Our Team – Victoria

Meet the Victorian team

It’s not just our experience and advice that counts, but the professional and personal relationships we build with you and the satisfaction that comes from seeing our clients actively building and enjoying their financial freedom. We like thinking outside the square, finding innovative solutions and most importantly sharing in your achievements.

Barry-King+AACP

Barry King B Ec, Adv Dip FS (FP)

Managing Director & Senior Financial Adviser

Barry established King Financial Group in 1989 and is a highly experienced practitioner in the Financial Service Industry where he has honed his skills over the last 27 years. He holds an Advanced Diploma in Financial Services and Financial Planning and is a qualified specialist in retirement planning and Self-Managed Super Funds. As a Certified Financial Strategist, Barry’s commitment to helping people to excel is reflected in the strong relationships he has with his clients.

Financial Services Guide Part 1

Financial Services Guide Part 2

James-Shaw +AACP

James Shaw B.Com FP

Senior Financial Adviser

James has been working in the Financial Planning industry since 2006 and employed by King Financial Group since July 2017. He has a Bachelor of Commerce with a Major in Financial Planning along with specialist accreditation and expertise in: Self Managed Super Funds and Aged Care. From Canberra originally, James also has extensive experience in defined benefit schemes and is a huge Canberra Raiders (Rugby League) fan.

He has a strong belief that everyone can benefit from financial planning advice but he predominantly specialises in advising pre-retirees and retirees. His approach to financial planning is to get to know you and your situation and then work within the relevant areas such as legislative, compliance, tax, investments, estate planning, Centrelink, insurances, structures (superannuation, trusts, investment bonds, etc.) and budgeting to achieve your longer-term tangible and intangible financial and life goals.

His approach will then involve breaking these long-term goals down into more manageable short-term targets and then work with you on a regular basis to make sure we are on track.

When he’s not working, he is spending time with his 2 young children, running long distances, watching any sport (Sydney Swans fan in the AFL) and reading newspapers.

Financial Services Guide Part 1

Financial Services Guide Part 2

aaron resized

Aaron Leslie B.Com (Eco), CFP

Senior Financial Adviser

Aaron has been working in the Financial Services industry for over a decade, working his way through to becoming an adviser for the past 5 years.  He holds a Bachelor of Commerce, Diploma of Financial Planning and is a Certified Financial Planner.  Aaron is a strong believer in building strong relationships with his clients, working with them to discover what is important to them and then working together to achieve those goals.

Financial Services Guide Part 1

Financial Services Guide Part 2

 

 

 

Bonnie-King

Bonnie King BA, BVA, Dip FS (FP)

Senior Client Service Administrator

Bonnie has been with King’s since 2010 following the completion of Bachelor of Arts and Bachelor of Visual Arts degrees at Monash University.

Based in the Melbourne office, Bonnie provides support to all offices with regards to internal staff and external client matters, as well as general logistical office management.

Having spent some time within the business she prides herself on her client knowledge and providing quality service for all client enquiries.

Bonnie has recently completed her Diploma of Financial Planning and is enjoying shadowing the Melbourne Advisers to further her knowledge in strategic advice.

Sandra

Sandra Malhotra

Senior Client Service Administrator

Sandra has been working as a Practice Manager in the Financial Planning sector for over 7 years.  With a passion for client-centric support, she has been the point of call for all aspects of client administration and client needs.  Ranging from general enquiries to implementing advice, through to ongoing investment transactions.  Sandra also provides assistance to the Victorian-based financial advisers.

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