Financial Adviser · GEELONG WEST, VIC

Jay Burke

20 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000248026

Jay Burke is a financial adviser based in Geelong West, Victoria, with 20 years of experience in the financial services industry. Jay is currently authorised under Akumin Financial Planning Pty Limited. Jay holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a CFP Certification Program from Financial Planning Association of Australia (FPA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2006

Advanced Diploma of Financial Services (Financial Planning)

AMP Financial Planning

2006

Diploma of Financial Services (Financial Planning)

AMP Financial Services

2010

Margin Lending and Geared Investments

Kaplan Higher Education Pty Limited

2014

SMSF Course

University of Adelaide

2015

Certificate IV in Finance and Mortgage Broking

Kaplan Higher Education Pty Limited

2019

CFP Certification Program

Financial Planning Association of Australia (FPA)

2025

Commercial Law

Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited

Jan 2004 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register