Boris Barna

Boris Barna

SSA
Company
Equity & Law WEALTH
Title
Financial Planner & SMSF Specialist
Profession
Financial Planner
Address
Level 1 / Suite 8, 51-55 City Road, Southbank VIC 3006, Australia
Phone
(03) 9016 9102
Qualifications
Ethics & Professionalism in Financial Advice – Applied and Professional Ethics (Certificate) - Kaplan, 2020
Financial Adviser Standards and Ethics (Designation) - Financial Adviser Standards and Ethics Authority, 2020
Finance & Accounting (Masters) - University of Liverpool (UK), 2013
Financial Planning (Advanced Diploma) - Mentor Education, 2010
Financial Planning (Diploma) - Mentor Education, 2008
(ASX) Accredited Listed Product Adviser Program (Certificate) - KAPLAN PROFESSIONAL, 2018
SMSF (PA) (Certificate) - MENTOR EDUCATION, 2016
Succession Planning Specialist (Certificate) - MENTOR EDUCATION, 2016
Tax for Financial Advising & Commercial Law (Certificate) - KAPLAN PROFESSIONAL, 2017
UK FINANCIAL PLANNING CERTIFICATE (Certificate) - CII (UK), 1995
SSA (Designation) - SMSF Association, 2019
Advisor

Summary

I am passionate in helping my clients obtain a secure financial future and achieve this due to my personal commitment to expertise, ethics and financial knowledge. I provide bespoke SMSF & Wealth Management Services tailored to individual customer requirements. I have a 30 year background in Business & Finance and have completed more than 12 professional courses, including the SMSF Specialist diploma and hold a Masters in Finance & Accounting from the University of Liverpool, England.

Get in touch with Boris Barna