About BWM

Who We Are

We are much more than financial planners, paraplanners and office assistants.

We are fathers and husbands; mothers and wives; mad football supporters and frustrated golfers; we are farmers and company directors; we are movie buffs and fitness fanatics; and many other things. Each member of our team is unique and brings different skills and perspectives to our business.

Every team member is encouraged to reach their full potential. This means more than providing outstanding financial services, it means having balanced and cheerful team members that are passionate about what they do.

We pride ourselves on doing more - we strive to exceed your expectations. We are your financial coach. We help you achieve your financial dreams. Whether it be saving for a holiday, funding for your children's education or living comfortably in retirement, we are here to help.

Our Foundations

Barker Wealth Management has its origins in a financial planning business established in 1987 by Peggy and Tony Barker. The BWM team have more than 45 years combined financial planning and investment experience and many clients have been with us from inception and we truly appreciate their support.

All advisers of Barker Wealth Management are Authorised Representatives of Securitor Financial Group Ltd, a licensed dealer in securities and registered insurance broker. Securitor holds an Australian Financial Services Licence (AFSL Licence no. 240687) issued by the Australian Securities and Investments Commission. Securitor, St George, Asgard, Advance and BT Investment Management (RE) are all part of the Westpac group of companies (Westpac Group). The alliance with a large national dealer enables us to focus on what we do best - providing a boutique financial planning service for our clients. For more detailed reading on Barker Wealth Management and Securitor, please download our Financial Services Guide (FSG) HERE.

Members of the FPA (Financial Planning Association)

Australians who choose an FPA member as their financial planner can feel secure that they are professionals who put their client’s interest first. FPA members are bound by a code of ethics and rules of professional conduct higher than those required by law, and commit to achieve required levels of continuing professional development (CPD).

FPA practitioner members are qualified professionals who can help you decide on all your financial needs. FPA professional standards of conduct are enforceable, and recognised by external bodies such as regulators and the courts.

We can offer holistic wealth-creation strategies and advice across many financial markets (see 'Our services').