GEOFFREY BURTON
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2008 - Bachelor of Mathematics and Finance - - University of Wollongong
2008 - Bachelor of Mathematics and Finance - Bachelor Degree (AQF 7) - University of Wollongong
2011 - Foundations of Financial Planning - - Kaplan
2012 - Diploma Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional Education
2012 - Investment Planning 1 - - Kaplan
2012 - Risk Management - - Kaplan
2012 - Superannuation and Retirement Planning - - Kaplan
2014 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional Education
2022 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2024 - FPC001B Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Higher Education
2024 - FPC006 Taxation for Financial Planning - Other - Kaplan Professional Education
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.