Peter is the founder and Principal Director of Burke Britton Financial Partners. After 17 years teaching, Peter made the transition to Financial Planning in February 1996 as a Financial Planner for GIO. Following GIO’s takeover by AMP in 2000, Peter became an AMP Financial Planner and built a strong client base in the area, eventually being one of the first in Victoria to take up AMP’s offer to use this client base to establish his own business in 2001.
Peter is a Certified Financial Planner™ and member of the Financial Planning Association of Australia (FPA). With over 22 years of experience, Peter has an extensive background in a variety of financial strategies and is firmly committed to improving the quality of strategic advice in this industry.
Peter works with a diverse range of clients including those in need of complex financial strategies. He specializes in Self-Managed Superannuation Funds at BBFP, and enjoys the challenges this multifaceted area of planning provides. Peter is also a member of the Self Managed Super Fund Association (SMSF Association).
Peter was also welcomed as the 9th of a small group of “Legends of the Bell Park Football Club”, in the Geelong Football League. Peter moved to Bell Park as a Senior Playing Coach at the end of 1982 and had the pleasure of coaching the clubs inaugural Senior Premiership in 1984. Peter has spent the years since in multiple roles including Senior Coach, General Committee, recruiting, tribunal advocate, Junior President and coaching the junior sides.
Living in Barwon Heads gives Peter great pleasure with the fantastic local facilities and natural wonders at the tips of his fingers. Peter never says no to a short, relaxing overseas holiday though, enjoying travelling in Asia and America!
Peter is enjoying winding back his career slowly – now taking on new clients via direct referrals and working Tuesday to Friday.
You will receive a 15 minute call, at our cost, from one of our team to position your current circumstances, goals and needs.
We have enjoyed a strong working working relationship with Peter for around 20 years. Starting with some initial investment advice and moving onto the establishment of a SMSF in 2010 and the ongoing advice and management around that. Peter's personable approach, together with his expertise in the SMSF area, and the expert advisers that he draws upon in specific areas, has us feeling very comfortable with both the relationship and the strength of our broad base investments. We look forward to our regular catch up with Peter and all of the staff.
We wouldn’t go with anyone else to handle our financial affairs, other than Peter, Delta & the team at BBFP. You know that they ALWAYS have our best interests at heart. Would highly recommend to anyone looking for trustworthy & competent financial advice, or for those looking for someone to manage their finances.
Always very clear and precise with his advise.
Over many years Peter and more recently with Delta . we have been provided with excellent advice and support to ensure our retirement plans were financially secure. Also Peter and Delta have provided great support regarding various family and personal issues . and significantly reduced our stress levels.
Have recommended Burke Britton to friends and associates without hesitation.
We have been clients of Peter's since the commencement of his business. Over the years with the ups and downs of the markets, Peter has always provided advice to keep us reassured and calm. Our SMSF has and will continue to provide a financially secure retirement into the future. We are very grateful for the advice given and have no hesitation in recommending Peter to family and friends.
- Adviser status Gold
- Number of reviews 34
- First year providing advice 1996
- Years of experience 27
- Diploma of Financial Planning (1-8)
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