Barnaby James Proctor
Financial Adviser in Buddina, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000420339
- Location
- Buddina QLD 4575
- Licensee
- Securinvest Financial Planners Pty. Ltd. (AFSL 223280)
- Authorised since
- 16 April 2012
- First provided advice
- 2012
- Qualifications
- Bachelor of Business (Finance & Economics), Edith Cowan University (2007); Diploma of Financial Planning, Kaplan Professional Education (2012); LRS Life Risk Specialist, Financial Planning Association of Australia (2020); Graduate Diploma of Financial Planning, Kaplan (2024)
- Memberships
- Financial Advice Association of Australia (FAAA); Golden Key International Honour Society
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Barnaby James Proctor
Barnaby James Proctor is a financial adviser in Buddina, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000420339.
Barnaby provides advice as an authorised representative of Securinvest Financial Planners Pty. Ltd., which holds Australian financial services licence 223280. The current authorisation started on 16 April 2012.
According to the register, Barnaby first provided financial advice in 2012. The qualifications listed for Barnaby include Bachelor of Business (Finance & Economics) (Edith Cowan University, 2007), Diploma of Financial Planning (Kaplan Professional Education, 2012) and LRS Life Risk Specialist (Financial Planning Association of Australia, 2020). Barnaby is recorded as a member of Financial Advice Association of Australia (FAAA) and Golden Key International Honour Society.
Barnaby is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Barnaby James Proctor a registered financial adviser?
Yes. Barnaby James Proctor is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000420339.
Which licensee does Barnaby James Proctor work under?
Securinvest Financial Planners Pty. Ltd., Australian financial services licence 223280.
What can Barnaby James Proctor give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.