Barry Zeldenryk CFP
Principal - Financial Planning
Barry is a qualified Certified Financial Planner (CFP) with a Batchelor of International Finance and has been a representative of WHK Financial Planning for 7 years. Barry is licenced to provide clients with high quality, tailored financial planning advice including:
- Investment Strategies
- Superannuation & Rollover Advice
- Retirement Planning & Pension Advice
- Centrelink Advice
- Portfolio Management
- Direct Share Advice
- Self Managed Superannuation Fund Establishment & Management
- Personal Insurance Advice
With his experience in dealing with the global financial crisis and other volatile markets, Barry is well trained in designing plans and strategies for all types of clients through all types of economic conditions.
Barry's focus for clients is on preserving wealth, maintaining cashflow and minimising tax.
Qualifications
2001 - Bachelor of International Finance
2008 - Certified Financial Planner
Positions Held in Associations
Barry is co-president of the Griffith University Finance Association (GUFA), a member of the Warragul Golf Club and enjoys being involved with local football.
Barry has a wife and a young son.
T 61 3 5622 7500