Barry Crabtree
Financial Adviser
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About
Barry Crabtree is an ASIC-registered financial adviser based in Adelaide, South Australia, dedicated to helping clients achieve their financial goals with clear, personalized advice. With a strong educational foundation including a Diploma of Financial Planning from Deakin University (1993), an Accredited Listed Product Adviser Program from Kaplan Professional (2019), and a Graduate Diploma of Financial Planning from Kaplan (2022), Barry possesses the knowledge and experience to guide you through complex financial landscapes. As a member of the Financial Advice Association of Australia (FAAA) and a Certified Financial Planner (CFP) with the Financial Planning Association of Australia (FPA), Barry adheres to the highest ethical and professional standards. He is authorized to provide advice on a comprehensive range of financial products, ensuring that your needs are fully addressed. Barry can provide expert advice on superannuation, insurance, wealth management, and retirement planning. His expertise extends to Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions Ready to take control of your financial future? Contact Barry today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Barry Crabtree offer?
Barry Crabtree specializes in superannuation advice, retirement planning, wealth management, and insurance solutions. He is authorized to advise on a broad range of financial products to meet your individual needs.
What qualifications does Barry Crabtree hold?
Barry holds a Diploma of Financial Planning from Deakin University, an Accredited Listed Product Adviser Program from Kaplan Professional, and a Graduate Diploma of Financial Planning from Kaplan. He is also a Certified Financial Planner (CFP) with the FPA.
How does Barry Crabtree approach financial planning?
Barry provides personalized, client-focused advice. He takes the time to understand your unique circumstances and goals, then develops a tailored financial plan to help you achieve them. Expect clear communication and ongoing support.
What should I expect during my first meeting with Barry Crabtree?
During your initial consultation, Barry will discuss your financial situation, goals, and risk tolerance. This will allow him to understand your needs and determine how he can best assist you. You'll have the opportunity to ask questions and learn more about his services.
Why should I choose Barry Crabtree as my financial advisor?
Barry's extensive experience, qualifications, and commitment to ethical standards make him a trusted choice. As a CFP with the FPA and a member of the FAAA, he's dedicated to providing professional and reliable advice. He focuses on building long-term relationships and helping clients achieve financial security.
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