Barney Ellis

Miplan Advisory Pty Ltd

Silver
13 Yrs Experience
Newtown, VIC 3220
Hello, We are an independently owned firm in Geelong, specialising in risk management and income security. Our clients are families, small business and those in or near retirement. There are no silver bullets (that we are aware of). Hard work, attention to detail and smart decision making will get you where you need to go. We're here to help.

Expertise

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

My fees

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

In most cases we charge a flat fee for advice and for maintenance of your plan. In certain cases we will charge an hourly rate for ad hoc work. And where we recommend and build a 'growth bucket of investments for you, we often charge a percentage of that bucket as an ongoing fee, perhaps 0.75%.

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.80
  • Number of reviews 6
  • First year providing advice 2009
  • Years of experience 13
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Miplan Advisory Pty Ltd

Level 1, 2-6 Rutland St
Newtown, VIC 3220

Opening hours

  • 8:00am – 1:00pm Friday
  • 8:00am – 6:00pm Monday – Thursday

Licensed by

Miplan Advisory Pty Ltd

AFSL 485478

4.80
6 Reviews
5
4
3
2
1
4.80
Clear communication
4.80
Knowledge & expertise
4.80
Customer care
4.80
Likely to recommend
Showing reviews 1—6 of 6

Sort by

5.00

"we have been with Barney for a very long time and cannot fault him ..... 3331"

  • Government Assistance
  • Superannuation
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have been a client of Barney Ellis for 18 months, in that time Barney has assisted me with a range of Insurance Products tailoring them to my personal needs, he has given me peace of mind for my future should my circumstances change restricting my ability to work. Barney has also given my invaluable strategies regarding my income /savings. I have found his service approach professional and friendly."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"Great depth of knowledge and experience. Great at explaining complex financial topics!"

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

"Barney is a very friendly and positive person. He made my wife and I feel at ease the very first meeting we had over 12 years ago. We are very happy to recommend Barney and the team at MiPlan."

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

"Extremely happy with Barney handling our finances Lynda 3331"

  • Government Assistance
  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Barney always presents reports and proposals in a way we can understand and is very patient with our questions or queries. He understands our family circumstances and always advises us how decisions we make may impact upon them."

  • Superannuation
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—6 of 6

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Budgeting

Qualifications & Training

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2013

Aged Care and Retirement Income

Level
0 - Training / Exam / Other
Institution
University of New South Wales (UNSW)
Completed
2017

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Pinnacle Financial Services Academy
Completed
2010

Certified Financial Strategist

Level
0 - Training / Exam / Other
Institution
Association of Independently Owned Financial Professionals (AIOFP)
Completed
2016

Professional Memberships

Association of Independently Owned Financial Professionals (AIOFP)

Membership type
Member
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