Michael Barker

Aspirations Wealth Group Pty Ltd

Platinum
23 Yrs Experience
Miranda, NSW 2228
Michael started his professional advice career 22 years ago in a boutique financial planning and accounting firm based in Caringbah, NSW, studying and also working full time. After graduating from university and 4 years service, he was given the wonderful opportunity to leave the boutique firm to join Aspirations Wealth Group as a senior Wealth Adviser. Michael was offered equity in the business after 4 years as an employee and has now been a majority owner of Aspirations Wealth Group for the past 14 years. Michael is a Director of Aspirations Wealth Group and responsible for the future direction of the business. His main role is to provide wealth advice to select private clients. Michael works directly with his private clients to help them grow and protect their wealth. His areas of expertise are investment strategies, portfolio management and superannuation. Michael's strengths include his ability to simplify finance so clients can understand it and thinking outside the square so his clients are always in a better financial position. Michael has 3 beautiful children, two girls and a boy, (oh and 2 black pugs) and when he’s not playing with his kids or dogs, Michael loves the gym and exercise.

Expertise

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

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

We charge fees for advice based on the person's individual circumstances.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.95
  • Number of reviews 26
  • First year providing advice 1999
  • Years of experience 23
  • Highest qualification
    • Certified Financial Practitioner
  • Language spoken
    • English

Aspirations Wealth Group Pty Ltd

Level 1, 621 Kingsway
Miranda, NSW 2228

Opening hours

  • 8:00am – 4:00pm Friday
  • 8:00am – 6:00pm Monday – Thursday

Licensed by

Aspirations Private Wealth Pty Ltd

AFSL 503889

4.95
26 Reviews
5
4
3
2
1
4.90
Clear communication
4.85
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 26

Sort by

4.75

"Michael has a solid knowledge base and a very good feel for the economy, investment strategies and potential future risks. He is always approachable and professional and can clearly articulate his views, opinions and advice."

  • Superannuation
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Since my retirement in 2013 and my wife’s retirement a few years later Michael and his team have given us confidence in their ability to manage our retirement portfolio. Even though we do not Iive in Sydney, Michael is always contactable and/or available to talk. Aspirations WM are a highly professional team and we have complete confidence in them going forward."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Michael has always given very good advice in a calm and professional manner, after always fully assessing my current situation and needs. This has been specifically in the area of Life Insurance, Superannuation and Managed Funds. Michael consistently gives good, independent advice and options for me to consider, allowing me to make decisions, which I am confident are in my best interests. I highly recommend Michael and the Aspirations Wealth Team."

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

"Michael has been giving us advice for the last 10 years. We feel extremely confident and comfortable with all advice and suggestions given to us and this has met all our needs. Michael is always there for us to discuss any issues we have. We could not have found a better advisor."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Michael has totally fulfilled his commitments in every way as a professional financial adviser. He has a full understanding of our personal requirements and tailors our financial needs to suit our now retired lifestyle. Michael makes himself available to discuss specific requirements and always provides positive guidance. We have in the past recommended Michael's services to many friends, some of who are now enjoying his guidance. We will continue to recommend his qualities going forward. We look forward to working with Michael for many years to come."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Michael is always available to discuss any concerns or issues and will always follow up. Michael has always answered all questions thoroughly and provides his time as required. Michael engenders a high level of trust in our relationship and confidence in his advice."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Michael's business been my adviser & accountant for 26 years providing advice in my business and now in retirement. I have been very satisfied with his services and have had no reason to look elsewhere. I would have no hesitation in recommending his services."

  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Michael has handled my superannuation account for many years during my employment, preparing me for my retirement and finally in retirement. I have been completely satisfied with the superannuation advice that Michael and his team has supplied to myself and my wife over many years."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Michael appears to genuinely enjoy what he does. I believe him to be a trustworthy soul who holds his clients interests highly. He keeps himself abreast of the ever changing financial world and has a very talented crew around him. His strengths lie in performance and trust."

  • Superannuation
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Back in 2019, Michael provided, free of charge, informative and unbiased advice which enabled me to make the confident decision to leave my previous financial manager and transfer across to Aspirations Wealth Group. Since that time, I've had no cause to regret that decision. His advice on all matters relating to superannuation, investment and taxation is informative, easy to understand, credible and perfect for my needs. Quality service and/or feedback for questions asked has always been delivered in a satisfactory timeframe and friendly manner - sometimes even exceeding my expectations."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 26

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Certified Financial Practitioner

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Association of Financial Advisers (AFA)
Completed
2017

Diploma of Financial Planning (DFP 1-8)

Level
6 - Advanced Diploma, Associate Degree
Institution
Deakin University
Completed
2003

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
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