Financial Adviser · SUTHERLAND, NSW

Dewald Burger

SUTHERLAND, NSW
17 Years experience
Tax advice
authorised
ASIC Registered · ADV 001001257
Licensee
Sydney, NSW (licence address on ASIC register)

About Dewald Burger

Dewald Burger is a financial adviser based in Sutherland, New South Wales, with 17 years of experience in the financial services industry since 2009. Dewald is currently authorised under Lfc Group. Dewald holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Dewald's qualifications include a Certified Financial Planner from Financial Planning Association of Australia (FPA). Dewald 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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

1994
Bachelor of Commerce
University of Stellenbosch
2000
Bachelor of Accounting Science
University of South Africa
2009
Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2011
Certified Financial Planner
Financial Planning Association of Australia (FPA)
2011
Self Managed Superannuation Funds
Kaplan Higher Education Pty Limited
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited

Registration History

Sep 2026 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Nov 2020 - Sep 2026 Ceased
A.C.N. 133 593 012 PTY LTD
Mar 2019 - Nov 2020 Ceased
Jan 2019 - Feb 2019 Ceased
Jan 2019 - Feb 2019 Ceased
IMB FINANCIAL PLANNING LIMITED
Feb 2012 - Dec 2018 Ceased
AAA FINANCIAL INTELLIGENCE LTD
Mar 2009 - May 2009 Ceased

Source: ASIC Financial Advisers Register