Financial Adviser · EMERALD BEACH, NSW

Jason Burley

26 Years experience
Tax advice
authorised
ASIC Registered · ADV 000232093

Jason Burley is a financial adviser based in Emerald Beach, New South Wales, with 26 years of experience in the financial services industry since 2000. Jason is currently authorised under Count Financial Limited, operating through Count Financial. Jason holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jason's qualifications include a Bachelor of Business from Southern Cross University. Jason is a member of Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) - Certified Financial Planner.

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

1997
Bachelor of Business
Southern Cross University
2003
Graduate Diploma of Financial Planning
Kaplan (formerly Securities Institute Australia)
2011
ASX Listed Products Accreditation Course (LPAC)
LPAC Online

Registration History

May 2020 - Present Current
Apr 2006 - Nov 2019 Ceased

Source: ASIC Financial Advisers Register