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