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