Financial Adviser
· BRISBANE, QLD
William James Burke
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000325305
William James Burke is a financial adviser based in Brisbane, Queensland, with 18 years of experience in the financial services industry. William is currently authorised under Art Financial Advice Pty Ltd. William holds authorisations to advise on superannuation, life insurance and deposit products, as well as tax financial advice services (TFAS). Their qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited. William is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
2008
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2011
Advanced Diploma of Financial Services (Financial Planning)
Pinnacle Financial Services Academy
2019
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education