Barney Proctor

Essential Advice

Platinum
10 Yrs Experience
Buddina, QLD 4575

Recent reviews

Essential Advice

Level 1, Suite 16, 21 Nicklin Way
Buddina, QLD 4575

At a glance

  • Adviser status Platinum
  • Rating 4.95
  • Number of reviews 21
  • First year providing advice 2012
  • Years of experience 10
  • Highest qualification
    • Bachelor of Business (Finance and Economics)
  • Language spoken
    • English

Licensed by

Securinvest Financial Planners Pty Ltd

AFSL 223280

4.95
21 Reviews
5
4
3
2
1
4.90
Clear communication
4.90
Knowledge & expertise
5.00
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 21

Sort by

5.00

"Barney has been advising us for 5 years after being recommended by a family member. He has provided sound advice during turbulent times and we are confident he has our best interests at heart. He is quick to respond to any questions we may have and understands our position and goals."

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

"We were recommended to Barney by a good friend about 4 years ago.In the past we had some bad experiences with advisers. We have confidence in the advice and other help that Barney has given us. We would highly recommend him to others seeking an adviser who always is patient and willing take time in offering the best advice."

  • Government Assistance
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Barney was very approachable, understanding and knowledgeable in so many areas. We were recommended to him by friends and we were so impressed with the advice we were given. We are preparing for retirement and own a small business which makes our planning quite complex. Barney was able to explain clearly the steps we need to take as we move towards retirement. He took the time to listen to us and understand what our goals were before giving us the expert advice we needed. We would recommend Barney for anyone planning to retire or seeking expert financial advice."

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

"We had been recommended to Essential Advise by a good friend/neighbour after a bad experience with a former adviser in 2014. We had a meeting with Ken and Barney and they explained everything to us in a clear and concise way. Barney then took over our investment portfolio and sorted our Super Investments. We have since moved interstate, but still receive the same attention and service as we did when we met face to face. We feel very confident that the advice given is always with the best attention for our needs. Barney is always available to discuss any problems/queries both professional and/or personal. His expertise and honest approach makes us confident that our financial investments are being well managed and are suited to our lifestyle. Thank you Barney, Les and Margaret"

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

"Barney took over a bad investment and sorted out all the problems also he took the time to look at it properly and recovered a substantial amount for us he is diligent and easy to get on with friendly and helpful in all aspects and we have made a great choice in having him as our adviser I would highly recommend him to friends and family"

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

"Barney could not have been more helpful, diplomatic in dealing with my financial affairs was very much Observe by me. Barney was pleasant at all times , obviously knew what he is doing, and gives me great confidence. I would refer any of my friends and acquaintances to Barney."

  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Barney was my partners Financial Adviser, on my retirement he took me on as his client, to which I was extremely happy with the advise given to me on my Super Investment plan. Barney has gone over and above expectations to help our needs, there to help with largest or smallest of our needs, even phone calls with answers and advise to our questions. My partner happens to be partially disabled not being able to walk without aid of a walker so Barney makes visits to our Unit. Barney’s very easy to talk to, listens, makes one feel totally relaxed in his company."

  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Barney has always explained things to s in a clear way. Through Barney's knowledge and experience, we feel Very Confident that the advice given was right for our needs. We receive Barney's full care and attention as needed. Barney has given us advice in areas including, Superannuation, Pension Accounts, Centrelink Issues/requirements."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Although I am not from the Sunshine Coast, Barney is always available to answer my questions promptly and with careful consideration. In my position of being very close to retirement, he has listened to my concerns (and my fears )and advised me carefully as he guides me in my financial matters. As a result, I feel confident to proceed into my next stage of life!"

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

"Barney has been our adviser for a small number of years now. Essential Services was highly recommended to us by a friend, but we had hesitated for a time as we are not from the Sunshine Coast; however after seeking advice from more local services and being discouraged, we gave Barney a go. Right from the start, he has been interested in us and our long term goals. He has never made us feel silly for asking even the most basic of questions. He takes the time to fully explain our options and guide us on our way whilst constantly checking that he has understood our needs."

  • Superannuation
  • Retirement & Pension
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 21

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

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

Qualifications & Training

Bachelor of Business (Finance and Economics)

Level
7 - Bachelor Degree
Institution
Edith Cowan University (ECU)
Completed
2007

Diploma of Financial Planning (DFP 1-8)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2012

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP

Golden Key International Honour Society

Membership type
Member
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