Jay Burke
Financial Adviser in Geelong West, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000248026
- Location
- Geelong West VIC 3218
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 1 January 2004
- First provided advice
- 2006
- Qualifications
- Advanced Diploma of Financial Services (Financial Planning), AMP Financial Planning (2006); Diploma of Financial Services (Financial Planning), AMP Financial Services (2006); Margin Lending and Geared Investments, Kaplan Higher Education Pty Limited (2010); SMSF Course, University of Adelaide (2014); Certificate IV in Finance and Mortgage Broking, Kaplan Higher Education Pty Limited (2015); Certified Financial Planner, Financial Planning Association of Australia (FPA) (2019); Commercial Law, Kaplan Higher Education Pty Limited (2025)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Jay Burke
Jay Burke is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Geelong West, Victoria (adviser number 000248026).
Advice is given under the Australian financial services licence of Akumin Financial Planning Pty Limited, licence number 232706. That authorisation dates from 1 January 2004.
According to the register, Jay first provided financial advice in 2006. The qualifications listed for Jay include Advanced Diploma of Financial Services (Financial Planning) (AMP Financial Planning, 2006), Diploma of Financial Services (Financial Planning) (AMP Financial Services, 2006) and Margin Lending and Geared Investments (Kaplan Higher Education Pty Limited, 2010).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Jay Burke a registered financial adviser?
Yes. Jay Burke is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000248026.
Which licensee does Jay Burke work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Jay Burke give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."