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Dennis Barton

Financial Adviser

Andep Investment Consultancy
Perth, WA 6000

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About

Dennis Barton is an ASIC-registered financial adviser based in Perth, WA, offering comprehensive financial advice to help you achieve your financial goals. With a career spanning several decades, Dennis brings a wealth of knowledge and experience to his clients. His qualifications include a Bachelor of Science from The University of Western Australia (1967), Fellowship from The Institute of Actuaries Australia (1973), Senior Fellowship from the Securities Institute (now FINSIA) (1973), a Bachelor of Economics from The University of Western Australia (1975), and Associate Membership with the Institute of Arbitrators and Mediators (Resolution Institute) (1993). Dennis has also completed Ethics and Professionalism in Financial Advice training with Kaplan in 2022, ensuring he adheres to the highest ethical standards. Dennis is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. He is committed to providing tailored financial solutions to suit your individual needs and circumstances. • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment advice Ready to take control of your financial future? Contact Dennis Barton today to schedule a consultation and discover how he can help you achieve your financial aspirations.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Retirement planning strategies Superannuation advice Wealth accumulation Risk management Insurance solutions Investment advice

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000230176

Verify on ASIC Register

Authorised Representative Number

000275519

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Dennis Barton offer?

Dennis Barton provides advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.

What are Dennis Barton's qualifications?

Dennis Barton holds a Bachelor of Science, Fellowship from The Institute of Actuaries Australia, Senior Fellowship from the Securities Institute (now FINSIA), a Bachelor of Economics, and Associate Membership with the Institute of Arbitrators and Mediators (Resolution Institute). He also completed Ethics and Professionalism in Financial Advice training.

What can I expect during my first consultation with Dennis Barton?

During your initial consultation, Dennis will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then develop a tailored financial plan designed to help you achieve your objectives.

How does Dennis Barton stay up-to-date with the latest financial regulations and trends?

Dennis Barton is committed to ongoing professional development and regularly participates in training and educational programs to stay informed about the latest changes in the financial industry.

What is Dennis Barton's approach to financial planning?

Dennis Barton's approach is client-centered and focuses on building long-term relationships based on trust and transparency. He works collaboratively with his clients to develop personalized financial strategies that align with their unique needs and goals.

Get in Touch

Contact Dennis directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.