Our team

 

Peter Burke

Director / Practice Principal

Peter is the Principal Director of Securelife Financial Solutions. After 17 years teaching, Peter made the transition to Financial Planning in 1996 as a Financial Planner for GIO. Following GIO's takeover by AMP, Peter became an AMP Financial Planner and built a strong client base in the area, eventually being one of the first in Victoria to take up AMP's offer to use this client base to establish his own business in 2001.

Peter is a Certified Financial Planner and member of the Financial Planning Association of Australia (FPA). With over 15 years of experience, Peter has a solid background in a variety of financial strategies and is firmly committed to improving the quality of strategic advice in this industry.

Peter works with a diverse range of clients including high net worth individuals in need of complex financial strategies. He successfully heads the Self Managed Superannuation Fund department at Securelife, and enjoys the challenges this multifaceted area of planning provides. Peter is also a member of the Self Managed Super Professionals Association of Australia (SPAA).

With strong links within the Geelong community, Peter is a keen advocate for the Kids Plus Foundation, a small but remarkable charity providing over 3000 hours of intensive therapy per year, at no cost to families, for babies and children with cerebral palsy and other brain injuries across Geelong and the Barwon Region of Victoria. March 2011 saw the start of a physical and mental challenge for both Peter and Jay Burke when they attempted the 'Kokoda Track' as a fundraising initiative to support this wonderful organisation. Together with 8 others and the AMP Foundation, the boys raised almost $40,000 for the Kids Plus Foundation.

Advice I specialise in
  • Retirement planning
  • Financial planning
  • Investment planning
  • Superannuation
  • Wealth management
General advice I provide
  • Small business advice
  • Banking solutions
  • Estate planning
  • Debt management
  • Wealth protection
  • Group insurance
  • Company insurance
Qualifications
  • Certified Financial Planner
  • Diploma of Financial Planning
  • Bachelor of Education (State College of Victoria)
  • Graduate Diploma of Sports Management (Deakin University)
Memberships and Associations
  • Member of Financial Planning Association of Australia Ltd
  • Member of the Self Managed Super Professionals Association of Australia (SPAA)
Experience
  • Financial Planner since 1996

Jay Burke

Director / Senior Financial Planner

Jay commenced his financial planning career with in 2002 after completing an Advanced Diploma of Financial Services (FP). As Director and Senior Financial Planner, Jay enjoys the dual responsibility of delivering the best possible outcomes for both the business and his clientele.

Jay aims to educate his clients and provide them with the knowledge to fulfil their financial aspirations. His areas of expertise include budgeting, superannuation planning, wealth accumulation strategies and wealth protection.

A committee member for the Geelong Young Professionals, Jay has fulfilled the role as MC since 2010. The GYP Network hosts a number of events each year to bring young professionals together from Geelong businesses to hear guest speakers with a difference and also provide opportunities for them to engage with others with similar interests and to develop additional business skills.

Jay has travelled extensively enjoying the musical and culinary diversity. Also married with three children, Jay thrives on the daily challenges of fatherhood.

Advice I specialise in
  • Retirement planning
  • Financial planning
  • Banking solutions
  • Investment planning
  • Superannuation
  • Wealth management
  • Wealth protection
  • Group insurance
General advice I provide
  • Small business advice
  • Estate planning
  • Salary packaging
  • Debt management
  • Company insurance
Qualifications
  • Advanced Diploma of Financial Services (FP)
  • Bachelor of Health Sciences (Deakin University)
Memberships and Associations
  • Member of Financial Planning Association of Australia Ltd
  • Member of the Victorian Advisers Association
Experience
  • AMPFP Financial Planner since 2002

Ben Kemp

Financial Planner

Ben completed his studies at Deakin University in Geelong in 2014, with a Bachelor of Commerce majoring in key areas of Accounting and Finance. Joining the Burke Britton team shortly after this Ben has since been using the time to gain a hands on, detailed understanding of how to deliver the best advice and solutions for clients. Ben has also completed his Diploma in Financial Planning. Ben loves working with clients to ensure they have a full understanding of their needs and advice provided.

Service offerings
  • Available after hours
  • Remote advice (e.g. Skype)
  • Workplace & home visits
Skills and experience
  • Specialises in helping customers with any level of wealth
Indicative fee scale*
  • Free initial consultation

* Fees may vary depending on the scope of advice.

Qualifications
  • Bachelor of Commerce (Accounting & Finance)
  • Diploma of Financial Planning