Burchell Wilson
Financial Adviser
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About
Burchell Wilson is an ASIC-registered financial adviser based in East Ipswich, Queensland, dedicated to providing tailored financial solutions to help clients achieve their financial goals. With a robust academic background including a Bachelor of Economics and Bachelor of Laws from the Australian National University, and a Master of Science in Applied Economics from Johns Hopkins University, Burchell brings a wealth of knowledge and expertise to his practice. He further strengthened his financial planning acumen through studies at Kaplan Professional, culminating in a Graduate Diploma of Financial Planning. As a member of the Association of Independently Owned Financial Professionals (AIOFP), Burchell adheres to the highest standards of professionalism and ethical conduct. He is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, and retirement planning solutions, as well as Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts, and Government Debt Securities. • Superannuation advice • Retirement planning • Insurance advice • Investment strategies • Life Risk Insurance Burchell is committed to building long-term relationships with his clients, providing personalised advice and ongoing support to help them navigate the complexities of the financial landscape. Contact Burchell today to arrange a consultation and take the first step towards securing your financial future.
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Frequently Asked Questions
What types of financial advice does Burchell Wilson provide?
Burchell Wilson provides advice on superannuation, retirement planning, insurance (including Investment Life Insurance and Life Risk Insurance), and investments, including Retirement Savings Accounts and Government Debt Securities.
What are Burchell Wilson's qualifications?
Burchell holds a Bachelor of Economics and a Bachelor of Laws from the Australian National University, a Master of Science in Applied Economics from Johns Hopkins University, and a Graduate Diploma of Financial Planning from Kaplan Professional.
What is the process for becoming a client of Burchell Wilson?
The process typically begins with an initial consultation to discuss your financial goals and current situation. From there, Burchell will develop a personalised financial plan tailored to your specific needs. Ongoing reviews and support are provided to ensure your plan remains aligned with your goals.
How does Burchell Wilson stay up-to-date with the latest financial regulations?
Burchell is committed to ongoing professional development and regularly attends industry events and completes continuing education courses to stay informed about the latest changes in financial regulations and best practices.
What should I expect during my first meeting with Burchell Wilson?
During your first meeting, you can expect a friendly and informative discussion about your financial goals, current financial situation, and risk tolerance. Burchell will take the time to understand your needs and answer any questions you may have.
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