Financial Adviser · SOUTHSIDE, QLD

Maree Anne Barwick

SOUTHSIDE, QLD

10 Years experience

Tax advice
authorised

ASIC Registered · ADV 001241091

Currently at

Akumin Financial Planning

Sydney, NSW (firm address)

View firm profile

Maree Anne Barwick is a financial adviser based in Southside, Queensland, with 10 years of experience in the financial services industry since 2016. Maree is currently authorised under Akumin Financial Planning. Maree holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Maree's 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

Akumin Financial Planning Pty Limited

Jun 2026 - Present Current

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

Charter Financial Planning Limited

Feb 2025 - Jun 2026 Ceased

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