Greg Burton

Carrick Aland Wealth Planning Pty Ltd

Platinum
23 Yrs Experience
Dalby, QLD 4405

Greg began work as a graduate accountant with Carrick Ashmead in 1993. Having both born and raised a family locally, he very much understands the local people and their issues.

As a Fellow CPA specialising in Financial Planning, his knowledge and experience extends beyond tax and accounting to areas of Investment & Superannuation, Retirement Planning and Income Management.

He is passionate about building strong long term relationships and making a difference.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.70
  • Number of reviews 24
  • First year providing advice 1999
  • Years of experience 23
  • Highest qualification
    • Certified Practicing Accountant (CPA)
  • Language spoken
    • English

Carrick Aland Wealth Planning Pty Ltd

27 New Street
Dalby, QLD 4405

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Millennium3 Financial Services Pty Ltd

AFSL 244252