Greg Barter

Greg Barter Email and Phone Number

Director and Independent Advisor at Allied Wealth @ Allied Wealth | Sydney
Greg Barter's Location
Greater Sydney Area, Australia
Greg Barter's Contact Details

Greg Barter personal email

n/a

Greg Barter phone numbers

About Greg Barter

Experienced Wealth Management Advisor with a demonstrated history of working in the financial services industry for 20+ years. Enjoys helping individuals, businesses and not for profits achieve their financial goals by using a combination of communication and organisational skills learned from over 15 years of leading in the Australian Army along with technical aptitude grounded in Bachelor of Science majoring in mathamatics and physics and refined by industry experience and qualifications including the Certified Financial Planner designation.

Greg Barter's Current Company Details
Allied Wealth | Sydney

Allied Wealth | Sydney

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Director and Independent Advisor at Allied Wealth
Greg Barter Work Experience Details
  • Allied Wealth | Sydney
    Financial Advisor
    Allied Wealth | Sydney May 2022 - Present
    Sydney, New South Wales, Australia
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  • Findex
    Senior Partner
    Findex Apr 2019 - May 2022
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  • Centric Wealth
    Wealth Advisor
    Centric Wealth Jan 2003 - Apr 2019
    Sydney
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  • Department Of Defence Of Australia
    Regt 2Ic 1/15 Rnswl
    Department Of Defence Of Australia 2011 - 2014
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Greg Barter Skills

Team Leadership Leadership Strategy Insurance Team Building Process Improvement Business Process Improvement Banking Business Planning Government Strategic Financial Planning Risk Management Investments Management Portfolio Management Change Management Retirement Planning Superannuation Wealth Management Wealth

Greg Barter Education Details

Frequently Asked Questions about Greg Barter

What company does Greg Barter work for?

Greg Barter works for Allied Wealth | Sydney

What is Greg Barter's role at the current company?

Greg Barter's current role is Director and Independent Advisor at Allied Wealth.

What is Greg Barter's email address?

Greg Barter's email address is gr****@****.com.au

What is Greg Barter's direct phone number?

Greg Barter's direct phone number is +614097*****

What schools did Greg Barter attend?

Greg Barter attended University Of Sydney, Newington College.

What skills is Greg Barter known for?

Greg Barter has skills like Team Leadership, Leadership, Strategy, Insurance, Team Building, Process Improvement, Business Process Improvement, Banking, Business Planning, Government, Strategic Financial Planning, Risk Management.

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