Financial Adviser
· KANGAROO GULLY, WA
Brendon Burvill
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000263211
Brendon Burvill is a financial adviser based in Kangaroo Gully, Western Australia, with 22 years of experience in the financial services industry. Brendon is currently authorised under Oakwood Lifestyle Advisers Pty Ltd. Brendon 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 Diploma of Financial Planning from International Institute of Technology. Brendon 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
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2001
511 Superannuation: Advice & Regulation
Securities Institute (Kaplan Professional)
2002
DFP 1-3
Financial Planning Association
2011
Self Managed Superannuation funds
Kaplan Professional
2012
Margin Lending and Geared Investments
Kaplan Professional
2016
Diploma of Financial Planning
International Institute of Technology
Registration History
Not authorised to provide personal advice on Securities, Standard Margin Lending
GUARDIANFP PTY LIMITED
Superannuation excludes SMSF Advice
CHESS FINANCIAL SERVICES PTY LTD
Source: ASIC Financial Advisers Register