About Barry J. Daniels Barry is an integral part of Five Finance assisting our clients with wealth planning , superannuation issues and improvements, property portfolio development , constructions and subdivisions, business management including company structure legal short- term and long term positioning , insurance and share portfolios. Unlike most conventional financial planners Barry is focused on property portfolio development and long term wealth via property influences, so we have a perfect fit for our clients at Five Finance.

Barry is a professional licensed financial planner with a unique blend of over 20 years experience in financial services and property investment. He is dedicated to providing quality service, specifically to professionals and business owners, across all ages, stages in life and professions. Our clients believe it is this blend of real-life experience in property developments, combined with the rigors of a like approach to designing tailored financial plans and skills, which provide them with a competitive edge when it comes to embarking on building a financial plan.

His career, spanning over 20 years in both financial services & residential property development for family and client interests, has involved the due diligence, sourcing, negotiating, financial analysis, project management and financing of over $100M in aggregate value of residential development projects. Barry has tailored the design of his service to suit clients who currently have a property portfolio or who are embarking on becoming financially independent through investment in residential property. Barry’s service covers correct structure, finance and making effective use of your capital.

As part of the Five Finance value added proposition for our clients the First Appointment is Free

Barry has purposefully designed a fixed fee structure for the preparation of a tailored financial plan to be affordable and performance based. He will discuss this with you at your first meeting to ensure it is commensurate with your budget, the service and professional advice required.

Qualifications

Barry holds formal qualifications in the following disciplines:

• Bachelor Degree, Mechanical Engineering Swinburne University ( B. Mech Eng)

• Diploma, Australian Insurance Institute (DipAII)

• Diploma, Financial Planning Deakin University (DipFP)

• Authorised Representative AFG Financial Planning Pty Ltd

• Self Managed Superannuation Fund Accreditation Tower Life Ltd

• Real Estate Agents Representative Swinburne College of Tafe Authorisations As an Authorised Representative of AFG Financial Planning Pty Ltd, he is able to provide financial planning advice on: Retirement Planning Estate Planning Managed Investments

• Superannuation (Incl Self Managed Superannuation Fund) Securities Life Insurance Income Insurance

Professional Memberships
Barry is a member of the following professional bodies:

Associate, Financial Planning Association (AFPA) www.fpa.asn.au

• Assoc. Fellow Australian Institute of Management (AFAIM) www.aim.com.au
• Affiliate Australian Securities Institute www.finsia.edu.au
• Member, Aust. Institute of Company Directors (MAICD) www.companydirectors.com.au

Supporting Industry
Barry is currently involved in the following non profit organisations:

• Property Investment Association of Australia -Member Education Committee www.piaa.org.au
• Swinburne University MBA Program

Business Plan Judge & Mentor – MBA Students In the past he has been involved in the following non profit organisations:

• Director Australian Lifewriters Association

Supporting Community
Barry is an active member of the following non-profit Community and industry bodies:

• National Stroke Foundation – Director
• National Stroke Foundation – Member of the Finance Audit & Risk Committee www.strokefoundation.com.au

Barry has applied his unique blend of financial planning and real-life property experience learned over 20 years of advising property investors to devise not only a simple to understand, but easy to implement 5-Step Plan to Residential Property Investment based around achieving the following 5-key benefits for his client’s:
Five Finance Wealth Planning 5-key benefits to Investment in Residential Property see PDF in Downloads tab