Centric Wealth

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Gregory Barter

Greg Barter    

Experience
Greg joined Centric Wealth 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.  

Educational Qualifications and Professional Memberships
  • Bachelor of Science – University of Sydney (Physics and Applied Mathematics)
  • Bachelor of Science (Physics and Applied Mathematics) – The University of Sydney
  • Diploma of Financial Planning – Financial Planning Association of Australia (FPA)
  • SMSF Adviser Education Program – Financial Essentials (FPA)
  • Graduate of the Royal Military College, Duntroon
  • Accredited Age Care Professional

Contact Gregory
   02 9250 6500
   email Greg

 


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