Financial Adviser · MELBOURNE, VIC

Fiona Burton

MELBOURNE, VIC

3 Years experience

Tax advice
authorised

ASIC Registered · ADV 001301686

Licensee

Perpetual Trustee Company Limited

Sydney, NSW (licence address on ASIC register)

View licensee

About Fiona Burton

Fiona Burton is a financial adviser based in Melbourne, Victoria, with 3 years of experience in the financial services industry since 2023. Fiona works at Perpetual Trustee Company, which is licensed through Perpetual Trustee Company Limited. Fiona holds authorisations to advise on superannuation, life insurance investments, managed investments and securities, as well as tax financial advice services (TFAS). Fiona holds a Graduate Diploma of Financial Planning from Swinburne University of Technology.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds

Restrictions: Authorised to provide subsequent investment related advice (further advice only)

Authorised to provide tax financial advice services

Qualifications and Training

2022

Graduate Diploma of Financial Planning

Swinburne University of Technology

Registration History

Perpetual Trustee Company Limited

Jan 2023 - Present Current

Authorised to provide subsequent investment related advice (further advice only)

Source: ASIC Financial Advisers Register