Barri Stear
Financial Adviser
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About
Barri-Jon Stear is an ASIC-registered financial adviser dedicated to helping individuals and families in Springfield Central, QLD, and beyond achieve their financial goals. With a strong foundation in financial planning, holding a Certificate in Financial Planning from Milpark Business School and a Diploma of Financial Planning from Kaplan, Barri-Jon continually enhances his expertise through ongoing professional development, including specialized training in tax, economics, ethics, and commercial law for financial planning. Barri-Jon is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, investment life insurance, life risk insurance, securities, and government debt securities. This allows him to create tailored strategies to suit your unique needs and circumstances. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Investment advice • Retirement planning Whether you're planning for retirement, seeking to grow your wealth, or need guidance on insurance and superannuation, Barri-Jon provides clear, straightforward advice to help you make informed decisions. Contact Barri-Jon today to schedule a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What types of financial advice does Barri-Jon Stear offer?
Barri-Jon Stear provides advice on superannuation, insurance, wealth management, investment life insurance, life risk insurance, securities and government debt securities. He can help you with retirement planning, wealth accumulation, and protecting your assets.
What qualifications does Barri-Jon Stear have?
Barri-Jon holds a Certificate in Financial Planning from Milpark Business School, a Diploma of Financial Planning from Kaplan, and has completed specialized training in tax, economics, ethics, and commercial law for financial planning, also through Kaplan.
How does Barri-Jon Stear's financial planning process work?
The process typically starts with an initial consultation to understand your financial situation, goals, and risk tolerance. Barri-Jon then develops a personalized financial plan, implements the recommendations, and provides ongoing reviews to ensure your plan remains aligned with your evolving needs.
What should I expect during my first meeting with Barri-Jon Stear?
During your first meeting, Barri-Jon will discuss your current financial situation, your short-term and long-term goals, and your risk tolerance. This will help him understand your needs and determine how he can best assist you.
How can Barri-Jon Stear help me with my superannuation?
Barri-Jon can provide advice on choosing the right superannuation fund, consolidating your superannuation accounts, and developing a strategy to maximize your retirement savings.
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