Meet the team

Greg Barter

CFP®, BSC, DIP FP, PIFA, MCIFAA, PSC(R)

Director and Principal Financial Advisor

Greg Barter has been working as an advisor in the financial services industry for over 24 years and joined Allied Wealth in 2022 to pursue his desire to provide independent financial planning advice.

Greg has over nine years expertise in making key investment decisions, serving as a voting member on the investment committee for one of Australia’s largest managed discretionary accounts and now acts as the Chair of the Allied Wealth Investment and Asset Allocation Committee.

As a director of Allied Wealth, he enjoys the challenges of collaboratively running a business as well as the ability to quickly adjust our offering to ensure it is meeting clients’ needs in an ever-changing environment.

With a background in the Australian Army and continued involvement in a part time role, Greg has an analytical and deliberate approach to looking after clients’ needs which is balanced with his experience in listening to clients and understanding their individual desires. The combination is a unique and well researched approach to achieving clients’ financial goals.

Greg’s clients are a combination of individuals, businesses, and not-for-profit organisations.

He has a Bachelor or Science majoring in physics and applied mathematics and is a Certified Financial Planner®. He is a member of the Financial Advisors Association of Australia (FAAA), the Profession of Independent Financial Advisors (PIFA) and the Certified Independent Financial Advisors Association (CIFAA).

He resides in Balmain with his family and enjoys skiing with his loved ones and is an avid ocean racer. He regularly competes in the blue water classics like the Sydney-Hobart with a career highlight of being part of a crew which achieved a divisional win on handicap in 2016.

Client Reviews

  • Anonymous

    Greg Barter has advised me for nearly 20 years; he helped me approach retirement as well as the transition to retirement.  He always has our interests at heart when recommending investments or strategic changes to our portfolio.  He is able to explain complicated technical issues to the level of depth that I am interested in knowing.  I have been comfortable to refer former business colleagues to Greg because I knew that he would look after them as professionally as he has looked after us.

    Lynne Mearing

    We chose Allied Wealth because they are independent financial advisors. We chose Greg Barter as our advisor because he has vast experience as a financial advisor and communicates exceptionally well with us, his clients.

  • John Horridge

    We would highly recommend Greg Barter and the team at Allied Wealth. We have known Greg for over 20 years and our recommendation is based on his management of our portfolio and the relationship we enjoy with Greg as our advisor.

    Joe

    We were excited to move to Allied Wealth as it ensured our continued association with Greg Barter. Greg has managed our affairs for many years and we have been extremely happy with his expert and dedicated service at all times. He is someone who can always be relied on. He has always exhibited the highest degree of honesty, integrity and knowledge. We look forward to working with him for many years to come.

  • Anonymous

    We followed Greg Barter to Allied Wealth as we have been totally satisfied with his advice and handling of our financial affairs for over a decade. Having an independent advisor, who receives no commissions of any kind, is central to our confidence in Greg and his colleagues at Allied Wealth.

    Anonymous

    Allied Wealth advisers are very mindful of clients concerns and do their best to cater to client’s requirements. I have found that while they are professional, they take the time to explain and inform about various types of investments. Highly recommended.

  • Janet Boyd

    My first meeting with Greg was very informative, and things were explained very clearly regarding my Portfolio with Allied Wealth. I'm sure everything will continue as it has been, getting the help and advice I require.

    Kevin tanner

    Our introduction to Allied Wealth has proven to be a successful decision for our future lifestyle. The prompt response and service provided by Allied Wealth has given us the confidence in our fund investments.

  • I & K Paxton

    We have dealt with Greg Barter for several years and always found him to be totally professional in all our dealings. Greg’s follow up on required information is immediate. We would recommend Allied Wealth to our family and friends.

  • Merle Greenberg

    I am writing to highly recommend Greg Barter as a financial adviser. I have been a client of Greg's for the past eight years and have been consistently impressed with his professionalism, proactive approach, and honesty. One of the things I appreciate most about Greg is his dedication to his clients. He is always available to answer any questions or concerns I have and makes sure to proactively check in to make sure my financial goals are on track. He is also very honest and straightforward in his advice, which I find to be a refreshing change from other advisers I have worked with in the past. Greg is also very practical in his approach to financial planning. He takes the time to understand my specific needs and goals, and then creates a personalized plan that is tailored to my individual situation. He is also great at explaining complex financial concepts in a way that is easy to understand, which is something I really appreciate. I would highly recommend Greg Barter to anyone in need of an independent financial advisor. He is a true professional who is dedicated to his clients and whose advice is always honest and practical.

linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram