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