Jay commenced his financial planning career with Burke Britton Financial Partners in 2002 after completing a Bachelor of Health Science and Advanced Diploma of Financial Services (FP). He has subsequently completed CFP studies and is an accredited SMSF specialist.
As Managing Director and one of our 3 Senior Financial Planners, Jay enjoys the dual responsibility of delivering the best possible outcomes for both the business and his clients.
Jay aims to educate his clients on the link between financial and lifestyle planning and provide them with the knowledge and tools to fulfil their financial and lifestyle aspirations. His areas of expertise include budgeting and cash flow management, superannuation and retirement, wealth accumulation and wealth protection strategies.
Jay has travelled extensively, is heavily involved in his local community and is married with five children. Jay thrives on the blending the daily challenges of fatherhood, business, health and wellbeing.
You will receive a 15 minute call, at our cost, from one of our team to position your current circumstances, goals and needs.
I have been a client for a number of years and have always found Jay to be professional, approachable as well as genuinely interested in helping to achieve the best results for for his clients.
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Friendly and easy to chat and deal with, well organised, very knowledgeable
Jay communicates in depth with information both verbally and with projection of our accounts, graphs, etc., on the screen., explaining why certain shares may appear to not be performing very well and giving longer term forecasts. He advises when it might be better to sell or more beneficial to hang on for the time being, though he always follows our wishes.
Although I don't see Jay as much these days, as Ben has taken over my portfolio, I still communicate regularly with him.
- Adviser status Gold
- Number of reviews 38
- First year providing advice 2006
- Years of experience 17
- Advanced Diploma of Financial Services (Financial Planning)
Burke Britton Financial PartnersLevel 1, 240 Pakington Street
Geelong West, VIC 3218
- 8:30am – 5:00pm Monday – Friday
- In person
- Video call
Amp Financial Planning Pty Ltd