Financial Adviser · BUDDINA, QLD

Barnaby James Proctor

14 Years experience

Tax advice
authorised

Currently at

Securinvest Financial Planners Pty. Ltd.

Scoresby, VIC

View firm profile

ASIC Registered · ADV 000420339

Barnaby James Proctor is a financial adviser based in Buddina, Queensland, with 14 years of experience in the financial services industry. Barnaby is currently authorised under Securinvest Financial Planners Pty. Ltd.. Barnaby 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 Business (Finance & Economics) from Edith Cowan University. Barnaby is a member of Financial Advice Association of Australia (FAAA) and Golden Key International Honour Society.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2007

Bachelor of Business (Finance & Economics)

Edith Cowan University

2012

Diploma of Financial Planning

Kaplan Professional Education

2020

LRS Life Risk Specialist

Financial Planning Association of Australia

2024

Graduate Diploma of Financial Planning

Kaplan

Registration History

Securinvest Financial Planners Pty. Ltd.

Apr 2012 - Present Current

Source: ASIC Financial Advisers Register