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 4.65
  • 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

4.65
24 Reviews
5
4
3
2
1
4.55
Clear communication
4.50
Knowledge & expertise
4.70
Customer care
4.80
Likely to recommend
Showing reviews 1—10 of 24

Sort by

4.50

"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."

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"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 ."

  • Superannuation
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"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."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

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

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
3.75

"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"

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Greg has always come across as very reliable, easy to discuss financial matters with and always responded even after hours if it was urgent, and his advice has proven to be financially successful for me."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Greg gave us advice on a managed investment portfolio, income protection insurance and life insurance cover . We found is advice very comprehensive with different options that suited our needs . We are confident with his knowledge and expertise and comfortable with the knowledge that we can access his advice anytime."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Greg is great in the way he delivers information which is of benefit to us not his own personal wealth, in other words I trust him implicitly. Greg has given me advice in areas many areas going into retirement. Greg was able to explain things to me in a clear way. Through Greg's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Greg's full care and attention when I needed it.'"

  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Greg has, over the years been a great help with our superfund management. It has made life much easier knowing that you can ring for extra advice. And the current advice has been great. We look forward to each trip and it is great to discuss our future financial management."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
3.75

"Greg is well informed in his field and passes this information on in a helpful way. Would never have realised the benefits of having an adviser until being with him."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 24

My clients have reviewed me based on the following areas of advice

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

Qualifications & Training

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2014

Bachelor of Business

Level
7 - Bachelor Degree
Institution
University of Southern Queensland (USQ)
Completed
1993

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2000

Certified Practicing Accountant (CPA)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
CPA Australia (CPA)
Completed
2007

ASX Listed Products Accreditation (LPAC)

Level
0 - Training / Exam / Other
Institution
LPAC Online
Completed
2011

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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