Scott’s professional qualifications include a Master of Financial Planning, Graduate Certificate in Applied Finance, Advanced Diploma in Financial Services (FP), and a Diploma in Business (Banking and Finance). He is also an AFP® Member of the Financial Planning Association of Australia. Scott believes in building a long-term relationship with his clients and understands the need to provide a value oriented, holistic financial planning service. Scott works with his clients to prepare and implement comprehensive risk management, investment, retirement and estate planning strategies to meet their lifestyle and financial objectives.
Gordon Barkey has been a Financial Adviser for over 16 years. Prior to becoming an adviser, he had a long career as a Senior Executive in a major international information technology corporation with appointments in South Africa, Canada and Australia.
Gordon holds a Diploma of Financial Planning from Deakin University, a Diploma of Financial Services (Financial Planning) and an Advanced Diploma in Financial Services (Financial Planning).
Sara has valuable experience in advising both retirees and wealth accumulators including small business owners, executives and medical specialists. Recently, as a Senior Financial Consultant with Perpetual Limited, she advised financially successful individuals, families and organisations on how to build, protect & manage their wealth needs.
Sara is passionate about helping clients achieve their goals and aspirations. She prides herself in developing long term partnerships with her clients and puts their interests first in providing tailored and holistic financial advice.
Stephen has had over 30 years of experience as a Financial Planner and over 24 years’ experience in recommending ethical strategies and investments.
Stephen has achieved many qualifications during his long tenor in the Financial Services industry which has given him an edge to provide advice in the areas he is passionate about, namely:
- Financial Planning and Securities Dealing;
- Certificate course in Superannuation;
- Applied Self Managed Super Advice; and
- Diploma of Financial Planning;
As part of his role at Financial Index, Stephen is authorised to provide advice on the following financial services:
- Managed Investments
- Govt Debentures, Stocks/Bonds
- Investment Life Insurance
- Life Risk Insurance
- Deposit and Payment products
- Retirement Savings Accounts
- Estate Planning
Stephen places a high importance on building and maintaining enduring relationships with his clients. He believes that a consistent, value added service is essential to this process.