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Chris Burge Location
Sydney, NSW, AU
Chris Burge Work
Private Client Adviser @ (July 2016 - Present)
Private Client Adviser @ (May 2014 - July 2016)
Associate Client Adviser @ ipac (March 2013 - May 2014)
Team Leader - Paraplanning Services @ (April 2009 - August 2012)
Senior Paraplanner @ (October 2007 - April 2009)
Portfolio Manager @ (August 2005 - October 2007)
Chris Burge 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
Chris Burge Skills
Financial Services
Project Delivery
Relationship Management
Stakeholder Management
Superannuation
Wealth Management
Chris Burge Summary
Chris Burge, based in Sydney, NSW, AU, is currently a Private Client Adviser at Merit Wealth Pty Ltd. Chris Burge brings experience from previous roles at Ord Minnett, ipac and Perpetual Limited. Chris Burge holds a 2004 - 2006 Graduate Diploma of Financial Planning in Financial Planning and Services @ Finsia. With a robust skill set that includes Financial Services, Project Delivery, Relationship Management, Stakeholder Management, Superannuation and more. Chris Burge has 1 emails and 4 mobile phone numbers on RocketReach.
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