Brendon Burvill
Financial Adviser in Kangaroo Gully, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000263211
- Location
- Kangaroo Gully WA 6255
- Licensee
- Oakwood Lifestyle Advisers Pty Ltd (AFSL 379049)
- Authorised since
- 16 April 2024
- First provided advice
- 2004
- Qualifications
- 511 Superannuation: Advice & Regulation, Securities Institute (Kaplan Professional) (2001); DFP 1-3, Financial Planning Association (2002); Self Managed Superannuation funds, Kaplan Professional (2011); Margin Lending and Geared Investments, Kaplan Professional (2012); Diploma of Financial Planning, International Institute of Technology (2016)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Brendon Burvill
Brendon Burvill is a financial adviser in Kangaroo Gully, Western Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000263211.
The licensee Brendon advises under is Oakwood Lifestyle Advisers Pty Ltd (AFS licence 379049). The current authorisation started on 16 April 2024.
The register records 2004 as the year Brendon first provided financial advice. Qualifications and training on file include 511 Superannuation: Advice & Regulation (Securities Institute (Kaplan Professional), 2001), DFP 1-3 (Financial Planning Association, 2002) and Self Managed Superannuation funds (Kaplan Professional, 2011). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Brendon Burvill a registered financial adviser?
Yes. Brendon Burvill is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000263211.
Which licensee does Brendon Burvill work under?
Oakwood Lifestyle Advisers Pty Ltd, Australian financial services licence 379049.
What can Brendon Burvill give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.