Financial Adviser · RHODES, NSW

Mitchell Burton

10 Years experience
Tax advice
authorised
ASIC Registered · ADV 001248673

Mitchell Burton is a financial adviser based in Rhodes, New South Wales, with 10 years of experience in the financial services industry. Mitchell is currently authorised under Bluewater Financial Advisors Pty Ltd. Mitchell 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 from University of Wollongong.

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

2010
Bachelor of Commerce
University of Wollongong
2016
Diploma of Financial Planning
Kaplan
2017
SMSF Specialist
Kaplan
2018
Advanced Diploma of Financial Planning
Kaplan
2024
Tax For Financial Advising
Kaplan
2025
Graduate Diploma of Financial Planning
Kaplan

Registration History

Sep 2022 - Present Current
Jul 2022 - Aug 2022 Ceased
Apr 2017 - Oct 2018 Ceased
Excluding Self Managed Superannuation Funds

Source: ASIC Financial Advisers Register