Jason Burgmann

Financial Adviser

ASIC adviser number:
000337803
Qualifications and training:

2008, Diploma of Financial Services (Financial Planning), Diploma (AQF 5), Kaplan
2013, SMSF Accreditation, Professional Designations, Mentor
2023, Graduate Diploma of Financial Planning, Graduate Diploma (AQF 8), Kaplan
2024, Aged Care Specialist Course, Professional Designations, Aged Care Steps
2025, Accredited Behavioural Finance Professional, Professional Designations, Kaplan Professional
2025, Chartered Retirement Planning Counsellor, Professional Designations, Kaplan Professional

When adviser first provided advice:
1999
Membership of professional associations:
None
Disciplinary action by ASIC:
None
Location:
Level 1, 2 / 14 Bulwer St
Maitland  NSW  2320
AFS licence holder name:
Axis Financial Advisers Pty Ltd
AFS licence number:
000291523
It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».