Jose Dono Burgos
PCC FINANCIAL PTY LTD · Leeming WA 6149 · Advising since 2018
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
- Souffle checkedNot checkedUnclaimed profile
Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 001271650
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- CAPSTONE FINANCIAL PLANNING PTY LTD · AFSL 223135Through authorised representative PCC FINANCIAL PTY LTD (no. 001322450)Since 22 July 2026
- Principal business address
- Leeming WA 6149
- First year providing advice
- 2018
- Can provide tax (financial) advice
- Yes
- Memberships
- CPA Australia (CPA)
- Further 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 advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- 2025
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTJul 2026 – presentCAPSTONE FINANCIAL PLANNING PTY LTD · AFSL 223135Through authorised representative PCC FINANCIAL PTY LTD (no. 001322450)
- CEASEDDec 2018 – May 2026MERIT WEALTH PTY LTD · AFSL 409361
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
FPC002B Ethics and Professionalism in Financial Advice
Kaplan Professional · 2025 · Bridging Course - Ethics
RG146 Deposit Products and Non-Cash Payment Facilities & Generic Knowledge
Financial Education Professionals · 2018 · Other
RG146 Superannuation
Financial Education Professionals · 2018 · Other
Self-Managed Superannuation Funds
Financial Education Professionals · 2018 · Other
Certificate of Public Practice
CPA Australia · 2008 · Professional Designations
CPA Program
CPA Australia · 2005 · Other
Certified Practicing Accountant (CPA)
CPA Australia · 2005 · Professional Designations
Bachelor of Commerce (Accounting and Finance)
Murdoch University · 2002 · Bachelor Degree (AQF 7)
C313.1 Taxation
Murdoch University · 2001 · Other
C165.1 Principles of Commercial Law
Murdoch University · 1999 · Other
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Jose Dono Burgos claims the profile.
Reviews
Not yet reviewed
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Contacting Jose Dono Burgos
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
PCC FINANCIAL PTY LTD
Authorised by CAPSTONE FINANCIAL PLANNING PTY LTD · AFSL 223135
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
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- PROFILE CLAIMUNCLAIMED
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Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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