PAUL MATTHEW BURNS


Licensee: KLI ACCOUNTANTS AND WEALTH MANAGERS PTY LTD

PAUL MATTHEW BURNS (Adviser# 001246927) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is August 24, 2016.

Adviser Overview

Register Name Financial Advisers
Adviser Name PAUL MATTHEW BURNS
Adviser Number 001246927
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2016
Financial Service (AFS) Licence Licence# 000452054
KLI ACCOUNTANTS AND WEALTH MANAGERS PTY LTD
Licence ABN 36167537546
Adviser Start Date 2016-08-24
Appointing Representative Name KLI ACCOUNTANTS AND WEALTH MANAGERS PTY LTD
Appointing Representative Number 000452054
Appointing Representative ABN 36167537546
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • PAUL MATTHEW BURNS
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Diploma of Financial Planning Kaplan
Masters of Finance Curtin University

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000452054 KLI ACCOUNTANTS AND WEALTH MANAGERS PTY LTD 2016-08-24 - KLI ACCOUNTANTS AND WEALTH MANAGERS PTY LTD

Licensee Information

Licence Name KLI ACCOUNTANTS AND WEALTH MANAGERS PTY LTD
Licence Number 000452054
Licence ABN 36167537546

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
KELLY-LOUISE PILLAY Kli Accountants and Wealth Managers Pty Ltd Current 2014-03-07
COLIN SIA Kli Accountants and Wealth Managers Pty Ltd Current 2014-03-07

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
KELLY-LOUISE PILLAY Kli Accountants and Wealth Managers Pty Ltd Current 2014-03-07
COLIN SIA Kli Accountants and Wealth Managers Pty Ltd Current 2014-03-07

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Dataset Information


Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.