Financial Adviser
· MAWSON LAKES, SA
Simon James Burge
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000318251
Simon James Burge is a financial adviser based in Mawson Lakes, South Australia, with 19 years of experience in the financial services industry. Simon is currently authorised under Wealth Today 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). Their qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited. 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
2007
Diploma of Financial Services (Financial Planning)
AMP Financial Planning Pty Ltd
2010
DPML Margin Lending
Pinnacle Financial Services Academy
2010
Self Managed Superannuation Funds
Kaplan Education Pty Limited
2017
Advanced Diploma of Financial Planning
Kaplan Education Pty Ltd
2019
Chartered Life Practitioner Course
Financial Advice Association of Australia Limited
2022
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2024
Tax for Financial Advising
Kaplan Education Pty Ltd
Registration History
Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register