Financial Adviser · MAROUBRA, NSW

Paul Leslie Burton

28 Years experience

Tax advice
authorised

Currently at

Professional Investment Services Pty Ltd

Bundall, QLD

View firm profile

ASIC Registered · ADV 000244695

Paul Leslie Burton is a financial adviser based in Maroubra, New South Wales, with 28 years of experience in the financial services industry. Paul is currently authorised under Professional Investment Services Pty Ltd. Paul 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, Finance and Systems)Bachelor of Commerce (Accounting, Finance and from University of New South Wales. Paul is a member of CPA Australia (CPA), Certified Financial Planner (CFP) of FAAA and Law Society NSW.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1983

Bachelor of Commerce (Accounting, Finance and Systems)Bachelor of Commerce (Accounting, Finance and

University of New South Wales

1993

CPA Program Professional Level

CPA Australia

2002

DFP Competencies (DFP1, DFP2, DFP8 and PKE)

FPA Australia

2009

ASX Accredited Listed Products Adviser Program

Kaplan Professional

2010

Margin Lending and Geared Investments Course

Kaplan Professional

2014

Self Managed Superannuation Funds Course

Kaplan Professional

Registration History

Professional Investment Services Pty Ltd

Dec 2003 - Present Current

Source: ASIC Financial Advisers Register