Jay Burke

Burke Britton Financial Partners

Gold
18 Yrs Experience
Geelong West, VIC 3218

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.

Expertise

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

My fees

I offer a free initial consultation for potential new clients. Get in touch

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.94
  • Number of reviews 47
  • First year providing advice 2006
  • Years of experience 18
  • Highest qualification
    • Advanced Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Burke Britton Financial Partners

Level 1, 240 Pakington Street
Geelong West, VIC 3218

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Amp Financial Planning Pty Ltd

AFSL 232706