Financial Adviser
· SYDNEY, NSW
Paul Alexander Anthony Burgon
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001000968
Paul Alexander Anthony Burgon is a financial adviser based in Sydney, New South Wales, with 20 years of experience in the financial services industry. Paul is currently authorised under Lipman Burgon And Partners Pty Limited. 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 Certified Financial Planner (CFP) from Financial Planning Association of Australia. Paul is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2009
Graduate Diploma of Financial Planning
FINSIA
2010
Master of Applied Finance
Kaplan Professional
2012
Certified Financial Planner (CFP)
Financial Planning Association of Australia
2014
Certified Investment Management Analyst
Investment Management Consultants Association (IMCA) Australia
Registration History
Source: ASIC Financial Advisers Register