Data sourced from ASIC Financial Advisers Register
Financial Adviser · LEEMING, WA

Jose Dono Burgos

LEEMING, WA
8 Years experience
Tax advice
authorised
ASIC Registered · ADV 001271650
Currently at
Pcc Financial
Melbourne, VIC (firm address)
View firm profile

About Jose Dono Burgos

Jose Dono Burgos is a financial adviser based in Leeming, Western Australia, with 8 years of experience in the financial services industry since 2018. Jose is currently authorised under Capstone Financial Planning, operating through Pcc Financial. Jose holds authorisations to advise on superannuation and deposit products, as well as tax financial advice services (TFAS). Jose's qualifications include a Bachelor of Commerce (Accounting and Finance) from Murdoch University. Jose is a member of CPA Australia (CPA).

Authorised to Advise On

Tax Financial Advice Superannuation Deposit Products

Restrictions: Is only authorised to: provide financial product advice on superannuation products in relation to a persons existing holding in a superannuation product but only to the extent required for: making a recommendation that the person establish a self-managed superannuation fund; or providing advice to the person on contributions or pensions under a superannuation product; and provide class of product advice on the following: superannuation products and basic deposit products.

Authorised to provide tax financial advice services

Qualifications and Training

1999
C165.1 Principles of Commercial Law
Murdoch University
2001
C313.1 Taxation
Murdoch University
2002
Bachelor of Commerce (Accounting and Finance)
Murdoch University
2005
CPA Program
CPA Australia
2005
Certified Practicing Accountant (CPA)
CPA Australia
2008
Certificate of Public Practice
CPA Australia
2018
RG146 Deposit Products and Non-Cash Payment Facilities & Generic Knowledge
Financial Education Professionals
2018
RG146 Superannuation
Financial Education Professionals
2018
Self-Managed Superannuation Funds
Financial Education Professionals
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional

Registration History

Capstone Financial Planning Pty Ltd
Jul 2026 - Present Current
Is only authorised to: provide financial product advice on superannuation products in relation to a persons existing holding in a superannuation product but only to the extent required for: making a recommendation that the person establish a self-managed superannuation fund; or providing advice to the person on contributions or pensions under a superannuation product; and provide class of product advice on the following: superannuation products and basic deposit products.
Merit Wealth Pty Ltd
Dec 2018 - May 2026 Ceased
Financial Product advice is limited to SMSF - Product class advice on superannuation

Source: ASIC Financial Advisers Register