Paul 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
Paul Burke is an ASIC-registered financial adviser based in Moorabbin, VIC, dedicated to helping individuals and families achieve their financial goals. With over two decades of experience in the financial services industry, Paul combines extensive knowledge with a client-focused approach to deliver tailored advice. Paul holds an Investment Planning DFP3 and Retirement Planning DFP4 from the FPA (2000), and he earned the prestigious Certified Financial Planner designation from FPA Australia in 2008. Further enhancing his expertise, Paul completed a Graduate Diploma of Financial Planning from Kaplan Professional in 2021. As a CFP professional member, Paul adheres to the highest ethical and professional standards. Authorised to provide advice on a range of financial products, Paul specialises in superannuation, insurance (including Investment Life Insurance and Life Risk Insurance), and investment strategies. He works closely with clients to develop comprehensive financial plans that address their unique circumstances and aspirations. Key services include: • Superannuation advice and retirement planning • Insurance needs analysis and implementation • Investment advice and portfolio construction • Risk management strategies • Wealth accumulation and management Ready to take control of your financial future? Contact Paul today for a consultation and discover how he can help you achieve your financial dreams.
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 Paul Burke provide?
Paul specialises in providing advice on superannuation, insurance (including investment life insurance and life risk insurance), and investment strategies to help you achieve your financial goals.
What are Paul Burke's qualifications?
Paul holds an Investment Planning DFP3 and Retirement Planning DFP4 from the FPA, is a Certified Financial Planner with FPA Australia, and has a Graduate Diploma of Financial Planning from Kaplan Professional.
What is the process of working with Paul Burke?
The process typically begins with an initial consultation to understand your financial situation, goals, and risk tolerance. Paul will then develop a tailored financial plan, implement the agreed-upon strategies, and provide ongoing reviews and adjustments as needed.
How can a financial adviser help me plan for retirement?
A financial adviser can help you estimate your retirement income needs, develop a savings plan, manage your investments, and navigate the complexities of superannuation to ensure a comfortable retirement.
What can I expect from my first meeting with Paul Burke?
During your first meeting with Paul, you can expect a friendly and professional atmosphere. He will ask about your financial goals, current situation, and any concerns you may have. This meeting is an opportunity for you to get to know Paul and determine if he is the right fit for your financial planning needs.
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.