Stephen Barrow Email and Phone Number
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Stephen Barrow personal email
I’m obsessed with achieving long-term, cost-effective, after-tax results for my clients. I’ve seen too many examples in this industry where product distribution is put ahead of the client’s interests. It’s about trust. For me, the only performance that matters is the kind a client actually receives.Halcyon Private Wealth’s focus continues to support our clients in the areas that matter most to them. Our strengths lie in wealth accumulation, retirement strategies, superannuation, estate planning and ensuring the continued legacy of our clients for the next generation. Having been in operation for over 30 years, we have tailored specific portfolio solutions for our clients that focus on capital preservation followed by growth and income. One of our many investment offerings is the Halcyon Income Portfolio which focuses on above market income returns from the Australian share market but with typically less risk. Our purpose is to add simplicity to the complex world of our clients’ financial lives. We achieve this by being curious and understanding what’s truly important in our client’s lives – their dreams, concerns, values and beliefs. We are driven by a simple question, “What more can we do for our clients?”.
Halcyon Private Wealth
View- Website:
- halcyonfs.com.au
- Employees:
- 10
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PartnerHalcyon Private Wealth Jul 2017 - Present -
Senior Financial AdviserHalcyon Financial Services Aug 2012 - Jun 2017Canterbury, MelbourneHalcyon’s service offerings continue to expand as we realise financial planning isn’t just about counting down to retirement. Halcyon offers budget and cash flow strategies, personal insurance, finance, estate planning, investment advice together with superannuation and retirement planning. As a result of Halcyon’s additional services we possess the ability to assist our clients in creating, managing and protecting their wealth through various investment phases. Create a Raving Fan – this is Halcyon’s goal with every single client we meet. We are driven by a very simple question ‘What more can we do for our clients’. Our ultimate outcome is to create clients that are passionate about being a part of Halcyon as much as we are passionate about working here. We want our clients to feel like they couldn’t live without us and the only way to do that is to provide a service that goes beyond their financial needs and helps them achieve their life goals, understanding what’s truly important to them. -
Financial PlannerFinovia 2008 - Aug 2012
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ParaplannerDickson Bonacci Pty Ltd Apr 2000 - Aug 2008Melbourne, Australia
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Client Services OfficerBt Funds Management Jan 1997 - Mar 2000Melbourne, Australia
Stephen Barrow Skills
Stephen Barrow Education Details
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Superannuation -
Financial Planning -
Financial Planning -
Mornington High SchoolVce -
Tony Robbins Upw -
Tony Robbins Upw
Frequently Asked Questions about Stephen Barrow
What company does Stephen Barrow work for?
Stephen Barrow works for Halcyon Private Wealth
What is Stephen Barrow's role at the current company?
Stephen Barrow's current role is Partner, Investment Adviser, Chief Investment Officer at Halcyon Private Wealth.
What is Stephen Barrow's email address?
Stephen Barrow's email address is st****@****.com.au
What schools did Stephen Barrow attend?
Stephen Barrow attended Kaplan Professional, Kaplan Professional, Deakin University, Mornington High School, Tony Robbins Upw, Tony Robbins Upw.
What are some of Stephen Barrow's interests?
Stephen Barrow has interest in Economic Empowerment.
What skills is Stephen Barrow known for?
Stephen Barrow has skills like Strategic Financial Planning, Wealth Accumulation, Retirement Planning, Income Protection, Wealth, Wealth Management, Estate Planning, Pensions, Investments, Term Life Insurance, Smsf, Superannuation.
Who are Stephen Barrow's colleagues?
Stephen Barrow's colleagues are Gary A. Pizzo, Ashlee Henry, Daniel Aitken, Arun Kumar, Carolyn Morris, Bongani Tonisi Tete.
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Stephen Barrow-Yu
Property Developer, Hr Thought Leader, Diversity And Inclusion Champion, Nfp Board Member.Melbourne, Vic
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