Margaret Barnesby-Johnson
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
Margaret Barnesby-Johnson is an ASIC-registered financial adviser based in South Perth, WA, dedicated to helping clients achieve their financial goals through personalized and strategic advice. Margaret holds a Master of Applied Finance from Macquarie University and has supplemented this with specialized training in Margin Lending and Geared Investments, Listed Product Advice, Life Insurance, and SMSF management. With extensive experience, Margaret is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. She also offers guidance on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Margaret's commitment to client success is reflected in her holistic approach, ensuring that every recommendation is tailored to individual needs and circumstances. She provides expert guidance in: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Margaret today to schedule a consultation and discover how she can help you achieve your financial aspirations.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does Margaret Barnesby-Johnson provide?
Margaret provides advice on a wide range of financial products and services, including superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities.
What qualifications does Margaret Barnesby-Johnson have?
Margaret holds a Master of Applied Finance from Macquarie University and has completed specialized training in margin lending, geared investments, listed product advice, life insurance, and SMSF management.
What is Margaret's approach to financial planning?
Margaret takes a holistic and personalized approach to financial planning, tailoring her advice to each client's unique needs and goals. She focuses on building long-term relationships based on trust and understanding.
How can Margaret help me with my retirement planning?
Margaret can assist you in developing a comprehensive retirement plan that considers your current financial situation, future income needs, and risk tolerance. She can provide advice on superannuation, investments, and other strategies to help you achieve a comfortable retirement.
What can I expect during my first meeting with Margaret?
During your initial consultation with Margaret, you can expect a thorough discussion of your financial goals, current situation, and any concerns you may have. She will take the time to understand your needs and provide you with a clear overview of how she can help you achieve your objectives.
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.