Paul Bursich
Financial Adviser in Werribee, Victoria, Australia
Review Paul Bursich
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000265115
- Location
- Werribee VIC 3030
- Licensee
- Ri Advice Group Pty Ltd (AFSL 238429)
- Authorised since
- 26 February 2004
- First provided advice
- 1986
- Qualifications
- Bachelor of Business (Accounting), Victoria University of Technology (1991); 8 unit Diploma of Financial Planning, Financial Planning Association of Australia Limited (2000); Certified Financial Planner, Financial Planning Association of Australia Limited (2000); Self Managed Superannuation Funds, Kaplan Professional Education (2012); Accredited Listed Product Adviser Program, Kaplan Professional Education (2014)
- Memberships
- CPA Australia (CPA); Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Paul Bursich
On the Financial Advisers Register kept by ASIC, Paul Bursich appears as a current financial adviser in Werribee, Victoria, adviser number 000265115.
The licensee Paul advises under is Ri Advice Group Pty Ltd (AFS licence 238429). That authorisation dates from 26 February 2004.
The register records 1986 as the year Paul first provided financial advice. The qualifications listed for Paul include Bachelor of Business (Accounting) (Victoria University of Technology, 1991), 8 unit Diploma of Financial Planning (Financial Planning Association of Australia Limited, 2000) and Certified Financial Planner (Financial Planning Association of Australia Limited, 2000). Paul is recorded as a member of CPA Australia (CPA) and 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 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Paul Bursich here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Paul Bursich a registered financial adviser?
Yes. Paul Bursich is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000265115.
Which licensee does Paul Bursich work under?
Ri Advice Group Pty Ltd, Australian financial services licence 238429.
What can Paul Bursich give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts.