Warren Glenn Burt is a financial adviser based in Hobart, Tasmania, with 17 years of experience in the financial services industry. Warren is currently authorised under Interprac Financial Planning Pty Ltd. Warren 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 Certified Financial Planner from Financial Planning Association of Australia. Warren is a member of CFP - Certified Financial Planner (FPA) and 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
Registration History
Nov 2022 - Present
Current
Jan 2018 - Oct 2022
Ceased
Mar 2017 - Jan 2018
Ceased
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.
Feb 2016 - Jun 2016
Ceased
We appoint you our Authorised Representative in accordance with section 916A (1) of the Corporations Act.You are authorised to perform the following tasks: Deposit and payment products limited to:- Basic Deposit Products;- Deposit Products other than basic Deposit Products Life Products including;a) Investment Life Insurance products as well as any products issued by a Registered LifeInsurance Company that are backed by one or more of its statutory funds; andb) Life Risk Insurance products as well as any products issued by a Registered Life InsuranceCompany that are backed by one or more of its statutory funds; Interest in Managed Investment Schemes including investor directed portfolio services; Retirement savings accounts (RSA) products (Within the meaning of the Retirement SavingsAccount Act 1997); Superannuation and retirement products Listed Securities
Sep 2015 - Feb 2016
Ceased
May 2012 - May 2015
Ceased
Sep 2009 - May 2012
Ceased
Source: ASIC Financial Advisers Register