Financial Adviser
· TORQUAY, VIC
Ruby Alice Burtonwood
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001265090
Ruby Alice Burtonwood is a financial adviser based in Torquay, Victoria, with 8 years of experience in the financial services industry. Ruby is currently authorised under Regional Wealth Services Pty Ltd. Ruby holds authorisations to advise on superannuation, life insurance and life insurance investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce (Finance, Accounting & Financial Planning) from Deakin University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Authorised to provide tax financial advice services
Qualifications and Training
2016
Bachelor of Commerce (Finance, Accounting & Financial Planning)
Deakin University
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
Not authorised for Self-managed superannuation Fund advice
Government Debentures, Stocks or Bonds: class of product only. Securities: class of product only. Not authorised to provide SMSF advice.
Source: ASIC Financial Advisers Register