William Edward Burrell – Financial Adviser

Adviser identifying number: 303336
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1980

Name of the licence holder: CHAUCER GROUP PTY LTD
Licence number: 480318
Licensee’s ABN:
Licence controlled by:

The date the Financial Adviser commenced the appointment: 15/02/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: BURSON PTY LTD
Authorised Representative identifying number: 434818
Authorised Representative’s ABN: 25118144415

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:

  • Cert IV in Financial Planning – Tribeca Learning (Aust) Pty Limited
  • Risk Management and Insurance Planning – The National Mutual Life Association of Australiasia Limited
  • Superannuation and Retirement Planning – Integratec Training Pty Limited

Relevant memberships of professional bodies or industry associations:

William Edward Burrell is authorised to provide advices on following products:

  • Life Products / Life Risk Insurance Products