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- Warren Glenn Burt
Warren Glenn Burt
- Name
- Warren Glenn Burt
- ID
- 336132
- ABN
- –
- First Provided Advice
- 2009
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 1991 - Bachelor of Business - Bachelor Degree (AQF 7) - University of Western Sydney
- 1993 - Certified Practising Accountant - Professional Designations - CPA Australia
- 1996 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia
- 1996 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association of Australia
- 2022 - SMSF Specialist Advisor - Professional Designations - SMSF Association
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- CFP - Certified Financial Planner (FPA)
- Financial Advice Association of Australia (FAAA)
- SMSF Association
Licencee
- Status
- Ceased
- Licence Holder
- Gda Financial Services Pty Ltd (#225931)
- Commenced
- Jan. 15, 2018
- Ceased
- Oct. 24, 2022
- Status
- Current
- Licence Holder
- Interprac Financial Planning Pty ltd (#246638)
- Commenced
- Nov. 21, 2022
Skills
- Provide Financial Product Advice - Carbon Credits/Carbon Unit
- Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
- Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
- Provide Financial Product Advice - Derivatives
- Provide Financial Product Advice - Derivatives/Derivatives - Wool only
- Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
- Provide Financial Product Advice - Derivatives/Derivatives - Grain only
- Provide Financial Product Advice - Foreign Exchange Contracts
- Provide Financial Product Advice - Government Debentures, Stocks or Bonds
- Provide Financial Product Advice - Life Products/Investment Life Insurance Products
- Provide Financial Product Advice - Life Products/Life Risk Insurance Product
- Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
- Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
- Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
- Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
- Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
- Provide Financial Product Advice - Managed Investment Schemes/MDA Services
- Provide Financial Product Advice - Retirement Savings Account Products
- Provide Financial Product Advice - Securities
- Provide Financial Product Advice - Superannuation
- Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
- Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
- Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
- Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
- Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
- Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
- Provide Financial Product Advice - FHSA Issued non ADI
- Old Law Securities Options Contracts and Warrants Securities
- Old Law Futures Contracts and Warrants
- Managed Investment Schemes (Registered or Unregistered)
- Securities – Debentures Managed Investment Schemes
- All Securities
- Status
- Ceased
- Licence Holder
- Ausure Pty Ltd (#238433)
- Commenced
- Feb. 22, 2016
- Ceased
- June 24, 2016
- Status
- Ceased
- Licence Holder
- Findex Financial Advice Pty Ltd (#238244)
- Commenced
- May 14, 2012
- Ceased
- May 1, 2015
- Status
- Ceased
- Licence Holder
- Hillross Financial Services Limited (#232705)
- Commenced
- March 3, 2017
- Ceased
- Jan. 9, 2018
- Status
- Ceased
- Licence Holder
- Retirewell Financial Planning Pty. Ltd. (#247062)
- Commenced
- Sept. 14, 2015
- Ceased
- Feb. 17, 2016
- Status
- Ceased
- Licence Holder
- Westpac Banking Corporation (#233714)
- Commenced
- Sept. 1, 2009
- Ceased
- May 1, 2012