Financial Adviser · MAWSON LAKES, SA

Simon James Burge

MAWSON LAKES, SA

19 Years experience

Tax advice
authorised

ASIC Registered · ADV 000318251

Currently at

Plan, Protect, Prosper

Sydney, NSW (firm address)

View firm profile

Simon James Burge is a financial adviser based in Mawson Lakes, South Australia, with 19 years of experience in the financial services industry since 2007. Simon is currently authorised under Wealth Today, operating through Plan, Protect, Prosper. Simon holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Simon's 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

Wealth Today Pty Ltd

Feb 2021 - Present Current

Akumin Financial Planning Pty Limited

Oct 2007 - May 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.

Source: ASIC Financial Advisers Register