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About me
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.
Reviews
4.8
out of 5 starsRoger
65+ years old"we have been with Barney for a very long time and cannot fault him ..... 3331"
31 Aug 2017Karyn
46-55 years old"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. "
24 Aug 2017Steven
35-45 years old"Great depth of knowledge and experience. Great at explaining complex financial topics! "
23 Aug 2017Michael
56-65 years old"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."
23 Aug 2017Lynda
56-65 years old"Extremely happy with Barney handling our finances Lynda 3331"
23 Aug 2017Helen
65+ years old"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."
23 Aug 2017My Expertise
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Aged Care
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Borrowing
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Budgeting
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Expat Finance
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Government Assistance
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Growing Assets
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Insurance & Protection
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Managing Debt
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Retirement Planning
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Self Managed Super Funds
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Small Business Advice
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Socially Responsible Investments
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Superannuation
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Tax Strategies
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Wills & Estate
Key information
- Adviser rating
- Silver
- Years Experience
- 12 Years
- Highest qualification
-
Certified Financial Planner (CFP)
- Industry Memberships
-
1 total
- Address
- Level 1 2-6 Rutland St
Newtown, VIC, 3220 - Location
Like to know more?
I'm committed to providing quality service and meeting your needs.
Ownership Structure
-
Company
Miplan Advisory Pty Ltd
-
Licensee Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your adviser requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee
Miplan Advisory Pty Ltd
-
Licensee owned by
MIPLAN ADVISORY PTY LTD
My Qualifications
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Aged Care and Retirement Income (2017)
Level of Qualification: Training / Exam / Other
Institution: University of New South Wales (UNSW)
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Certified Financial Strategist (2016)
Level of Qualification: Training / Exam / Other
Institution: Association of Independently Owned Financial Professionals (AIOFP)
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Certified Financial Planner (CFP) (2013)
Level of Qualification: Level 8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution: Financial Planning Association of Australia (FPA)
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Self Managed Superannuation Funds (SMSF) (2010)
Level of Qualification: Training / Exam / Other
Institution: Kaplan Professional
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Advanced Diploma of Financial Services (Financial Planning) (2010)
Level of Qualification: Level 6 - Advanced Diploma, Associate Degree
Institution: Pinnacle Financial Services Academy
My Memberships
-
Association of Independently Owned Financial Professionals (AIOFP)
(The AIOFP represents advisers who may not be independent under the Corporations Act. This means they may accept commissions or other payments, have conflicts of interest that might arise from their associations with product issuers, or have restrictions in relation to the products on which they advise.)
Level of Membership:
Member
My Fees
- Personal Advice
- starting from $495
- Ongoing Advice
- starting from $500
- Details
-
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%.
Like to know more?
I'm committed to providing quality service and meeting your needs.
Top skills rated by customers
Roger
65+ years old"we have been with Barney for a very long time and cannot fault him ..... 3331"
31 Aug 2017Customer opinions
Karyn
46-55 years old"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. "
24 Aug 2017Customer opinions
Steven
35-45 years old"Great depth of knowledge and experience. Great at explaining complex financial topics! "
23 Aug 2017Customer opinions
Michael
56-65 years old"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."
23 Aug 2017Customer opinions
Lynda
56-65 years old"Extremely happy with Barney handling our finances Lynda 3331"
23 Aug 2017Customer opinions
Helen
65+ years old"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."
23 Aug 2017Customer opinions
Like to know more?
I'm committed to providing quality service and meeting your needs.
Let's chat
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