PAUL ALEXANDER ANTHONY BURGON

Financial Adviser · Sydney, NSW

Registered

Registration Number

001000968

Registration Status

Registered

Location

Sydney, NSW 2000

Providing Advice Since

2006

Registration Date

01/07/2006

Financial Services Licensee

LIPMAN BURGON AND PARTNERS PTY LIMITED

Licence #000234972

📚 Qualifications & Training

2009 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - FINSIA
2010 - Master of Applied Finance - Masters Degree (AQF 9) - Kaplan Professional
2012 - Certified Financial Planner (CFP) - Masters Degree (AQF 9) - Financial Planning Association of Australia
2014 - Certified Investment Management Analyst - Masters Degree (AQF 9) - Investment Management Consultants Association (IMCA) Australia

🏢 Professional Memberships

Financial Advice Association of Australia (FAAA)

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.