Barry Sher

Sher Financial

Gold
15 Yrs Experience
Prahran, VIC 3181
Having commenced his career in the Financial Advice industry twelve years ago, Barry has helped some of Victoria's most successful Commercial Banking clients and Health Professionals achieve financial security.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 4
  • First year providing advice 2007
  • Years of experience 15
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

Sher Financial

Suite 9, 107-111 High St
Prahran, VIC 3181

Licensed by

Synchronised Business Services Pty Ltd

AFSL 243313

5.00
4 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—4 of 4

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5.00

"Barry has been very open, honest and approachable through all of our interactions. He is very knowledgable about what products are available on the market and how to tailor them to an individual, and he explained each step in the process along the way extremely well."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Barry takes a very methodical approach to determining actual needs. He is careful in his analysis to ensure it is accurate and presents a package that is perfect for the needs discussed."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Barry Sher is extremely professional and reliable. He takes the time to listen, understand your expectations and outcomes, and then delivers to ensure that all of your needs are met. Barry's strength is in his personal approach to business and the relationship that he develops. This relationship makes all the difference! I highly recommend Barry for any financial planning needs, as he has done a brilliant job with us."

  • Superannuation
  • Insurance Protection
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"My wife and I are longstanding clients of Sher Financial and would highly recommend them to anyone seeking advice. Barry took the time to sit with us and gain an understanding of what we wanted to achieve before providing us with strategies and options to implement. We felt very comfortable and engaged Barry to setup our insurance, manage our superannuation and help us clean up our loans."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—4 of 4

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
Deakin University
Completed
2006

Certificate in Finance and Mortgage Broking

Level
3 - Certificate III
Institution
The National Finance Institute (NFI)
Completed
2006

Diploma of Commerce

Level
5 - Diploma
Institution
Deakin College
Completed
2002

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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