JOSE DONO BURGOS
Financial Adviser · Leeming, WA
📚 Qualifications & Training
2002 - Bachelor of Commerce (Accounting and Finance) - Bachelor Degree (AQF 7) - Murdoch University
2005 - Certified Practicing Accountant (CPA) Australia Program - Professional Designations - CPA Australia
2018 - Self-Managed Superannuation Funds - Other - Financial Education Professionals
2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
CPA Australia (CPA)
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.