Financial Adviser
· BALLARAT, VIC
Tracey Leanne Burns
No disciplinary history on record with ASIC
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002220
Tracey Leanne Burns is a financial adviser based in Ballarat, Victoria, with 27 years of experience in the financial services industry. Tracey is currently authorised under Findex Advice Services Pty Ltd. Tracey 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 Business from Ballarat University College. Tracey is a member of CPA Australia (CPA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Restrictions: Excluding LRBA's
Authorised to provide tax financial advice services
Qualifications and Training
1991
Bachelor of Business
Ballarat University College
2001
Chartered Professional Accountant Program (CPA)
CPA
2006
Certified Practising Accountant
CPA Australia
2017
SMSF Core Course
DBA Network Pty Ltd
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional