Our team

 

Tim Overington

CFP®, CERTIFIED FINANCIAL PLANNER®,

In 2004 I started Barbican Financial Services. I have a broad range of experience in the Mining, Manufacturing and Service industries.

Advice I specialise in
  • Retirement planning
  • Financial planning
  • Banking solutions
  • Investment planning
  • Superannuation
  • Estate planning
  • Wealth management
  • Debt management
  • Wealth protection
General advice I provide
  • Small business advice
  • Salary packaging
  • Group insurance

 

Paul Terry

B COMM DIP FS

I have been a Financial Adviser since 2008 and hold a BAchelor of Commerce, Diploma of Financial Services (Financial Planning) and a Diploma of Financial Services (Superannuation Management). I've lived in Albany for the last 16 years and have had over 13 years experience in the Financial Services industry.

I pride myself on developing good relationships with clients and like to take a long term strategic view to assist clients make their money work better for them so they don’t need to worry about where the money is coming from when in retirement.

Advice I specialise in
  • Retirement planning
  • Financial planning
  • Banking solutions
  • Investment planning
  • Superannuation
  • Wealth management
  • Wealth protection
General advice I provide
  • Estate planning
  • Debt management
  • Group insurance