Mark Burgess – Financial Adviser
Adviser identifying number: 388336
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2010
Name of the licence holder: FINANCIAL SERVICES PARTNERS PTY LIMITED
Licence number: 237590
Licensee’s ABN: 15089512587
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
The date the Financial Adviser commenced the appointment: 31/07/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FINANCIAL SERVICES PARTNERS PTY LIMITED
Authorised Representative identifying number: 237590
Authorised Representative’s ABN: 15089512587
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:
- Certificate III in Financial Services – Securities Institute
- PS146 Tier 2 Advisor Accreditation Program – Securities Institute
- Tier 1 compliance solution in Gen Knowledge, Managed Inv, Derivatives, Securities,Super and Life Ins – FINSIA
- tier 1 Compliance Solution Financial Planning – Kaplan
Relevant memberships of professional bodies or industry associations:
Mark Burgess is authorised to provide advices on following products:
- Life Products / Life Risk Insurance Products