Financial Adviser · ADELAIDE, SA

Tristan Barnes

17 Years experience
Tax advice
authorised
ASIC Registered · ADV 001260503

Tristan Barnes is a financial adviser based in Adelaide, South Australia, with 17 years of experience in the financial services industry. Tristan is currently authorised under Unisuper Management Pty. Ltd.. Tristan 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 Certified Financial Planner from Financial Planning Association. Tristan 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

Authorised to provide tax financial advice services

Qualifications and Training

2002
Bachelor of Commerce
University of Sydney
2002
Certificate of Superannuation Management
ASFA
2009
Advanced diploma of financial services (financial planning)
Kaplan Professional
2012
Certified Financial Planner
Financial Planning Association
2019
Ethics and professionalism in financial advice
Ethics - Kaplan Professional

Registration History

Nov 2017 - Present Current
Jul 2012 - Oct 2017 Ceased
May 2006 - Jul 2012 Ceased

Source: ASIC Financial Advisers Register