MenuGregory Barter CFP®
About Me
Greg Barter has been working as an advisor in the financial services industry for over 23 years and joined Allied Wealth in 2022 to pursue his desire to provide independent boutique financial planning advice.
His clients are a combination of individuals, not-for-profit and corporations. In addition to being a principal advisor for Allied Wealth he also Chairs the Allied Wealth Investment and Asset Allocation Committee.
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Investments
- Retirement
- Superannuation
- Wealth management
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Years of Experience 24 Years -
Licensed By Allied Advice Pty Ltd
