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Barton Willis Email & Phone Number
Private Wealth Advisor
at
SBB Wealth
1 work email found
@student.usc.edu.au
1 phone found area 145
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Who is Barton Willis? Overview
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Quick answer
Barton Willis is listed as Private Wealth Advisor at SBB Wealth, based in Brisbane, Queensland, Australia. AeroLeads shows a work email signal at student.usc.edu.au, phone signal with area code 145, and a matched LinkedIn profile for Barton Willis.
Barton Willis previously worked as Provisional Financial Advisor at Sbb Wealth and Associate Advisor at Sbb Wealth. Barton Willis holds Bachelor Of Commerce (B.Com.), Financial Planning And Accounting from University Of The Sunshine Coast.
Company email context
Email format at SBB Wealth
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*@student.usc.edu.au
68% confidence
AeroLeads found 1 current-domain work email signal for Barton Willis. Compare company email patterns before reaching out.
Profile bio
About Barton Willis
I have been working in the financial services industry for over 8 years in small and large organisations. The positive side of working in smaller business is that I have experienced many aspects of business. I have performed in roles ranging from office management and administration to clients services and paraplanning. It also gave me experience across a wide range of Financial Planning strategies. Further to this, I have been involved in maintaining compliance standards and developing policies and procedures within the office. My time with AMP gave me experience in a high volume environment which meant I had have to skills in time management and prioritising work. Further, I had to develop communication skills which were effective verbally over the phone and written in email form to ensure I got the information I needed in a timely manner to meet turnaround times.
Listed skills include Financial Planning, Leadership, Management, Finance, and 13 others.
Current workplace
Barton Willis's current company
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Sbb Wealth
Website
AeroLeads page
9 roles
Barton Willis work experience
A career timeline built from the work history available for this profile.
Provisional Financial Advisor
Associate Advisor
Jul 2023 - Aug 2024
Paraplanner
I came on board with SBB in Paraplanning capacity predominantly to use the knowledge and experience across various Paraplanning functions to help improve the Advice Documentation process and the tools used. This included reviewing advice document templates from not only a technical point of view but also from an aesthetic view. I was required to.
Jan 2022 - Jul 2023
Paraplanner
During my time I worked collaboratively with advisers on strategy and product review with consideration given legislation and AMP policies. I was required to maintain relationships with several advisers managing different ways of going about their work and their expectations all while ensuring timely and compliant outcomes.I was also required to nurture.
Apr 2020 - Dec 2021
Paraplanner
Developing and managing relationships with advisers to ensure advice documents are prepared in a timely and compliant manner. Outside of the day to day I have enjoyed being involved in projects relating to improving company culture, and helping improve adviser submission quality.
Nov 2014 - Apr 2020
Paraplanner
Mcfillin Private Wealth
As mentioned Cavalerie merged with McFillin and here I have taken on a more paraplanning focused role. Again it has been a steep learning curve but I enjoy every part of this. The new workplace gave us the opportunity to get Xplan and complete all the training that Iress provides. In limited time I have used all aspects of the program including:Client.
Jan 2014 - Oct 2014
Junior Paraplanner/Client Service Officer/Adviser Support
Cavalerie Financial Services
I joined Cavalerie in April 2013 after completing my studies in October 2012. Cavalerie merged with McFillin and Partners to form McFillin Private Wealth which you can see above. I came to Cavalerie with no experience and was thrown straight in the deep end as I only had a couple of days to learn from the person whom I was taking over. I was required to.
Apr 2013 - Jan 2014
Student
Bachelor of Commerce majoring in Financial Planning and Accounting
Aug 2009 - Nov 2012
5 education records
Barton Willis education
Bachelor Of Commerce (B.Com.), Financial Planning And Accounting
Self Managed Superannuation Funds
Gearing And Margin Lending
Bachelor Of Business, Economics
Education record
Grace Lutheran College
FAQ
Frequently asked questions about Barton Willis
Quick answers generated from the profile data available on this page.
What company does Barton Willis work for?
Barton Willis works for SBB Wealth.
What is Barton Willis's role at SBB Wealth?
Barton Willis is listed as Private Wealth Advisor at SBB Wealth.
What is Barton Willis's email address?
AeroLeads has found 1 work email signal at @student.usc.edu.au for Barton Willis at SBB Wealth.
What is Barton Willis's phone number?
AeroLeads has found 1 phone signal(s) with area code 145 for Barton Willis at SBB Wealth.
Where is Barton Willis based?
Barton Willis is based in Brisbane, Queensland, Australia while working with SBB Wealth.
What companies has Barton Willis worked for?
Barton Willis has worked for Sbb Wealth, Sb Wealth Pty Ltd, Rothgard Financial Partners, Amp Financial Planning, and Mcfillin Private Wealth.
How can I contact Barton Willis?
You can use AeroLeads to view verified contact signals for Barton Willis at SBB Wealth, including work email, phone, and LinkedIn data when available.
What schools did Barton Willis attend?
Barton Willis holds Bachelor Of Commerce (B.Com.), Financial Planning And Accounting from University Of The Sunshine Coast.
What skills is Barton Willis known for?
Barton Willis is listed with skills including Financial Planning, Leadership, Management, Finance, Time Management, Teamwork, Training, and Customer Service.
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