Financial Adviser
· SYDNEY, NSW
Mark Burgess
No disciplinary history on record with ASIC
SYDNEY,
NSW
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000388336
About Mark Burgess
Mark Burgess is a financial adviser based in Sydney, New South Wales, with 16 years of experience in the financial services industry since 2010. Mark is currently authorised under Personal Financial Services. Mark holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Mark holds a Bachelor of Arts from Australian National University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Restrictions: Not SMSF
Authorised to provide tax financial advice services
Qualifications and Training
1986
Bachelor of Arts
Australian National University
Registration History
Not SMSF
Managed Investments: within Investment Life Insurance Products only - IDPS excluded
FINANCIAL SERVICES PARTNERS PTY LIMITED
FINANCIAL SERVICES PARTNERS PTY LIMITED
Source: ASIC Financial Advisers Register