JAY BURKE
Financial Adviser · Geelong West, VIC
📚 Qualifications & Training
2006 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - AMP Financial Planning
2006 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - AMP Financial Services
2010 - Margin Lending and Geared Investments - Other - Kaplan Higher Education Pty Limited
2014 - SMSF Course - Other - University of Adelaide
2015 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - Kaplan Higher Education Pty Limited
2019 - CFP Certification Program - Other - Financial Planning Association of Australia (FPA)
2025 - Commercial Law - Other - Kaplan Higher Education Pty Limited
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.