Jason Burley
Financial Adviser
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About
Jason Burley is an ASIC-registered financial adviser based in beautiful Emerald Beach, NSW. With over two decades of experience in the financial services industry, Jason is dedicated to helping his clients achieve their financial goals with tailored advice and a personalised approach. Jason holds a Bachelor of Business from Southern Cross University (1997) and a Graduate Diploma of Financial Planning from Kaplan (formerly Securities Institute Australia) (2003). He also completed the ASX Listed Products Accreditation Course (LPAC) in 2011, demonstrating his commitment to ongoing professional development. Jason is a proud member of the Financial Advice Association of Australia (FAAA) and a Certified Financial Planner with the Financial Planning Association (FPA), adhering to the highest ethical and professional standards. Authorised to provide advice on a comprehensive range of financial products, Jason can assist you with: • Superannuation advice • Insurance solutions (Investment Life Insurance and Life Risk Insurance) • Wealth management strategies • Retirement planning • Securities investments • Retirement Savings Accounts • Government Debt Securities Whether you're planning for retirement, seeking to grow your wealth, or require advice on insurance and superannuation, Jason can help you navigate the complexities of the financial landscape. Contact Jason today to arrange a consultation and take control of your financial future.
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Frequently Asked Questions
What types of financial advice does Jason Burley provide?
Jason Burley specialises in superannuation advice, insurance (Investment Life Insurance and Life Risk Insurance), wealth management, retirement planning, securities investments, retirement savings accounts and government debt securities. He provides tailored advice to help you achieve your financial goals.
What are Jason Burley's qualifications and experience?
Jason holds a Bachelor of Business from Southern Cross University and a Graduate Diploma of Financial Planning from Kaplan (formerly Securities Institute Australia). He has been working in the financial services industry for over 20 years and is a member of the Financial Advice Association of Australia (FAAA) and a Certified Financial Planner with the Financial Planning Association (FPA).
What can I expect during my first meeting with Jason Burley?
During your initial consultation, Jason will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then develop a personalised financial plan that aligns with your individual needs and objectives.
How does Jason Burley stay up-to-date with changes in the financial industry?
Jason is committed to ongoing professional development and regularly attends industry conferences and training sessions. He also holds the ASX Listed Products Accreditation Course (LPAC) and maintains his membership with the Financial Advice Association of Australia (FAAA) and the Financial Planning Association (FPA), ensuring he adheres to the highest standards of practice.
What is the process for becoming a client of Jason Burley?
The first step is to schedule an initial consultation. During this meeting, you'll discuss your financial goals and needs. If you decide to proceed, Jason will develop a tailored financial plan for you. He will then implement the plan and provide ongoing support and advice.
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