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Barton White Authorised Representative of
Fitzpatricks Private Wealth Pty Ltd

Always making the right decisions in life can be hard but making the right financial choices is so much easier with a professional in your corner. This means having someone who understands your needs and wants, someone who considers more than just your income and assets, and someone who knows how to build and implement a successful strategy.

With a holistic total balance sheet approach to finances, Barton White believes in actively listening to his clients and helping them to form detailed plans with the greatest probability of success. By building long-term and close working relationships, Barton acts as both your personal risk manager and family chief financial officer. In keeping you informed while he takes care of the details, Barton gives you the confidence that your finances are sorted so you have more time to enjoy life.

Barton is passionate about helping clients to achieve all that is important to them and is energised by the challenges and opportunities that this presents. Each person’s situation is unique and requires an individual approach to maximise the outcome. By surrounding himself with a best-of-breed team of professionals, Barton ensures that his clients receive the best advice across all aspects of their finances.

Understanding that awareness and balance are important not only in financial matters, Barton also invests time in living life. Outside of work, he makes sure to spend quality time with family and friends and enjoys playing a round of golf or being out in the water surfing.

Qualifications/Memberships

  • Bachelor of Business (Financial Planning)
  • Self Managed Superannuation Fund Specialist (Kaplan)
  • Member of the Financial Planning Association

Areas of expertise

Personal Injury and Medical Negligence Claims

Asset Protection and Business Structures

Business Succession

Estate Planning

Insurance advice for individuals and business owners

Retirement Planning and Pensions

Self Managed Superannuation Funds (SMSF)

Superannuation

Tax Effective Wealth Strategies

Wealth Creation

Small to Medium Enterprises (SME)

Debt Management

Investment and Portfolio Construction

Divorce and Financial Settlements

Strategic Financial Advice

Centrelink Benefits

Key Person Insurance Strategies

Experience

  • Financial advice profession since 2011

Contact details

Barton White

07 5599 1999

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Level 2, The Strand, Marine Parade, Coolangatta, QLD 4225

07 5599 1999

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