Financial Adviser
· WERRIBEE, VIC
Paul Bursich
No disciplinary history on record with ASIC
40
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000265115
Paul Bursich is a financial adviser based in Werribee, Victoria, with 40 years of experience in the financial services industry. Paul is currently authorised under Ri Advice Group Pty Ltd. Paul 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 Certified Financial Planner from Financial Planning Association of Australia Limited. Paul is a member of CPA Australia (CPA) and Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
1991
Bachelor of Business (Accounting)
Victoria University of Technology
2000
8 unit Diploma of Financial Planning
Financial Planning Association of Australia Limited
2000
Certified Financial Planner
Financial Planning Association of Australia Limited
2012
Self Managed Superannuation Funds
Kaplan Professional Education
2014
Accredited Listed Product Adviser Program
Kaplan Professional Education