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Mathew Barr Location
Hamilton, QLD, AU
Mathew Barr Work
2024 -now Partner and Senior Financial Adviser @
2020 -2024 Financial Planner @
2019 -2020 Financial Advisor @
2015 -2018 Financial Adviser @ Insuraplan
2010 -2014 Risk Paraplanner @
2008 -2010 Key Employer Administrator @
2006 -2008 Customer Service and Employer Compliance Officer @
Mathew Barr Skills
TPD Insurance
Debt Recycling
Annuities
Investment Bonds
Employee Benefits
Relationship Development
Defined Benefit
Skill Development
Phone Manner
Passionate about Work
Relationship Building
Investment Portfolios
Certified Financial Planner
Risk Assessment
Self Managed Superannuation Funds (SMSF)
Savings
Insurance
Superannuation
Financial Services
Income Protection
Financial Planners
Management
Retirement
Wealth
Life Insurance
Portfolio Management
SMSF
Key Person Insurance
Term Life Insurance
Risk Management
Brokers
Critical Illness
Customer Service
Underwriting
Paraplanning
Disability Insurance
Financial Planning
Wealth Management
Financial Advisory
Retirement Planning
Investments
Relationship Management
Estate Planning
Investment Strategies
Pensions
Financial Risk
Strategy
Pension Funds
Personal Financial Planning
Social Media
Strategic Planning
Microsoft Word
Retail
Mathew Barr Summary
Mathew Barr, based in Hamilton, QLD, AU, is currently a Partner and Senior Financial Adviser at Aluna Wealth. Mathew Barr brings experience from previous roles at Profectus Financial Partners, Freedom Finance Australia, Insuraplan and JBS Financial Strategists. With a robust skill set that includes TPD Insurance, Debt Recycling, Annuities, Investment Bonds, Employee Benefits and more. Mathew Barr has 2 emails on RocketReach.
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