Simon Michael Burgess – Financial Adviser

Adviser identifying number: 291559
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2001

Name of the licence holder: PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence number: 234951
Licensee’s ABN: 11074608558
Licence controlled by: CENTREPOINT WEALTH PTY LTD

The date the Financial Adviser commenced the appointment: 01/07/2007
The date the Financial Adviser ceased the appointment: 01/02/2011
Name of the Authorised Representative: SIMON MICHAEL BURGESS
Authorised Representative identifying number: 000291559
Authorised Representative’s ABN:

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:

• Diploma of Financial Planning – Kaplan
• Diploma of Financial Planning – Kaplan

Relevant memberships of professional bodies or industry associations:

• Financial Planning Association of Australia (FPA)
• Financial Planning Association of Australia (FPA)

Simon Michael Burgess is authorised to provide advices on following products: