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Barri Stear

Morgans Financial Ltd

Bronze
14 Yrs Experience
Springfield Central, QLD 4300

I am committed to providing an ethical, honest and professional service. I believe through education and guidance every client should be able to make an informed decision on a strategy or product that is tailored to their individual circumstances.

I have worked in the financial services sector, both overseas and in Australia, since 2006. I help clients to make informed decisions when developing lifelong financial and personal strategies. With my vast experience in financial strategies and a depth of knowledge in personal and business insurance, I can help provide efficient wealth accumulation and protection of your assets.

My services and speciality areas include; Financial Planning, Investment Advice, Personal Insurance, Retirement and Estate Planning, Self Managed Super Funds, Superannuation Advice.

Expertise

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

My fees

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

At a glance

  • Adviser status Bronze
  • First year providing advice 2010
  • Years of experience 14
  • Highest qualification
    • Diploma of Financial Planning (1-8)
  • Language spoken
    • English

Morgans Financial Ltd

Springfield Tower, Suite 3, Ground Floor, 145 Sinnathamby Blvd
Springfield Central, QLD 4300

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Morgans Financial Ltd

AFSL 235410