Chris Burge – Financial Adviser
Adviser identifying number: 1004502
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2005
Name of the licence holder: MERIT WEALTH PTY LTD
Licence number: 409361
Licensee’s ABN: 89125557002
Licence controlled by: EASTON INVESTMENTS LIMITED
The date the Financial Adviser commenced the appointment: 13/07/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MERIT WEALTH PTY LTD
Authorised Representative identifying number: 000409361
Authorised Representative’s ABN: 89125557002
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 Arts – Macquarie University
- Bachelor of Arts – Macquarie University
- Certified Financial Planner – Deakin University
- Certified Financial Planner – Deakin University
- Graduate Diploma of Financial Planning – Kaplan
- Graduate Diploma of Financial Planning – Kaplan
- Margin Lending and Geared Investments – Kaplan
- Specialist SMSF Course – University of Adelaide
- Specialist SMSF Course – University of Adelaide
Relevant memberships of professional bodies or industry associations:
- Financial Planning Association of Australia (FPA)
- Financial Planning Association of Australia (FPA)
Chris Burge 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
- Margin Lending Facility / Standard Margin Lending Facility