PAUL LESLIE BURTON
Financial Adviser ยท Maroubra, NSW
๐ Qualifications & Training
1983 - Bachelor of Commerce (Accounting, Finance and Systems)Bachelor of Commerce (Accounting, Finance and - Bachelor Degree (AQF 7) - University of New South Wales
1993 - CPA Program Professional Level - Professional Designations - CPA Australia
2002 - DFP Competencies (DFP1, DFP2, DFP8 and PKE) - Other - FPA Australia
2009 - ASX Accredited Listed Products Adviser Program - Other - Kaplan Professional
2010 - Margin Lending and Geared Investments Course - Other - Kaplan Professional
2014 - Self Managed Superannuation Funds Course - Other - Kaplan Professional
๐ข Professional Memberships
CPA Australia (CPA)
Certified Financial Planner (CFP) of FAAA
Law Society NSW
โน๏ธ 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.