTD
Licence number: 290776
Licensee’s ABN: 16103517826
Licence controlled by: PRESTIGE WEALTH PLANNING PTY LTD

The date the Financial Adviser commenced the appointment: 29/01/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PRESTIGE WEALTH PLANNING PTY LTD
Authorised Representative identifying number: 290776
Authorised Representative’s ABN: 16103517826

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:

• DFP – Kaplan
• MBA – Macquarie University
• Master of Commerce – UNE

Relevant memberships of professional bodies or industry associations:

Adam Burt is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Derivatives
• Life Products / Investment Life Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, excluding IDPS
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility