MenuWarren Burt CFP®
About Me
I help people optimise their financial situation by analysing their individual circumstances and tailoring financial strategies and product solutions to their personal needs.
I have practiced as a Financial Planner since 1991 and worked in the finance industry since 1982 and attained the designations of: Certified Financial Planner® and SMSF Specialist Adviser®.
Contact me on 0400 440 650.
Warren Burt
Authorised Representative (336132)
Sequoia Financial Advice, a trusted advice partner, helping people achieve their best financial outcome.
Areas of Focus
- Aged care
- Cashflow management
- Divorce
- Employment changes
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SME advice
- Superannuation
- Wealth management
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Years of Experience 16 Years -
Licensed By Interprac Financial Planning Pty Ltd
