James Burgin – Financial Adviser
Adviser identifying number: 1246795
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016
Name of the licence holder: LYTHGO CREW WEALTH MANAGEMENT PTY LTD
Licence number: 370951
Licensee’s ABN: 30144973786
Licence controlled by:
The date the Financial Adviser commenced the appointment: 22/08/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: LYTHGO CREW WEALTH MANAGEMENT PTY LTD
Authorised Representative identifying number: 370951
Authorised Representative’s ABN: 30144973786
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 Business – Queensland University of Technology
- Diploma of Financial Planning – Kaplan
Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)
James Burgin is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation