Advisor Profiles

Your Advisor

As an FPA Professional Practice Sandra Burmeister of BTC Financial Group is delighted to be able to show both existing and potential clients that they are dealing with a financial planning business of the highest professional standing.

Sandra Burmeister is an Authorised Representative (Number 250605) of Dover Financial Services Pty Ltd.

Experience

Sandra has over 22 years of experience in the financial services and personal insurance industry. Sandra has acquired specialist knowledge of personal risk insurances for individuals and small business clients, together with superannuation and retirement strategies.

Sandra provides her clients with friendly professional advice, clearly explaining the options available and their outcomes. Sandra focuses on offering individually tailored strategies and building long term relationships with her clients.

Key Areas of Advice

Superannuation, Investment and Retirement Strategies.
Specialist Personal Risk Insurance for individuals and small business clients, including Life, TPD, Trauma and Income Protection.
Self-Managed Superannuation Fund establishment and management.
Strategies to assist retirees with Centrelink issues.

Qualifications

Sandra holds the internationally recognized designation of Certified Financial Planner (CFP), the highest professional designation available and a Diploma of Financial Planning (DFP) from Deakin University, Victoria.

Authorisations

Sandra is authorised to provide advice and deal in the following financial products:

Deposit and payment products
Debentures, stocks or bonds issued or proposed to be issued by the government
Life products including Investment life insurance products and Life risk insurance products
Interests in managed investment schemes including investor directed portfolio services
Securities and Superannuation

Professional Memberships

Sandra is a Practitioner Member of the Financial Planning
Association (FPA) and abides by their code of ethics.