Chris Burge Financial Planner Report

Name:
Chris Burge

Rep Number:
001004502

Status:
Current

First Advice:
2005

Disciplinary action:
No action

Most Recent Role:
2016-07-13 onwards

Location:
Sydney, , NSW, 0

Licensee
Name:

Number:
000409361

ABN:
89 125 557 002

Controlled By:

Appointed By
Name:
Merit Wealth Pty Ltd

Licence Number:
000409361

ABN:
89 125 557 002

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Macquarie University
Bachelor of Arts
Deakin University
Certified Financial Planner
Kaplan
Graduate Diploma of Financial Planning
Kaplan
Margin Lending and Geared Investments
University of Adelaide
Specialist SMSF Course

Memberships
Financial Planning Association of Australia (FPA)