Paul Leslie Burton
Financial Adviser in Maroubra, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000244695
- Location
- Maroubra NSW 2035
- Licensee
- Professional Investment Services Pty Ltd (AFSL 234951)
- Authorised since
- 8 December 2003
- First provided advice
- 1998
- Qualifications
- Bachelor of Commerce (Accounting, Finance and Systems)Bachelor of Commerce (Accounting, Finance and, University of New South Wales (1983); CPA Program Professional Level, CPA Australia (1993); DFP Competencies (DFP1, DFP2, DFP8 and PKE), FPA Australia (2002); ASX Accredited Listed Products Adviser Program, Kaplan Professional (2009); Margin Lending and Geared Investments Course, Kaplan Professional (2010); Self Managed Superannuation Funds Course, Kaplan Professional (2014)
- Memberships
- CPA Australia (CPA); Certified Financial Planner (CFP) of FAAA; Law Society NSW
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Paul Leslie Burton
On the Financial Advisers Register kept by ASIC, Paul Leslie Burton appears as a current financial adviser in Maroubra, New South Wales, adviser number 000244695.
Paul provides advice as an authorised representative of Professional Investment Services Pty Ltd, which holds Australian financial services licence 234951. The current authorisation started on 8 December 2003.
The register records 1998 as the year Paul first provided financial advice. Qualifications and training on file include Bachelor of Commerce (Accounting, Finance and Systems)Bachelor of Commerce (Accounting, Finance and (University of New South Wales, 1983), CPA Program Professional Level (CPA Australia, 1993) and DFP Competencies (DFP1, DFP2, DFP8 and PKE) (FPA Australia, 2002). Professional memberships recorded: CPA Australia (CPA), Certified Financial Planner (CFP) of FAAA and Law Society NSW.
Paul is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, 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 Paul Leslie Burton a registered financial adviser?
Yes. Paul Leslie Burton is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000244695.
Which licensee does Paul Leslie Burton work under?
Professional Investment Services Pty Ltd, Australian financial services licence 234951.
What can Paul Leslie Burton give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.