The Financial Planning Association of Australia The Financial Planning Association of Australia

Wayne Barber, CFP®


Name Wayne Barber, CFP®
Company MWS Wealth Professionals
Address MWS Wealth Professionals
103-105 Hume Street
Wodonga, VIC 3690
Phone 02 60562229
Mobile 0427220037
Website http://www.mws.net.au

I am a Certified Financial Planner (CFP) Practitioner. I hold a Diploma of Financial Planning (RMIT University). I hold Certification as a SMSF Specialist Adviser and member of the Self-Managed Super Fund Association. A Tax (Financial) Adviser (TFA) as a registered with the Tax Practitioner Board (TPB) . An accredited Aged Care Professional Adviser.
Services Overview:
* Wealth Accumulation
* Estate & Succession Planning
* SMSF Asset advice & Strategies
* Aged Care & Retire Village Advice.
* Tax Strategies
* Insurance (Business & Personal)
* Cash-flow Solutions.
Enjoy working with people to improve and widen their overall wealth circle. The accumulation of retirement funding including generational succession planning and capital protection. Work in conjunction with tax and legal professionals to obtain the most beneficial outcome for the client.

< Prev Page