Financial Adviser · CASTLE HILL, NSW

Adrian Michael Barnett

16 Years experience

Tax advice
authorised

Currently at

Castle Hill, NSW

View firm profile

ASIC Registered · ADV 000353075

Adrian Michael Barnett is a financial adviser based in Castle Hill, New South Wales, with 16 years of experience in the financial services industry. Adrian is currently authorised under Metriscope Financial Pty Ltd. Adrian holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Applied Finance from Macquarie University. Adrian is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Restrictions: Securities - Limited to Tier 1 securities advice.

Authorised to provide tax financial advice services

Qualifications and Training

2010

Bachelor of Applied Finance

Macquarie University

2010

Diploma of Financial Services (Financial Planning)

Mentor

2010

Margin Lending and Geared Investments

Kaplan

2018

SuperConcepts & ICFS Specialist SMSF Course

University of Adelaide

Registration History

Metriscope Financial Pty Ltd

Jul 2016 - Present Current

Securities - Limited to Tier 1 securities advice.

Alpha Investment Management Pty Ltd

Jan 2012 - Jul 2016 Ceased

Direct Equities - excludes direct equities advice SMSF - excludes advice on limited recourse borrowing arrangement and advice to set up SMSF

Futuro Financial Services Pty Ltd

May 2010 - Feb 2012 Ceased

Source: ASIC Financial Advisers Register