Barton Lynch
Private Wealth Advisor
Barton initially began his career in Business Services in 2012, working with high net worth and corporate clients at a boutique Chartered Accounting firm. Having decided to transition into Wealth Management, Barton gained valuable experience at Australian fund manager Perpetual before a move to investment and advisory firm Wilsons. What attracted Barton to Shaw and Partners in 2020 was its unique team-orientated approach and collaborative culture, as well as its clear vision and direction as one of Australia’s preeminent wealth managers.
As a Certified Financial Planner (CFP®), Barton provides clients with a structured plan and tailored financial advice solutions, in an approach that is highly personalised, to meet their ongoing needs and requirements.
Barton is committed to developing long-term, meaningful relationships with his clients, placing a deep importance on gaining a strong understanding of his clients personal and financial objectives and in turn helping them achieve lasting financial security.
Qualifications and memberships:
Bachelor of Business from University Technology Sydney (UTS) – Double Major; Accounting and Finance
Advanced Diploma of Financial Planning
Certified Financial Planner and CFP® Professional
Member of the Financial Planners Association of Australia
Phone: (02) 9238 1535
Mobile: (61) 449 568 560
