Financial Adviser
· ADELAIDE, SA
Emma Burckhardt
No disciplinary history on record with ASIC
1
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000341604
Emma Burckhardt is a financial adviser based in Adelaide, South Australia, with 1 year of experience in the financial services industry. Emma is currently authorised under Perks Private Wealth Pty Ltd. Emma 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 Master of Applied Finance from Kaplan Higher Education Pty Limited. Emma 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
Authorised to provide tax financial advice services
Qualifications and Training
2009
Graduate Diploma of Applied Finance (Financial Planning major)
Kaplan Higher Education Pty Limited
2010
Master of Applied Finance
Kaplan Higher Education Pty Limited
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2022
Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Professional
2023
Taxation for Financial Planning
Regulation & Legal Obligations - Kaplan Professional
Registration History
Emma Burckhardt is not authorised to provide financial product advice on Margin Lending Facilities. Emma Burckhardt is not authorised to deal in Margin Lending Facility products.
Source: ASIC Financial Advisers Register