Financial Adviser · BRIGHT, VIC

Garry Millburn

BRIGHT, VIC
10 Years experience
Tax advice
authorised
ASIC Registered · ADV 001245042
Currently at
Sydney, NSW (firm address)

About Garry Millburn

Garry Millburn is a financial adviser based in Bright, Victoria, with 10 years of experience in the financial services industry since 2016. Garry is currently authorised under Paragem. Garry holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Garry's qualifications include a Bachelor of Business (Management) from University of Western Sydney. Garry is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2010
Bachelor of Business (Management)
University of Western Sydney
2013
Diploma of Financial Planning
Kaplan Professional
2015
Advanced Diploma of Financial Planning
Pinnacle Financial Services
2017
AFA 1-4 (as part of FChFP)
Association of Financial Advisers (AFA)
2017
Fellow Chartered Financial Practitioner
Association of Financial Advisers (AFA)
2022
FPE016 Self-Managed Superannuation Funds
Kaplan Higher Education
2024
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2024
FPC007B Client Engagement Skills
Behavioural Finance - Kaplan Higher Education
2025
FPC001B Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Higher Education

Registration History

Oct 2021 - Present Current
ADVICE TODAY PTY LTD
Sep 2020 - Oct 2021 Ceased
Jan 2017 - Aug 2020 Ceased
Jul 2016 - Nov 2016 Ceased
Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register