Chris Burge

Private Client Adviser at Merit Wealth Pty Ltd
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Sydney Area, AU
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Experience

  • Merit Wealth Pty Ltd
    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Private Client Adviser
      • Jul 2016 - Present

      Delivering tailored investment and strategic solutions to SMSF Trustees. Delivering tailored investment and strategic solutions to SMSF Trustees.

  • Ord Minnett
    • Australia
    • Financial Services
    • 400 - 500 Employee
    • Private Client Adviser
      • May 2014 - Jul 2016

      Delivering tailored investment and strategic solutions to SMSF Trustees. Delivering tailored investment and strategic solutions to SMSF Trustees.

  • ipac
    • France
    • Higher Education
    • 100 - 200 Employee
    • Associate Client Adviser
      • Mar 2013 - May 2014

  • Perpetual Limited
    • Australia
    • Financial Services
    • 700 & Above Employee
    • Team Leader - Paraplanning Services
      • Apr 2009 - Aug 2012

    • Senior Paraplanner
      • Oct 2007 - Apr 2009

    • Portfolio Manager
      • Aug 2005 - Oct 2007

Education

  • Finsia
    Graduate Diploma of Financial Planning, Financial Planning and Services
    2004 - 2006
  • Macquarie University
    Bachelor of Arts (B.A.), Psychology
    1995 - 1998
  • St Lukes Grammar
    -

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