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    A commitment to providing financial solutions to Australians for over 20 years.

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About Us

Experience is everything and our clients embark on a journey which we have walked before…the good, the bad and the ugly.

Utilising Alex’s prior experience in corporate accounting as well as his role as principal of a taxation accountancy firm in Sydney, he has successfully established a private wealth advisory firm that is a trusted brand to many clients and forms an integral part of their financial wellbeing.

Since its inception in 2000, the firm has continued to build its presence in Northwest Sydney and has done so by developing long-term strategic associations with other professionals. Alex’s belief is that a solid partnership between the Financial Advisor and the clients’ Accountant, Mortgage Broker and/or Solicitor is an essential part of maximising all client outcomes.

Barnett Financial Planning’s business acquisition in 2020 gave the firm further scale and enabled additional investment in people and culture which has resulted in both a highly effective advisory team and also a capable and adaptive client services team which is the backbone of this practice.

Meet our team

Your experts working with you to achieve financial success.

Alex Barnett

Principal & Senior Financial Advisor

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Adrian Barnett

Financial Advisor

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Mark Plaskitt

Consultant

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Nicole Hainsworth

Client Service Manager

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Dianne Wilson

Paraplanner/Client Service Manager

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Kia McFadzean

Administrations Co-Ordinator

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Alex Barnett

Alex Barnett B.Comm, CPA, CFP, SSA
Principal and Senior Financial Adviser

Alex has been a Certified Financial Planner (CFP) since 2000 and has been a member of the SMSF Association and a Specialist SMSF Advisor (SSA) since 2006. He is also a Certified Practicing Accountant (CPA) and a Tax Agent of long standing having commenced his professional career with one of the leading international chartered accountancy firms in Sydney.

Alex’s role within the practice is to provide assistance to those clients who are either in pre-retirement or retirement phase. His knowledge and experience in self-managed superannuation, taxation and investments ensures that his client's take full advantage of tax effective superannuation and investment opportunities available to them.

Alex’s specialist areas include:

  • Self-Managed Superannuation.
  • Retirement Planning.
  • Wealth Accumulation.
  • Tax Planning strategies.
  • Aged Care and Social Security planning.

Until recently Alex served as a Lieutenant in the Australian Army Reserve and is proud of his contribution to the defence of our nation. He has also been heavily involved in Legacy - a charity which assists War Widows and their dependants from both past and current conflicts.

During his period of service he sat on the Finance Committee of Sydney Legacy for over 10 years which has the responsibility of advising the Board of Directors on the financial management of over $75M in assets and investments and on its $9M annual budget.

Alex Barnett is an Authorised Representative of Metriscope Financial Pty Ltd [AFSL Number: 485 160].

Adrian Barnett

Adrian Barnett B. App Fin, Dip FS (FP)
Senior Financial Adviser

Adrian has been working within the practice since 2006. He also holds both a Bachelor of Applied Finance and a Diploma of Financial Planning.

Adrian’s role within the practice is to assist three main demographics:

  • Pre-Retirees.
  • Retirees.
  • Wealth Accumulators.

Pre-Retirees

Pre-Retirement phase is an important life stage that provides those who have not adequately prepared for their retirement years with an opportunity to construct a sound retirement plan.

Adrian tends to focus primarily on clients’ remaining working years [3-6 years] and develops strategies that allow them to accumulate additional funds for retirement.

Retirees

Adrian recognises that come retirement, clients have reached a point in their lives where they are most likely drawing down on their wealth and no longer building financial resources and capital around them.

Given the importance of every dollar, Adrian works with his clients on maximising the amount of wealth they have accumulated and formulating financial strategies that give their financial resources longevity, that way clients can live the life they set out to achieve for longer.

Wealth Accumulators

Adrian understands the advantages associated with amassing wealth at a young age. As a result, he concentrates on developing appropriate wealth accumulation strategies and also implementing a contingency plan to “future proof” their financial position.

This means that his clients’ financial assets and income is secured in the event the unthinkable were to occur [i.e. serious injury, illness or death].

Adrian’s specialist areas include:

  • Superannuation / Self-Managed Superannuation.
  • Retirement Planning.
  • Wealth Protection.
  • Investment Strategies.

In his spare time Adrian plays touch football and also devotes as much time as he can with his wife Jenna and two children Brodie and Cleo.

Adrian Barnett is an Authorised Representative of Metriscope Financial Pty Ltd [AFSL Number: 485 160].

Mark Plaskitt

Mark Plaskitt
Consultant

Mark has been a valued member of Barnett Financial Planning since early 2020. After many years as a financial advisor, Mark has initiated a transition away from his role as a financial advisor to focus on his health and spend more time with his young son and daughter.

In the interim, Mark's role within the practice is to provide support to the firm’s financial advisers and client services team with a focus primarily around investor/client relations.

In his spare time Mark enjoys spending quality time with his young family as well as completing outdoor activities such as rock-climbing and going to the beach.

Nicole Hainsworth

Nicole Hainsworth
Client Service Manager

Nicole joined the team in July 2017. She has gained an Advanced Diploma in Marketing Management. Nicole has built up extensive client service management skills through her previous role as a Client Relations Manager and prior to this she spent several years working in the funds management industry for a highly regarded global fund manager.

Nicole’s role within the practice is to assist Barnett Financial Planning’s financial advisers in the implementation of tailored financial strategies. The implementation process is an important process which means that Nicole has a high level of interaction with our valued clients to manage this process and keep our valued clients informed. Nicole also works alongside her colleagues to provide quality ongoing support and assistance to our clients.

In her spare time, Nicole participates in weekly ‘Parkrun Australia’ events with friends and enjoys being involved in her children’s sporting activities.

Dianne Wilson

Dianne Wilson
Paraplanner/Client Service Manager

Dianne joined the team in November 2018 after several years of experience in boutique financial planning firms in Sydney’s North West and North Shore.

Prior to her Financial Planning career, Dianne was a Flight Attendant with Ansett International, travelling to South East Asia and New Zealand.

Dianne’s role within Barnett Financial Planning is to assist the firm’s financial advisers with investment/product research and also the preparation of financial advice documents. Dianne is also involved in the implementation of advice as well as the provision of ongoing support to our clients.

Dianne holds both a Bachelor of Business Degree, majoring in Tourism and a Diploma of Financial Planning, and is a Justice of the Peace.

Dianne is currently completing a Masters in Financial Planning.

Kia McFadzean

Kia McFadzean
Client Service Officer

Kia joined Barnett Financial Planning in 2021 and has been a welcomed addition to the team given her experience in customer service and client engagement. Kia’s responsibilities include co-ordinating client, superannuation, investment and insurance administration as well as providing a supporting role to the firm’s Client Service Managers in implementing financial strategies recommended to our clients by our financial advisers.

In Kia’s spare time she enjoys sewing and spending time with her beloved dog Murphy.

Barnett Financial Planning Pty Ltd

Corporate Authorised Representative
Metriscope Financial Pty Ltd ABN 27 609 374 254
Australian Financial Services Licence No. 485160

General Advice Disclaimer | Privacy Policy | Complaints Policy

General Advice Disclaimer

The advice provided on this website is general advice only. It has been prepared without taking into account your objectives, financial situation or needs. Before acting on this advice you should consider the appropriateness of the advice, having regard to your own objectives, financial situation and needs. If any products are detailed on this website, you should obtain a Product Disclosure Statement relating to the products and consider its contents before making any decisions.

Barnett Financial Planning Pty Ltd disclaim all and any guarantees, undertakings and warranties, expressed or implied, and shall not be liable for any loss or damage whatsoever (including human or computer error, negligent or otherwise, or incidental or consequential loss or damage) arising out of or in connection with any use or reliance on the information or advice on this site. The user must accept sole responsibility associated with the use of the material on this site, irrespective of the purpose for which such use or results are applied. The information on this website is no substitute for financial advice.

Privacy Policy

About this policy

METRISCOPE Financial Pty Ltd (METRISCOPE) recognises the importance of privacy and is committed to protecting the privacy of individuals when handling their personal information.

This Privacy Policy explains in an open and transparent manner how METRISCOPE will collect, hold, use, disclose, protect and otherwise handle your personal information in accordance with the Australian Privacy Principles contained in the Privacy Act 1988 (Cth).

When you provide METRISCOPE with personal information you consent to its use, disclosure and handling of your personal information in accordance with this Privacy Policy as amended from time to time.

Your Personal Information METRISCOPE collects and holds

METRISCOPE will collect and hold your personal information for the purposes of providing our investment services and products to you.

The kinds of personal information that we may collect and hold include your name, date of birth, tax file number, email address, home address, phone number and bank account details.

Where you do not provide us with all or some of your personal information that we request then we may not be able to provide you with our services.

Personal information collected and held

METRISCOPE collects your personal information directly from you and through our intermediaries when you complete fund application forms. METRISCOPE may also collect data from its registry services.

Other ways METRISCOPE may collect your personal information includes in person or by telephone, letter, facsimile or email.

METRISCOPE may hold personal information collected in both physical and electronic storage facilities including paper-based files and computer databases.

How METRISCOPE uses and discloses personal information

METRISCOPE may use and disclose personal information collected and stored to enable us to provide the financial services and products to you and for other related legal purposes.

For example, we may use and/or disclose your personal information to:

  1. verify your identity;
  2. administer your accounts, investments and the services we provide to you;
  3. comply with laws, regulations, rules, directions or requests from METRISCOPE’s regulatory bodies and/or other government agencies;
  4. comply with METRISCOPE’s own internal policies and procedures.

Where it is legal and necessary to do so, METRISCOPE may disclose your personal information for the purposes described above to our suppliers, contractors, professional advisers, government agencies and regulators or parties involved in the management of your account.

These third parties may be in other countries where laws in relation to the processing of personal information are not consistent with the Australian Privacy Principles or the Privacy Act.

While METRISCOPE may take steps to try and ensure that these third parties do not breach the Australian Privacy Principles in relation to your personal information, the overseas recipient may breach the Privacy Act and/or the Privacy Principles and this may be due to that countries own laws.

By providing us with your personal information you accept that we may make disclosures to overseas recipients on this basis.

METRISCOPE will protect your personal information

METRISCOPE will take all reasonable steps to protect your personal information it holds from misuse, interference and loss, and from unauthorised access, modification or disclosure using both physical and electronic security measures.

By providing us with your personal information over the Internet you accept that such information will be transmitted at your own risk as the security of such information cannot be guaranteed.

METRISCOPE will not retain your personal information, unless required by law, if it is no longer needed for any purpose for which we may lawfully use or disclose it.

Access, correction and complaints regarding your personal information

You may request METRISCOPE to provide you with access to any of your personal information held by us. You should promptly notify METRISCOPE if you become aware that any of your personal information held is inaccurate, out-of-date, incomplete, irrelevant or misleading.

If you have any concerns about whether METRISCOPE has complied with this Privacy Policy or the Privacy Act you can raise your concerns with our Compliance Manager.

You can contact our Compliance Manager via email, fax, telephone or by post on the details set out below. Our Compliance Manager will investigate your complaint and advise you of the outcome.

If you are not satisfied with our response you can complain to the Office of the Australian Information Commissioner.

You can contact our Compliance Manager using the contact details below:

Compliance Manager

compliance@metriscope.com.au

Phone: 02 9659 3955

Fax: 02 9659 4912

Address: PO Box 2036, Castle Hill NSW 1765

We will acknowledge receipt of a complaint within 1 business day, however, where this is not possible, acknowledgement will be made as soon as practicable. We will then investigate the complaint and respond to you within 30 days. Some complex matters may require an extension to thoroughly investigate the complaint and bring it to resolution. If additional time is required, we will advise you in writing.

If you are not fully satisfied with our response, you can contact an external body. In cases of privacy related complaints, this is generally the Office of the Australian Information Commissioner (OAIC).

The contact details for OAIC are:

Mail GPO box 5218 Sydney NSW 2001

Phone 1300 363 992

Email enquiries@oaic.gov.au

Online www.oaic.gov.au

You may also direct privacy complaints related to financial advice to the Australian Financial Complaints Authority (AFCA). The contact details for AFCA are:

Mail GPO Box 3, Melbourne, VIC 3001

Phone 1800 931 678 (free call)

Email info@afca.org.au

Online www.afca.org.au

Privacy Policy updates

We may update this Privacy Policy from time to time to take into account changes in our practices for the handling of personal information by publishing an amended Privacy Policy. You should regularly review the most recent version of this Privacy Policy.

Complaints Policy

Complaints Resolution

If you have a complaint we would like you to tell us so that we can address the matter. We are committed to the efficient and fair resolution of complaints.

How you can lodge a complaint

If you wish to make a complaint, please contact our Compliance Manager on the information below:

Compliance Manager
compliance@metriscope.com.au
Phone: 02 9659 3955
Fax: 02 9659 4912
Address: PO Box 2036, Castle Hill NSW 1765

Our complaint process is free of charge to you. Your complaint does not need to be in writing. If you require any assistance to lodge your complaint, please let us know. You may also choose to authorise a representative to make a complaint on your behalf.

We are bound by the Privacy Act, and we manage and protect your personal information in accordance with the Australian Privacy Principles.

How we will deal with your complaint

We will respond to your complaint in a timely and flexible manner. Our goal is to ensure the earliest possible resolution and we will try to resolve your complaint wherever possible at the first point of contact. Where your complaint is urgent it will be prioritised.

We will ensure you have the opportunity to explain your complaint. To this end we ask that where possible, that you provide the following information about your complaint:

  • your full name, date of birth and contact details
  • if relevant, your financial adviser's or mortgage broker’s name
  • the names of any service providers, such as any investment, insurance or credit product providers, associated with your complaint
  • any identifying account numbers or other references, such as an investor number, loan number, policy number or superannuation account number
  • supporting documentation and
  • the resolution you are seeking.

We will address your complaint fairly and consistently, treating each complaint in an un-biased manner, and ensuring all allegations are investigated thoroughly. We will inform the financial adviser or mortgage broker involved about your complaint and ask them to respond to us.

Once your complaint is resolved any agreed outcomes will be implemented in a timely manner.

How and when we will communicate with you about your complaint

We will acknowledge the receipt of your complaint within 1 business day verbally or in writing.

Where this is not possible, acknowledgement will be made as soon as possible.

We will investigate your complaint promptly and respond to you within 30 calendar days. Our response will include:

  • The outcome of your complaint including the actions taken to resolve it
  • The reasons for our decisions and
  • Information about your rights if you are not satisfied with the resolution.

If we are able to resolve the complaint to your complete satisfaction within 5 business days, we may not provide a written response unless you request a response in writing.

Some complex matters may require additional time to thoroughly investigate the complaint and bring it to a resolution. Where additional time is required, we will advise you in writing within 30 calendar days of receiving the complaint. We will explain the reasons for the delay.

We will communicate openly throughout the process.

If you are not satisfied with the resolution of your complaint, you can lodge a complaint with the Australian Financial Complaints Authority (AFCA).

Your right to lodge a complaint with AFCA

If an issue has not been resolved to your satisfaction, you can lodge a complaint with AFCA. AFCA provides fair and independent complaint resolution that is free to consumers. The contact details for AFCA are:

Mail GPO Box 3, Melbourne VIC 3001
Phone 1800 931 678 (free of charge)
Email info@afca.org.au
Online www.afca.org.au

About this Policy

We may amend or update our Complaints Policy as required by law or as our business processes changes.