Nick Burke

Intas Financial Services Pty Ltd

Gold
16 Yrs Experience
Launceston, TAS 7250
I have overĀ 12 years experience as a Financial Adviser and over 16 years experience in the Financial Services Industry and I am a current member of the Association of Financial Advisers (AFA). I enjoy the challenges of developing financial strategies that assist people take control of their financial future. Whilst I deal with a wide range of clients across many age groups and stages in life, I specialise in providing advice to accumulator clients (up to the age of 65), providing these clients with tailored strategies for cash flow management, growing their assets and protecting their families through insurance advice. I pride myself on developing excellent working relationships with my clients and I like to break down the often confusing jargon used in the financial industry, by explaining it in a way that is easier to understand. Whilst not working, I enjoy jogging, cycling, watching my local/AFL footy teams and spending time with friends and family.

Expertise

  • Government Assistance
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.80
  • Number of reviews 2
  • First year providing advice 2006
  • Years of experience 16
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

Intas Financial Services Pty Ltd

C.T. Finney Building, 16 Brisbane Street
Launceston, TAS 7250

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Intas Financial Services Pty Ltd

AFSL 343939

4.80
2 Reviews
5
4
3
2
1
4.90
Clear communication
4.90
Knowledge & expertise
4.40
Customer care
5.00
Likely to recommend
Showing reviews 1—2 of 2

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4.75

"Nick did not rush the appointment through. He took plenty of time to explain things clearly. We both felt valued and respected. Nick explained things in terms we could understand. My husband and I both felt really confident in Nick's expertise."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Nick is always on the lookout for my best interests. He will contact me to notify me of current possible positive changes to my portfolio that are to my benefit. 'Portfolio language' understanding does not come easy to me, yet he makes it completely the terms and options understandable and ensures I am comfortable with the options he is presenting before I commit to any decision making process. I would highly recommend Nick to any persons wishing to seek a trustworthy and highly knowledgeable advisor."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—2 of 2

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

  • Retirement & Pension

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2010

Diploma of Financial Planning (DFP 1-4)

Level
6 - Advanced Diploma, Associate Degree
Institution
AMP Limited
Completed
2006

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
University of Tasmania (UTAS)
Completed
2004

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
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