About
Barton White brings over a decade of experience in financial advice and wealth strategy, supporting successful business owners, entrepreneurial families, and professionals to achieve financial clarity, security, and long-term success.
Known for his calm, thoughtful approach, Barton acts as a trusted partner to his clients, providing not only robust financial strategies and portfolio oversight but also serving as a sounding board across key business, family, and wealth decisions. His strength lies in helping clients align their resources with what matters most, creating actionable game plans and ensuring important projects stay on track.
Barton is passionate about helping families and business owners prepare for succession, empower the next generation, and confidently navigate complex transitions. Working alongside a best-of-breed team of technical specialists across legal, tax, and investment advice, Barton ensures that clients receive cohesive, tailored guidance across all aspects of their financial affairs.
Barton holds a Bachelor of Business (Financial Planning) and is a Self-Managed Superannuation Fund (SMSF) Specialist Adviser. He is committed to providing advice that is values-based, outcomes-focused, and designed to support families and businesses through every stage of life.
Qualifications & Memberships
- Bachelor of Business (Financial Planning) – Royal Melbourne Institute of Technology
- Self-Managed Superannuation Funds – Kaplan Professional
- Significant Advice Network Member
- Financial Advice Association Australia (FAAA)