Boris Barna Email

Founder and Financial Planner @ Equity & Law Wealth

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Boris Barna's Location

Melbourne, VIC, AU

Boris Barna's Work

Founder and Financial Planner @ Equity & Law Wealth
General Manager @ Bryant Risk Insurances
Director @ kdkdkd

Financial Planner @ RM Capital Pty Ltd
Senior Investment Consultant @ Independent Consultants
Senior Financial Consultant @ AXA

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Boris Barna's Education

University of Liverpool
Master of Business Administration (MBA) (Finance & Accounting)
2010 - 2013
SMSF Association
SMSF Specialist Adviser (SMSF/Super)
2019 - 2019
Kaplan Professional
Ethics & Professionalism in Financial Advice (Applied and Professional Ethics)
2019 - 2019

Mentor Education
Financial Planning (Finance)
2008 - 2010
Kaplan Professional
Tax for Financial Advising & Commercial Law (Financial Advising)
2017 - 2017
Mentor Education
SMSF Adviser (Superannuation, Finance & Financial Management Services)
2015 - 2016
Kaplan Professional
((ASX) Accredited Listed Product Adviser Program)
2018 - 2018
Mentor Education
Diploma in Finance & Mortgage Broking Management (Finance and Financial Management Services)
2018 - 2019
Mentor Education
Succession Planning Specialist (Finance and Financial Management Services)
2016 - 2016
The Chartered Insurance Institute
UK Diploma in Financial Planning (Financial Planning)
1993 - 1995

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Boris Barna's Skills

Investments
Strategic Financial Planning
Wealth Management

Portfolio Management
Retirement Planning
Management
Estate Planning
Investment Strategies
Finance
Investment Advisory

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Boris Barna's Summary

Boris Barna, based in Melbourne, VIC, AU, is currently a Founder and Financial Planner at Equity & Law Wealth, bringing experience from previous roles at Bryant Risk Insurances, Equity & Bond Associates, RM Capital Pty Ltd and Independent Consultants. Boris Barna holds a 2010 - 2013 Master of Business Administration (MBA) in Finance & Accounting @ University of Liverpool. With a robust skill set that includes Investments, Strategic Financial Planning, Wealth Management, Portfolio Management, Retirement Planning and more, Boris Barna contributes valuable insights to the industry. Boris Barna has 2 emails on RocketReach.