Paul Burton Financial Planner Report

Name:
Paul Leslie Burton

Rep Number:
000244695

Status:
Current

First Advice:
1998

Disciplinary action:
No action

Most Recent Role:
2003-12-08 onwards

Location:
Maroubra, , NSW, 0

Licensee
Name:

Number:
000234951

ABN:
11 074 608 558

Controlled By:

Appointed By
Name:
Professional Investment Services Pty Ltd

Licence Number:
000234951

ABN:
11 074 608 558

May advise on following product areas:
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Kaplan
ASX Securities
The University of New South Wales
Bachelor of Commerce
FPA
Certified Financial Planner
Kaplan
Margin Lending
Kaplan
Self Managed Super Fund Course

Memberships
CPA Australia (CPA)
Financial Planning Association of Australia (FPA)
Law Society NSW