Jay Burke
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
Jay Burke is an ASIC-registered financial adviser based in Geelong West, VIC, dedicated to helping clients achieve their financial goals through personalized and comprehensive advice. With a strong educational foundation including an Advanced Diploma of Financial Services (Financial Planning), a Diploma of Financial Services (Financial Planning), specialized training in Margin Lending and Geared Investments, SMSFs, and Mortgage Broking, Jay is well-equipped to navigate the complexities of the financial landscape. Further enhancing his expertise, Jay holds CFP Certification and is currently undertaking Commercial Law studies. Jay is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. This broad authorization allows Jay to create tailored strategies to meet each client's unique needs and aspirations. Key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment advice Whether you're planning for retirement, building wealth, or seeking to protect your assets, Jay can provide the expert guidance you need. Contact Jay today to schedule a consultation and take the first step toward a secure financial future.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does Jay Burke offer?
Jay Burke specializes in providing comprehensive financial advice, including superannuation advice, retirement planning, wealth management, and insurance solutions. He can help you create a tailored financial plan to achieve your specific goals.
What are Jay Burke's qualifications and experience?
Jay Burke holds an Advanced Diploma of Financial Services (Financial Planning), a Diploma of Financial Services (Financial Planning), certifications in Margin Lending, SMSFs, and Mortgage Broking, is a CFP professional, and is currently studying Commercial Law. He has been providing financial advice since 2006.
How does Jay Burke approach financial planning?
Jay takes a personalized approach to financial planning, working closely with each client to understand their unique circumstances, goals, and risk tolerance. He then develops a customized financial plan designed to help them achieve their objectives.
What can I expect during my first meeting with Jay Burke?
During your initial consultation with Jay, you can expect to discuss your financial situation, goals, and concerns. Jay will take the time to understand your needs and explain how he can help you achieve your financial objectives. This meeting is an opportunity to determine if Jay is the right financial adviser for you.
Can Jay Burke help me with my superannuation and retirement planning?
Yes, Jay Burke has extensive experience in superannuation and retirement planning. He can provide advice on optimizing your superannuation contributions, selecting appropriate investment options, and developing a retirement income strategy to ensure a comfortable retirement.
Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.