Greg Burton

Carrick Aland Wealth Planning Pty Ltd

Platinum

24 Yrs Experience

Dalby, QLD 4405

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I began work as a graduate accountant with Carrick Ashmead in 1993. Having both born and raised a family locally, I have a strong understanding of the local people and their issues.

With over 30 years of experience in Financial Sevices, as a Fellow CPA specialising in Financial Planning, my knowledge and experience extends beyond tax and accounting to areas of Investment & Superannuation, Retirement Planning, and Income Management as well as Aged Care.

I am a friendly and approachable professional, passionate about building and nurturing strong long-term relationships and making a real difference.

Superannuation
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Aged Care
Cashflow & Income
Socially Responsible
Tax Strategies
Growing Assets

4.50 February 2020

Greg provides advice to our family in the insurance and superannuation areas. Greg provides clear advice or provides clarity when asked for more information. Greg is able to provide advice when required and we are confident in the advice provided.

4.75 February 2020

Greg has been my financial adviser for quite a few years now and I find him easy to talk to and very happy to explain all aspects of my investments to me in a way which is easy for me to understand. He has great experience in all the areas which are of interest to me, i.e. self-managed super fund and investments and always makes himself available whenever I have a question. I have no hesitation in recommending Greg .

4.25 February 2020

Greg has been my advisor for a number of years and I have always found his advice to be sound. He is always available to discuss my self managed super and other investments.

4.75 February 2020

Found Greg to be courteous polite and experienced in superfund matters. His expertise in super related tax matters is excellent

3.75 January 2020

Greg has given us good advice in the area of superannuation and leading up to retirement. He's usually able to explain things in a good way. His knowledge and experience has helped us make the best choices for our financial needs into retirement

Adviser status Platinum
Rating 4.72
Number of reviews 24
First year providing advice 1999
Years of experience 24
Highest qualification
- Certified Practicing Accountant (CPA)
Language spoken
- English

Carrick Aland Wealth Planning Pty Ltd

27 New Street
Dalby, QLD 4405

8:30am – 5:00pm Monday – Friday

Millennium3 Financial Services Pty Ltd

AFSL 244252

Greg Burton

Carrick Aland Wealth Planning Pty Ltd

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