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