Why we exist
“We want you to have that nostalgic feeling that comes from looking back at an old photo, and you say to yourself, we did OK."
Burton Financial Services is a boutique firm providing professional services covering personalised Accounting, Financial Planning & Legal Services. We have been practicing in the Maroubra area since 1989 and our aim is to provide a comprehensive, professional service to all of our clients.
Life is about people and it’s the reason for everything we do.
Initially we are asking you to seek a conversation with us and to feel confident about asking for help.
Please don't keep us a secret
Our business has grown through referrals by other professionals who want their clients to benefit from good financial advice and, by our own clients, who want the same for their friends, family and colleagues.
So if you know of anyone who could also benefit from our services, please feel free to refer them to us, please don’t keep us a secret.
Financial Adviser & Director B.Com., Dip. Law, CPA, CFP
Paul Burton is the Principal of the practice. He holds a Bachelor of Commerce Degree from the University of New South Wales graduating in 1982 and is a Certified Practicing Accountant (CPA). Paul holds an unrestricted practicing certificate as a Solicitor and was admitted to practice in the Supreme Court of New South Wales in 1988.
Paul obtained qualifications in Financial Planning in 1998 and was admitted to practice as a Certified Financial Planner (CFP) by the Financial Planning Association of Australia in 2001.
Paul is in the unique position of being able to provide a complete range of accounting, taxation, financial planning and estate planning services, thereby enabling clients to be fully informed when making important financial decisions.
Paul has operated the practice in Maroubra Junction since 1989 following a stint as an auditor with the Australian Taxation Office and is an active participant in local community organisations.
Disclosure Statement: Paul Burton is an Authorised Representative #244695 of Professional Investment Services Pty Ltd (ABN 11 074 608 558, AFSL 234951).
PIS Licensee Information: http://www.centrepointalliance.com.au/PIS Telephone number 1300 557 598 Email address firstname.lastname@example.org