Barney Ellis profile photo
4.83
6 Reviews

Barney Ellis

Findex Advice Services Pty Ltd

Silver
15 Yrs Experience
Geelong, 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 4.83
  • Number of reviews 6
  • First year providing advice 2009
  • Years of experience 15
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Findex Advice Services Pty Ltd

Level 2, 235 Ryrie St
Geelong, VIC 3220

Opening hours

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

Licensed by

Findex Advice Services Pty Ltd

AFSL 243253