Jay Burke

Burke Britton Financial Partners

Gold

18 Yrs Experience

Geelong West, VIC 3218

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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.

Superannuation
Retirement & Pension
Self Managed SuperFunds
Margin Lending
Shares & Investments
Aged Care
Cashflow & Income
Complex Investments
Small Business Advice
Tax Strategies

You will receive a 15 minute call, at our cost, from one of our team to position your current circumstances, goals and needs.

5.00 April 2024

Couldn't be happier with Jay and the BB financial planning advice, my wife and i look forward to the review catch ups with Jay and Ben, it's always informative and a bit of fun, they are very good listeners. We have been BB clients now for many years and through their careful and thorough planning it has allowed us to transition into an early retirement which otherwise may not have been possible.

4.75 April 2024

We have had the pleasure of working with Jay, and we couldn't be more satisfied with the experience. Jay's expertise and professionalism guided us through some complex financial decisions with clarity and confidence. He took the time to understand our goals and tailored a personalised plan that exceeded our expectations. Jay's attention to detail and dedication to his clients is truly amazing. We highly recommend Jay to anyone seeking expert financial advice and an exceptional service.

4.25 April 2024

Jay is very personable, friendly and knowledgeable in his field and more. You feel very comfortable and confident dealing with Jay and his team, I would highly recommend him.

5.00 April 2024

We have been working with Jay for all aspects of our finances for a decade and in that time not only have we felt financially protected and secure but we have grown our portfolio significantly. Jay and his team are efficient, professional and effective and his knowledge and enthusiasm is second to none.

5.00 April 2024

We have always felt confident in Jay’s ability to provide advice that successfully optimises our current situation as well as growing our wealth for a secure retirement.

Adviser status Gold
Rating 4.94
Number of reviews 48
First year providing advice 2006
Years of experience 18
Highest qualification
- Advanced Diploma of Financial Services (Financial Planning)
Language spoken
- English