Gregory Burford
Financial Adviser
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About
Gregory Burford is an ASIC-registered financial adviser dedicated to providing comprehensive and personalized financial advice to clients in Bella Vista and across New South Wales. With a strong foundation in accounting, Gregory holds a Bachelor of Commerce (Accounting) from the University of Western Sydney (1993) and is a Chartered Accountant (CA) with Chartered Accountants Australia and New Zealand (CA ANZ) since 1996. He has enhanced his expertise with specialized training in Margin Lending & Geared Investments and holds accreditations in Economic and Legal Context for Financial Planning and Ethics and Professionalism in Financial Advice from Kaplan Higher Education. As an authorized financial adviser, Gregory is equipped to provide advice on a broad spectrum of financial products, including superannuation, insurance, wealth management, and retirement planning. He also specialises in investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. Gregory’s approach is centered on building long-term relationships with his clients, understanding their unique financial goals, and developing tailored strategies to help them achieve financial security and prosperity. • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions • Investment Advice Ready to take control of your financial future? Contact Gregory Burford today to schedule a consultation and discover how his expertise can benefit you.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Gregory Burford offer?
Gregory Burford provides advice on a range of financial products including superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts and government debt securities. He can help you with your overall financial strategy, retirement plans, insurance coverage and investments.
What qualifications does Gregory Burford have?
Gregory holds a Bachelor of Commerce (Accounting) from the University of Western Sydney, is a Chartered Accountant (CA) with Chartered Accountants Australia and New Zealand (CA ANZ). He has also completed specialized training in Margin Lending & Geared Investments as well as accreditations in Economic and Legal Context for Financial Planning and Ethics and Professionalism in Financial Advice from Kaplan Higher Education.
How does Gregory Burford approach financial planning?
Gregory focuses on building long-term relationships with his clients. He starts by understanding your individual financial goals and then develops a tailored strategy to help you achieve financial security and prosperity. He provides ongoing support and advice to keep you on track.
What can I expect during my first meeting with Gregory?
During your first meeting, Gregory will discuss your current financial situation, your goals and objectives, and your risk tolerance. He will explain his services and how he can help you. It’s an opportunity for you to ask questions and get to know Gregory and how he works.
Is Gregory Burford registered and licensed to provide financial advice in Australia?
Yes, Gregory Burford is an ASIC-registered financial advisor, meaning he is authorized to provide financial advice in Australia in accordance with regulatory requirements. He holds the necessary qualifications and memberships to provide professional financial advice.
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