Bartons Chartered Accountants & Wealth Advisors
Accounting Services in West Torrens
Address474A Anzac Hwy. Camden Park. West Torrens, SA, 5038.
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What you should know about Bartons Chartered Accountants & Wealth Advisors
Along the way, specialists have come into the team, whose experience has enabled us to develop into a fully integrated accounting and financial services firm. Each of the Directors brings a unique skill set to assist our clients in achieving their financial goals. Leanne is our superannuation specialist, whilst Chris and Adam have a long history of servicing medical professionals in accounting, business and risk services and Stuart heads up our financial planning division. At Barton we believe that we have an urgent role to play in our community. We encourage local and state organizations that are close to our heart, and who share our value for Life. We look for good collective outcomes, not individual stardom We want our team to be the best they can be We want a reciprocal relationship between team members and the steady a spirit of present and take. Part of our culture is the Barton Family idea it’s all about how we treat and concern for each other whether clients, staff or other stakeholders. A Certified Financial Planner (CAP) and member of the Financial Planning Association of Australia Ltd, Adam’s focus is on providing planning advice to medical and professional clients, active closely with the accounting division of Barton to coordinate their financial planning needs in a strategic, integrated manner. Adam provides advice in the latter areas: Risk management life insurance, trauma enduring disability, business expenses, income protection, key person and business succession. Before to this, he was a partner for many years with the Adelaide member firm of international group Moore Stephens in a range of roles, including leader of that firm’s Health Services Group. Chris works with a important group of medical practitioner clients, advising their practices on business issues, and personally on financial, taxation and asset protection strategies. An urgent part of Chris’ labor is to coordinate client service with Barton Financial Services, the financial planning arm of the firm, to ensure delivery of integrated solutions to clients’ financial requirements. He enjoys spending time with his family, fishing, drifting and enjoying good food and wine. Stuart has over 20 years accounting, financial advisory and lending experience, and is responsible for the operation of the Financial Services Division. Stuart’s recommendations and advice in the management of our superannuation investments have been, and are, excellent. He has long experience in accounting, taxation, business advisory services to ME’s, family groups and professionals. Ben works with the CFO Services division providing in house Management Accounting services to our clients. Damian works closely with Stuart Brown ensuring that our clients attain the best outcome. Jimmy focuses on providing his clients with strategic advice relating to superannuation, retirement planning and taxation. Jordan joined the Barton team back in October 2007 as an Accountant, with his preceding commercial experience managing various businesses and franchises this role quickly developed into Business Development role helping Barton to not only thrive its own business, but for our own clients too. Upon his return in slow 2015 he has taken the role as Manager of the Advisory division of the business Barton Growth Solutions. Steven’s focus is on prosperity accumulators, providing advice in a number of areas including risk management, superannuation and investments. Find out who is supporting the Barton to Bay for CA.