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Barri Stear
DipFP
Private Client Adviser
I am committed to providing an ethical, honest and professional service. I believe through education and guidance every client should be able to make an informed decision on a strategy or product that is tailored to their individual circumstances.
Barri has worked in the financial services sector, both overseas and in Australia, since 2006. He helps his clients to make informed decisions when developing lifelong financial and personal strategies. With his vast experience in financial strategies and a depth of knowledge in personal and business insurance, Barri can help provide efficient wealth accumulation and protection of his clients' assets.
Investment Style
Barri believes in working collaboratively with his clients by educating, implementing and maintaining their personalised strategies. Barri provides holistic financial advice to ensure personal and financial goals are realised.
Services and Specialties
Self-Managed Super Funds
Superannuation Advice
Personal Insurance
Investment Advice
Retirement and Estate Planning
Financial Planning
Qualifications and Professional Affiliations
FPC002B Ethics and Professionalism in Financial Advice
Tax and Commercial Law for Financial Planning
Certificate in Financial Planning
FPC001B Economic and Legal Context for Financial Planning
Tax for Financial Advising
Diploma of Financial Planning
Associations
No items found.
Competencies
ASIC Financial Advisers Register
Tax (financial) Adviser
Direct International Equities Trading Adviser
Generic
FASEA Financial Adviser Exam
Financial Planning
Managed Investments
Securities
Superannuation
Life Insurance
I am a partner of Forefront Financial Services Pty Ltd which operates the business of Morgans Financial Limited - Springfield-Ipswich. My employer remunerates me by way of percentage of fees. As a Partner of Forefront Financial Services Pty Ltd, I will be entitled to a share of profits.
