Tracey Leanne Burns – Financial Adviser
Adviser identifying number: 1002220
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1999
Name of the licence holder: FINANCIAL INDEX AUSTRALIA PTY LTD
Licence number: 240559
Licensee’s ABN: 90094287037
Licence controlled by: FINDEX GROUP LIMITED
The date the Financial Adviser commenced the appointment: 02/02/2010
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FINANCIAL INDEX AUSTRALIA PTY LTD
Authorised Representative identifying number: 240559
Authorised Representative’s ABN: 90094287037
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- Bachelor of Business – Ballarat University College
- Bachelor of Business – Ballarat University College
- Certified Practising Accountant – CPA
- Certified Practising Accountant – CPA
- Chartered Professional Accountant Program (CPA) – CPA
- Chartered Professional Accountant Program (CPA) – CPA
Relevant memberships of professional bodies or industry associations:
- CPA Australia (CPA)
- CPA Australia (CPA)
Tracey Leanne Burns is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation