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Gregory Burton

Financial Adviser

Carrick Aland Wealth Planning Pty Ltd
Dalby, QLD 4405

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About

Gregory Burton is an ASIC-registered financial adviser based in Dalby, QLD, committed to providing tailored financial solutions to help clients achieve their financial goals. With a Bachelor of Business from the University of Southern Queensland (1993) and certification from CPA Australia (1996), Gregory brings a wealth of knowledge and experience to his practice. He further enhanced his expertise with specialized training in Self Managed Superannuation Funds (2014) and Ethics and Professionalism in Financial Advice (2019). Gregory is a proud member of the Financial Advice Association of Australia (FAAA), adhering to the highest standards of ethical conduct and professional excellence. Gregory is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, and retirement planning. He specialises in helping clients navigate the complexities of financial decision-making, ensuring they are well-informed and confident in their choices. Key services include: • Superannuation advice • Insurance solutions • Retirement planning strategies • Investment life insurance • Life risk insurance • Retirement savings accounts • Government debt securities Ready to take control of your financial future? Contact Gregory Burton today for a consultation and discover how he can help you achieve your financial aspirations.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Retirement Savings Accounts Government Debt Securities Superannuation advice Retirement planning Insurance solutions SMSF advice Investment strategies Risk management

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000244252

Verify on ASIC Register

Authorised Representative Number

000263252

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Gregory Burton offer?

Gregory Burton specialises in superannuation advice, insurance, retirement planning, investment life insurance, life risk insurance, retirement savings accounts and government debt securities. He can help you create a tailored plan to achieve your financial goals.

What are Gregory Burton's qualifications?

Gregory Burton holds a Bachelor of Business from the University of Southern Queensland and is a Certified Practicing Accountant (CPA). He also has specialized training in Self Managed Superannuation Funds and Ethics and Professionalism in Financial Advice.

What can I expect during my first consultation with Gregory?

During your initial consultation, Gregory will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then provide you with a clear and concise explanation of how he can help you achieve your objectives.

Is Gregory Burton a member of any professional associations?

Yes, Gregory is a member of the Financial Advice Association of Australia (FAAA), demonstrating his commitment to upholding the highest ethical and professional standards in the financial advice industry.

How does Gregory Burton stay up-to-date with the latest financial regulations and industry changes?

Gregory is committed to ongoing professional development and regularly participates in industry training and seminars to stay informed about the latest financial regulations and market trends. This ensures he can provide you with the most accurate and relevant advice.

Get in Touch

Contact Gregory directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.