Mathew Barr
Senior Financial Advisor at yield advisory- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Paddington, Queensland, Australia, AU
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Credentials
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Graduate Diploma in Financial Planning
Kaplan Professional (Australia)Jun, 2022- Nov, 2024 -
Advanced Diploma Financial Planning
Kaplan Professional (Australia)Apr, 2017- Nov, 2024 -
Diploma in Financial Services
Kaplan Professional (Australia)Oct, 2015- Nov, 2024 -
Certificate IV in Financial Services (Superannuation)
Association of Superannuation Funds of Australia (ASFA) -
RG 146 - Financial Planning
Kaplan Professional (Australia)
Experience
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yield advisory
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Australia
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Accounting
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1 - 100 Employee
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Senior Financial Advisor
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Mar 2023 - Present
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Profectus Financial Partners
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Paddington, Qld
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Financial Planner
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Nov 2020 - Mar 2023
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Freedom Finance Australia
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Australia
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Financial Services
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1 - 100 Employee
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Financial Advisor
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Jul 2019 - Nov 2020
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Insuraplan
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Woolloongabba, QLD, Australia
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Financial Adviser
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Jan 2015 - Nov 2018
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JBS Financial Strategists
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Australia
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Financial Services
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1 - 100 Employee
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Risk Paraplanner
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Sep 2010 - Nov 2014
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Australian Administration Services
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Australia
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Financial Services
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1 - 100 Employee
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Key Employer Administrator
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Jun 2008 - Aug 2010
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Inland Revenue NZ
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New Zealand
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Government Administration
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700 & Above Employee
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Customer Service & Employer Compliance Officer
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May 2006 - Mar 2008
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Community
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