Barney Ellis

Senior Adviser - Wealth Management


Barney has been a qualified financial adviser for 15 years and has worked in the professional services industry for two decades. In 2022, Barney sold his own advice practice to focus on what he enjoys most: working closely with clients to formulate plans that fulfil their lifestyle goals.

Barney brings the experience of running a small business to the table, and is passionate about quality long-term strategy, risk management, and keeping things simple (since life’s complicated enough already!).

Barney will help you set and prioritise goals, understand the impact of cost of living, improve your cash flow outcomes as well as support in navigating family dynamics, managing risk in retirement through passive income and maximising government support.

My Specialities

Wealth Management
Office Location
Findex Geelong
Level 2/235, Ryrie Street
Geelong, VIC 3220
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