Paul Alexander Anthony Burgon
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001000968
- Location
- Sydney NSW 2000
- Licensee
- Lipman Burgon and Partners Pty Limited (AFSL 234972)
- Authorised since
- 1 July 2006
- First provided advice
- 2006
- Qualifications
- Graduate Diploma of Financial Planning, FINSIA (2009); Master of Applied Finance, Kaplan Professional (2010); Certified Financial Planner (CFP), Financial Planning Association of Australia (2012); Certified Investment Management Analyst, Investment Management Consultants Association (IMCA) Australia (2014)
- 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, standard margin lending, derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About Paul Alexander Anthony Burgon
On the Financial Advisers Register kept by ASIC, Paul Alexander Anthony Burgon appears as a current financial adviser in Sydney, New South Wales, adviser number 001000968.
Advice is given under the Australian financial services licence of Lipman Burgon and Partners Pty Limited, licence number 234972. The current authorisation started on 1 July 2006.
The register records 2006 as the year Paul first provided financial advice. Qualifications and training on file include Graduate Diploma of Financial Planning (FINSIA, 2009), Master of Applied Finance (Kaplan Professional, 2010) and Certified Financial Planner (CFP) (Financial Planning Association of Australia, 2012). Paul is recorded as a member of Financial Advice Association of Australia (FAAA).
Paul is authorised to advise 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 Paul Alexander Anthony Burgon a registered financial adviser?
Yes. Paul Alexander Anthony Burgon is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001000968.
Which licensee does Paul Alexander Anthony Burgon work under?
Lipman Burgon and Partners Pty Limited, Australian financial services licence 234972.
What can Paul Alexander Anthony Burgon 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; standard margin lending; derivatives.