Data sourced from ASIC Financial Advisers Register
Financial Adviser · GYMPIE, QLD

Maree Anne Barwick

10 Years experience
Tax advice
authorised
Currently at
Charter Financial Planning Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 001241091

Maree Anne Barwick is a financial adviser based in Gympie, Queensland, with 10 years of experience in the financial services industry. Maree is currently authorised under Charter Financial Planning Limited. Maree 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 Master of Financial Planning from Central Queensland University.

Authorised to Advise On

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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives

Authorised to provide tax financial advice services

Qualifications and Training

2017
Accredited Aged Care Professional
Aged Care Steps
2022
Master of Financial Planning
Central Queensland University

Registration History

Charter Financial Planning Limited
Feb 2025 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives
Morgans Financial Limited
Apr 2016 - Jul 2016 Ceased

Source: ASIC Financial Advisers Register