Financial Adviser · BELLA VISTA, NSW

Gregory Burford

25 Years experience
Tax advice
authorised
ASIC Registered · ADV 000232138

Gregory Burford is a financial adviser based in Bella Vista, New South Wales, with 25 years of experience in the financial services industry. Gregory is currently authorised under Count Financial Limited. Gregory 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 Commerce (Accounting) from University of Western Sydney. Gregory 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 Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1993
Bachelor of Commerce (Accounting)
University of Western Sydney
1996
Chartered Accountant (CA)
Chartered Accountants Australia & New Zealand (CA ANZ)
2010
Margin Lending & Geared Investments
Kaplan Professional
2020
FPC001B Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Higher Education
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education

Registration History

Sep 2021 - Present Current
Jul 2003 - Sep 2020 Ceased

Source: ASIC Financial Advisers Register