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About Us
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 and also Mark’s recent appointment as they both focus on providing financial advice in superannuation, personal insurance and retirement planning. Alex's experience in investments and taxation combined with Adrian and Mark’s expertise in wealth accumulation and 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.
Barnett Financial Planning [297815], Alex Barnett [231011], Adrian Barnett [353075] and Mark Plaskitt [465170] are Authorised Representatives of Metriscope Financial Pty Ltd [AFSL Number: 485 160]
The Barnett Financial Planning Team
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