Our Senior Wealth Advisors

Meet the Team

Our senior wealth advisors are amongst the industry's very best. When you meet with us, you can be confident knowing that you're in safe hands.

MATTHEW WARD

MTaxFinPlan(UNSW) ProfCertSMSF(UA) BCom(UA) DipFP(FPA) DipFMBM(KPE), CFP® FTI GAICD SSA™

Managing Director and Senior Wealth Advisor

Matthew Ward, Managing Director of Barker Ward Wealth Management and Senior Wealth Advisor is passionate about helping others achieve their dreams of financial freedom. Matthew does this with his wealth of knowledge and vast experience in financial planning. Matthew has had many years of professional experience as both a senior financial planner and national advice manager for one of Australia's largest listed financial services companies.

Matthew has extensive industry knowledge and education, and holds a Master of Taxation and Financial Planning, Professional Certificate in Self-Managed Superannuation Funds, Bachelor of Commerce, Diploma of Financial Planning and a Diploma in Finance and Mortgage Broking Management. He is also a Certified Financial Planner, Fellow of the Tax Institute of Australia, SMSF Specialist Advisor; and, Graduate of the Australian Institute of Company Directors, and member of the International Academy of Collaborative Professionals. Matthew is currently studying Law at the University of Adelaide.

He has served as a member of the SMSF Professional Association of Australia State Chapter Committee in South Australia, and was recognised by the Financial Review as one of Australia’s top financial planners. Matthew has recently finished his tenure as the non-executive Chairman of the Board for a Hospital Foundation.

Matthew is married to his lovely wife Deborah, the proud father of three children, enjoys travelling and keeping fit, while maintaining a balanced lifestyle and perspective.

Matthew is an Authorised Representative with Hillross Financial Serviced Ltd (ASIC No 245811).

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PEGGY BARKER

BSc(Hons)(UA) MSc(UA) AMusA, CFP®

Senior Wealth Advisor

Peggy Barker, Senior Wealth Advisor, is a Certified Financial Planner, a member of the Financial Planning Association of Australia and the Institute of Company Directors. She has been a licensed investment adviser for over 25 years. Peggy has a solid background in investment market analysis, and small and medium sized business management.

Before working in the financial planning industry in 1987, Peggy managed the family portfolio for several years as well as being involved in agriculture in the mid-north of South Australia. She is a graduate of the University of Adelaide and also worked as an upper atmosphere scientist in the United States. Peggy has won several awards for being an outstanding business achiever. She is a keen supporter of the Arts and its inspiration to business.

Peggy is an Authorised Representative with Hillross Financial Serviced Ltd (ASIC No 245811).

PEGGY-PICTURE