Paul Bourke
Financial Adviser
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About
Paul Bourke is an ASIC-registered financial adviser based in Geelong, dedicated to helping individuals and families achieve their financial goals. With a Bachelor of Commerce from Deakin University (2002) and Certified Financial Planner (CFP) designation from the FPA (2007), Paul brings a wealth of knowledge and experience to every client relationship. He also completed Ethics and Professionalism training at Kaplan in 2019, ensuring he adheres to the highest ethical standards. As a member of the Financial Advice Association of Australia (FAAA), Paul is committed to ongoing professional development and staying abreast of the latest industry trends. Paul is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, and retirement planning, Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts and Government Debt Securities. He takes a holistic approach to financial planning, tailoring strategies to meet each client's unique circumstances and aspirations. Key services include: • Superannuation advice • Retirement planning • Insurance solutions • Investment advice Paul is passionate about empowering his clients to make informed financial decisions. Whether you are planning for retirement, seeking to protect your family with insurance, or simply looking to grow your wealth, Paul can provide expert guidance and support. Contact Paul today to schedule a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What types of financial advice does Paul Bourke offer?
Paul Bourke specialises in superannuation advice, retirement planning, and insurance solutions. He can help you create a comprehensive financial plan tailored to your specific needs.
What qualifications does Paul Bourke have?
Paul Bourke holds a Bachelor of Commerce from Deakin University and is a Certified Financial Planner (CFP). He is also a member of the Financial Advice Association of Australia (FAAA).
What is the process of working with Paul Bourke?
The process typically starts with an initial consultation to understand your financial goals and current situation. Paul will then develop a personalised financial plan, which will be reviewed and adjusted as needed to ensure it remains aligned with your objectives.
What can I expect from a consultation with Paul Bourke?
During a consultation, you can expect a thorough assessment of your financial situation, a clear explanation of your options, and a collaborative approach to developing a financial plan that meets your needs.
How can Paul Bourke help me with my retirement planning?
Paul can help you develop a retirement plan that takes into account your income needs, lifestyle goals, and risk tolerance. He can also provide advice on superannuation, investment strategies, and other retirement savings options.
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