Barnett Financial Planning Pty Ltd

Barnett Financial Planning was established in 2000 and is situated in the northern region of Sydney, at Castle Hill. Prior to 2000 Alex was the principal of a taxation consultancy and accountancy firm in Sydney. Upon entry into the financial services industry Alex identified clients growing need for not only wealth creation and wealth protection, but a strategy which takes full consideration of various taxation issues. Being a CPA and Registered Tax Agent has enabled us to provide our clients with the most effective financial and taxation advice for over 30 years. In late 2006 Alex's son Adrian joined the business and his role was to liaise with clients, attend to client administration matters and develop client financial plans. However, upon completion of his Applied Finance degree he has been appointed as the firm’s specialist risk and superannuation adviser looking after all our clients’ needs in these important areas of advice. The business has grown rapidly since Adrian's appointment as the specialist adviser looking after our Wealth Accumulators. Alex's experience in investments and taxation combined with Adrian's expertise in wealth protection allow Barnett Financial Planning to provide its clients with a holistic strategy tailored around their personal circumstances, financial needs and long term goals. Specialist Areas The areas we provide assistance in include: Superannuation [i.e. personal funds and employer funds]; Self-Managed Superannuation; Retirement Planning; Structured Investments; Tax Planning and Investments; Wealth Protection [i.e. life insurance and income protection]; Aged Care and Social Security planning; Share Trading; Margin Lending. What differentiates us from the rest? Best Interest of the Client We are not restricted by which investment product and insurance providers we are able to recommend. For example, when developing a wealth protection strategy for our clients we have the ability to select any insurance provider or insurance policy within the market place. A benefit associated with this is that our clients understand and appreciate that we are utilising the most appropriate investment and insurance products which best suits their needs and objectives. Holistic Advice Barnett Financial Planning provides quality advice across all areas of financial advice. To ensure that our firm keeps “it’s finger on the pulse” of the ever changing environment, our practice is broken up into two separate divisions, which are headed up by Alex Barnett and Adrian Barnett. Family Business What differentiates our practice from the vast majority is the fact that this is a family owned business. Some key benefits associated with a family based financial advisory firm include: Sharing common ethical values. Our strong commitment to the business and the wellbeing of our clients, which means you are not just a number. Adrian’s youth provides the organisation with that competitive edge, which keeps the firm in touch with the younger generation. Alex’s 30 years of taxation, accounting and Self-Managed Superannuation experience ensures that the practice has the professional expertise, knowledge and direction that all financial advisory firms strive to achieve. At Barnett Financial Planning we are committed to only working with clients who share our core values, who appreciate the need to adopt a long-term strategic plan and who understand the importance of maintaining a strong long-term relationship in order to achieve their goals. This approach has ensured that our clients have been able to continue to successfully navigate their way through the recent Global Financial Crisis (GFC).

Address: Suite 15/15 Terminus Street, Castle Hill NSW 2154, Australia Postal Address PO BOX 2036 Castle Hill NSW 1765, Australia

Phone: +61 2 9659 3955
FAX: +61 2 9659 4912