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)
CEO

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
Financial Adviser

James has been working in the Financial Services industry for 10 years and has a Bachelor of Commerce with a Major in Financial Planning. His philosophy is that everyone can benefit and gain value from financial advice. In this ever-changing world, James is committed to utilising appropriate strategies to guide clients towards successfully meeting their specific goals and objectives.

Financial Services Guide Part 1

Financial Services Guide Part 2

Bonnie-King

Bonnie King
BA, BVA, Dip FP (FS).
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.

 

 

 

 

 

 Tyler

Tyler Scott
Client Service Administrator

Tyler is a student at RMIT University studying his Bachelor of Business majoring in Accounting and Financial Planning.  His previous experience primarily consists of finance roles in the aged care, sports and consumer goods industries.

Tyler is passionate about the financial services industry, and has aspirations of developing a career in financial advice.

Situated in Melbourne, Tyler’s main role will be to provide client and administrative support to the team in the Victorian office.  Tyler is enthusiastic about delivering positive client experiences and going above and beyond to assist clients with their queries.

 

 

 

 

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