Financial Adviser
· BELCONNEN, ACT
Sarah Emily Burgess
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000309668
Sarah Emily Burgess is a financial adviser based in Belconnen, Australian Capital Territory, with 19 years of experience in the financial services industry. Sarah is currently authorised under Pgw Financial Services Pty Ltd. Sarah holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business (Accounting) from Charles Sturt University. Sarah is a member of Chartered Accountants Australia and New Zealand (CA ANZ).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2009
Diploma of Financial Services (Financial Planning)
Kaplan
2014
Bachelor of Business (Accounting)
Charles Sturt University
2017
Graduate Diploma of Chartered Accounting
Chartered Accountants Australia and New Zealand
2018
SMSF & Superannuation
Financial Education Professionals
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2025
Superannuation and Retirement Advice
Kaplan Professional