Sarah Emily Burgess – Financial Adviser

Adviser identifying number: 309668
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2007

Name of the licence holder: PGW FINANCIAL SERVICES PTY LTD
Licence number: 384713
Licensee’s ABN: 15123835441
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/06/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PGW FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 384713
Authorised Representative’s ABN: 15123835441

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 (Accounting) – Charles Sturt University
• Diploma of Financial Services (Financial Planning) – Kaplan

Relevant memberships of professional bodies or industry associations:

Sarah Emily Burgess is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Securities
• Superannuation