Financial Adviser
· IPSWICH, QLD
Barton Willis
No disciplinary history on record with ASIC
IPSWICH,
QLD
1
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001311018
Barton Willis is a financial adviser based in Ipswich, Queensland, with 1 year of experience in the financial services industry since 2025. Barton is currently authorised under Ep Financial Services, operating through Sb Wealth. Barton holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Barton's qualifications include a Bachelor of Commerce (Financial Planning) from University of Sunshine Coast.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Restrictions: Derivatives
Authorised to provide tax financial advice services
Qualifications and Training
2013
Bachelor of Commerce (Financial Planning)
University of Sunshine Coast
2017
Margin Lending
Kaplan Professional
2019
Self Managed Superannuation Funds
Kaplan Professional
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited