Jay Burke

Burke Britton Financial Partners

Bronze

18 Yrs Experience

Geelong West, VIC 3218

About Jay
Reviews
Work history & education
Leave a review
Get in touch
Back to search results

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 December 2024

Jay’s knowledge and experience is well up to date and his Communication is outstanding as is his costumer care best thing we have done . Thanks to all the team at Burke and Britton.

5.00 November 2024

Burke Britton has always been helpful and always willing to answer any queries and always put on beautiful client events.

5.00 August 2024

Jay is an honest and friendly adviser. He cares about us as people not just clients. His advise is always to get the best outcome for us. I have recommended Jay to family and friends, and continue to do so.

5.00 August 2024

Jay is very personable and is excellent at explaining and simplifying concepts in a more digestible way. No question is too much and you can always rely on Jay making sure you're comfortable in your own understanding. After each meeting I've left feeling comfortable and confident that my needs have been understood and we have a shared idea of the path forward. Thanks for your great work, Jay and team!

5.00 August 2024

We always come away from our meetings with Jay feeling secure and confident that we’re in good hands.

Adviser status Bronze
Rating 4.95
Number of reviews 57
First year providing advice 2006
Years of experience 18
Highest qualification
- Advanced Diploma of Financial Services (Financial Planning)
Language spoken
- English