Financial Adviser
· ADELAIDE, SA
David Burgess
No disciplinary history on record with ASIC
28
Years experience
ASIC Registered · ADV 001005075
David Burgess is a financial adviser based in Adelaide, South Australia, with 28 years of experience in the financial services industry. David is currently authorised under Morgan Stanley Wealth Management Australia Pty Ltd. David holds authorisations to advise on managed investments, securities, derivatives and deposit products. Their qualifications include a Bachelor of Science (Mathematical & Computer Sciences) from University of Adelaide.
Authorised to Advise On
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Restrictions: Derivatives: Authorised to provide personal financial product advice to retail clients as a Level 2 ASIC Accredited Derivatives Adviser for Exchanged Traded Options.
Qualifications and Training
1997
Bachelor of Science (Mathematical & Computer Sciences)
University of Adelaide
2001
Graduate Diploma of Financial Planning
Securities Institute
2011
Margin Lending and Geared Investments
Kaplan Professional
Registration History
Derivatives: Authorised to provide personal financial product advice to retail clients as a Level 2 ASIC Accredited Derivatives Adviser for Exchanged Traded Options.
Source: ASIC Financial Advisers Register