Financial Adviser
· MAITLAND, NSW
Jason Alan Burgmann
No disciplinary history on record with ASIC
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000337803
Jason Alan Burgmann is a financial adviser based in Maitland, New South Wales, with 27 years of experience in the financial services industry. Jason is currently authorised under Axis Financial Advisers Pty Ltd. Jason 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 Graduate Diploma of Financial Planning from Kaplan.
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
2008
Diploma of Financial Services (Financial Planning)
Kaplan
2013
SMSF Accreditation
Mentor
2023
Graduate Diploma of Financial Planning
Kaplan
2024
Aged Care Specialist Course
Aged Care Steps
2025
Accredited Behavioural Finance Professional
Kaplan Professional
2025
Chartered Retirement Planning Counsellor
Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register