Financial Adviser
· ALBURY, NSW
Simon Michael Burgess
No disciplinary history on record with ASIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000291559
Simon Michael Burgess is a financial adviser based in Albury, New South Wales, with 25 years of experience in the financial services industry. Simon is currently authorised under Securinvest Financial Planners Pty. Ltd.. Simon holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Simon holds a Diploma of Financial Planning from Kaplan. Simon is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2010
Diploma of Financial Planning
Kaplan