Tracey Leanne Burns
Financial Adviser in Ballarat, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001002220
- Location
- Ballarat VIC 3350
- Licensee
- Financial Index Australia Pty Ltd (AFSL 240559); Findex Advice Services Pty Ltd (AFSL 243253)
- Authorised since
- 2 February 2010
- First provided advice
- 1999
- Qualifications
- Bachelor of Business, Ballarat University College (1991); Chartered Professional Accountant Program (CPA), CPA (2001); Certified Practising Accountant, CPA Australia (2006); SMSF Core Course, DBA Network Pty Ltd (2017); Ethics and Professionalism in Financial Advice, Kaplan Professional (2021)
- Memberships
- CPA Australia (CPA)
- 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
- Restriction
- Excluding LRBA's
- Tax (financial) advice
- Yes
- Register status
- Current
About Tracey Leanne Burns
On the Financial Advisers Register kept by ASIC, Tracey Leanne Burns appears as a current financial adviser in Ballarat, Victoria, adviser number 001002220.
Tracey provides advice as an authorised representative of Financial Index Australia Pty Ltd, which holds Australian financial services licence 240559. The register also lists Findex Advice Services Pty Ltd (licence 243253). The current authorisation started on 2 February 2010.
According to the register, Tracey first provided financial advice in 1999. The qualifications listed for Tracey include Bachelor of Business (Ballarat University College, 1991), Chartered Professional Accountant Program (CPA) (CPA, 2001) and Certified Practising Accountant (CPA Australia, 2006). Tracey is recorded as a member of CPA Australia (CPA).
Tracey is authorised to advise 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.
The register adds a condition to this authorisation: “Excluding LRBA’s.”
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Questions people ask
Is Tracey Leanne Burns a registered financial adviser?
Yes. Tracey Leanne Burns is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001002220.
Which licensee does Tracey Leanne Burns work under?
Financial Index Australia Pty Ltd, Australian financial services licence 240559 and Findex Advice Services Pty Ltd, Australian financial services licence 243253.
What can Tracey Leanne Burns 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. It also records this restriction: "Excluding LRBA's."