Jason Alan Burgmann
Financial Adviser in Maitland, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000337803
- Location
- Maitland NSW 2320
- Licensee
- Axis Financial Advisers Pty Ltd (AFSL 291523)
- Authorised since
- 20 June 2017
- First provided advice
- 1999
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan (2008); SMSF Accreditation, Mentor (2013); Graduate Diploma of Financial Planning, Kaplan (2023); Aged Care Specialist Course, Aged Care Steps (2024); Accredited Behavioural Finance Professional, Kaplan Professional (2025); Chartered Retirement Planning Counsellor, Kaplan Professional (2025)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Jason Alan Burgmann
Jason Alan Burgmann is a financial adviser in Maitland, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000337803.
The licensee Jason advises under is Axis Financial Advisers Pty Ltd (AFS licence 291523). That authorisation dates from 20 June 2017.
According to the register, Jason first provided financial advice in 1999. The qualifications listed for Jason include Diploma of Financial Services (Financial Planning) (Kaplan, 2008), SMSF Accreditation (Mentor, 2013) and Graduate Diploma of Financial Planning (Kaplan, 2023).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Jason Alan Burgmann a registered financial adviser?
Yes. Jason Alan Burgmann is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000337803.
Which licensee does Jason Alan Burgmann work under?
Axis Financial Advisers Pty Ltd, Australian financial services licence 291523.
What can Jason Alan Burgmann 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.