Stephen Barrow

Stephen Barrow Email and Phone Number

Partner, Investment Adviser, Chief Investment Officer at Halcyon Private Wealth @ Halcyon Private Wealth
canterbury, victoria, australia
Stephen Barrow's Location
Greater Melbourne Area, Australia
Stephen Barrow's Contact Details

Stephen Barrow work email

Stephen Barrow personal email

n/a
About Stephen Barrow

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?”.

Stephen Barrow's Current Company Details
Halcyon Private Wealth

Halcyon Private Wealth

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Partner, Investment Adviser, Chief Investment Officer at Halcyon Private Wealth
canterbury, victoria, australia
Website:
halcyonfs.com.au
Employees:
10
Stephen Barrow Work Experience Details
  • Halcyon Private Wealth
    Partner
    Halcyon Private Wealth Jul 2017 - Present
  • Halcyon Financial Services
    Senior Financial Adviser
    Halcyon Financial Services Aug 2012 - Jun 2017
    Canterbury, Melbourne
    Halcyon’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.
  • Finovia
    Financial Planner
    Finovia 2008 - Aug 2012
  • Dickson Bonacci Pty Ltd
    Paraplanner
    Dickson Bonacci Pty Ltd Apr 2000 - Aug 2008
    Melbourne, Australia
  • Bt Funds Management
    Client Services Officer
    Bt Funds Management Jan 1997 - Mar 2000
    Melbourne, Australia

Stephen Barrow Skills

Strategic Financial Planning Wealth Accumulation Retirement Planning Income Protection Wealth Wealth Management Estate Planning Pensions Investments Term Life Insurance Smsf Superannuation Financial Advisory Financial Services Asset Management Investment Strategies

Stephen Barrow Education Details

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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