TRACEY LEANNE BURNS — Financial Adviser #001002220

Registration Number

001002220

Registration Status

Registered

Location

Ballarat, VIC 3350

Providing Advice Since

1999

Registration Date

02/02/2010

Financial Services Licensee

FINANCIAL INDEX AUSTRALIA PTY LTD

Licence #000240559

📚 Qualifications & Training

1991 - Bachelor of Business - Bachelor Degree (AQF 7) - Ballarat University College

2001 - Chartered Professional Accountant Program (CPA) - - CPA

2006 - Certified Practising Accountant - Professional Designations - CPA Australia

2017 - SMSF Core Course - Other - DBA Network Pty Ltd

2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional

🏢 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.