Data sourced from ASIC Financial Advisers Register
Financial Adviser · LEEMING, WA

Jose Dono Burgos

8 Years experience
Tax advice
authorised
Currently at
Merit Wealth Pty Ltd
Sydney, NSW
View firm profile
ASIC Registered · ADV 001271650

Jose Dono Burgos is a financial adviser based in Leeming, Western Australia, with 8 years of experience in the financial services industry. Jose is currently authorised under Merit Wealth Pty Ltd. Jose holds authorisations to advise on superannuation and deposit products, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce (Accounting and Finance) from Murdoch University. Jose is a member of CPA Australia (CPA).

Authorised to Advise On

Tax Financial Advice Superannuation Deposit Products

Restrictions: Financial Product advice is limited to SMSF - Product class advice on superannuation

Authorised to provide tax financial advice services

Qualifications and Training

2002
Bachelor of Commerce (Accounting and Finance)
Murdoch University
2005
Certified Practicing Accountant (CPA) Australia Program
CPA Australia
2018
Self-Managed Superannuation Funds
Financial Education Professionals
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education

Registration History

Merit Wealth Pty Ltd
Dec 2018 - Present Current
Financial Product advice is limited to SMSF - Product class advice on superannuation

Source: ASIC Financial Advisers Register