Gregory Barter
Gregory Barter is an Authorised Representative of Centric Wealth Advisers Ltd.
Experience
Greg joined Centric Wealth (then Centrestone Wealth Advisers) in January 2003. Prior to this, he was one of three advisors with ProVision Financial which was rated by Independent Financial Adviser magazine as one of the top 5 financial planning practices in Australia.
He has been providing advice to clients since 2001 using a combination of technical skills developed through his academic studies and communication and organisational skills gained during his time as an officer in the Australian Army
He enjoys building long term relationships of trust with clients and the satisfaction of helping people and organisations achieve their financial goals.
He prides himself on developing tailored financial solutions for clients, based on their personal circumstances, as well as providing structure and order to their financial affairs so they can concentrate on what is important to them.
Bachelor of Science – University of Sydney (Physics and Applied Mathematics)
Diploma of Financial Planning – Deakin University (Financial Planning Association)
Certified Financial Planner – Deakin University (Financial Planning Association)
SMSF Adviser Education Program – Financial Essentials (Financial Planning Association)
Graduate of the Royal Military College, Duntroon
His Authorised Representative number assigned by the Australian Securities and Investments Commission is 260019.