Financial Adviser · ADELAIDE, SA

David Burgess

ADELAIDE, SA

28 Years experience

ASIC Registered · ADV 001005075

Currently at

Morgan Stanley Wealth Management Australia

Sydney, NSW (firm address)

View firm profile

David Burgess is a financial adviser based in Adelaide, South Australia, with 28 years of experience in the financial services industry since 1998. David is currently authorised under Morgan Stanley Wealth Management Australia. David holds authorisations to advise on managed investments, securities, derivatives and deposit products. David's 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

Morgan Stanley Wealth Management Australia Pty Ltd

Jan 2019 - Present Current

Derivatives: Authorised to provide personal financial product advice to retail clients as a Level 2 ASIC Accredited Derivatives Adviser for Exchanged Traded Options.

MacQuarie Equities Limited

Nov 2007 - Dec 2018 Ceased

Source: ASIC Financial Advisers Register