John Jerard Burke – Financial Adviser
Adviser identifying number: 244693
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2000
Name of the licence holder: ALLIANCE WEALTH PTY LTD
Licence number: 449221
Licensee’s ABN: 93161647007
Licence controlled by: CENTREPOINT WEALTH PTY LTD
The date the Financial Adviser commenced the appointment: 26/04/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PRIMARY INVESTMENT SOLUTIONS PTY LTD
Authorised Representative identifying number: 000461316
Authorised Representative’s ABN: 12169308098
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:
- ASX Securities – Kaplan
- Diploma of Financial Services (Financial Planning) – Tribeca
- Margin Lending – Kaplan
- Self Managed Super Fund Course – Tower Trust
Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)
John Jerard Burke is authorised to provide advices on following products:
- Derivatives
- 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