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