Our Service

Our service and advice covers all aspects on how to utilize your money to your advantage, helping you manage your way through your working days and beyond, offering piece of mind on how to protect yourself, your family and your standard of living from financial hardship along the way.

No matter your background or wealth... we can help you!

Our Team

Each member of our financial planning team brings a unique level of expertise to your financial situation, no matter how big or small, complex or straight forward, we offer advice on all aspects of wealth creation, debt reduction, retirement planning and financial protection strategies.

Our Home Loan and Investment Loan Specialist offers our clients direction and choice when dealing with home loans and information around property investment loans.

To complement our core business, we have close working relationships with other professionals to ensure all aspects of your current situation are considered when developing a strategy for your future.

Our passion for what we do transfers into our services

Our service and advice covers all aspects on how to utilises your money to your advantage, helping you manage your way through your working days and beyond, offering piece of mind on how to protect yourself, your family and your standard of living from financial hardship along the way.

Key Contacts

Financial Planning

Liam O'Brien

Bachelor of Commerce

Diploma of Financial Services

  • Financial Planning

Areas of advise I specialise in:

  • Superannuation
  • Income Protection
  • Life & Disability Insurance
  • Retirement Planning
  • Financial Planning
  • Wealth Creation & Investment Strategies

Mortgage Broking

Corey Parsons

Diploma of Financial Services

  • Mortgage Broking Management

Diploma of Financial Services

  • Financial Planning

Areas of advise I specialise in:

  • Home Loans
  • Loan Refinance
  • Investment Property Loans
  • Construction Loan
  • Debt Consolidation & Wealth Building
  • Personal & Car Loans

Community Matters

As a vibrant and enthusiastic firm with a growing and diverse client base and strong regional links; an important part of our business philosophy is to keep financial stress to a minimum and give back to the community.

One of the most rewarding things that all of our staff members are proud to be involved in, is the AMP – Cancer Council Pro Bono Program, providing financial advice and assistance to those dealing with challenging circumstances and The Gawler View Club, which supports the charitable work of The Smith Family, who provide educational opportunities for disadvantaged Australian children and their families.

We also proudly sponsor local sporting clubs and organisations in and around the Barossa and Gawler regions.

Call us today (08) 8563 2874 or Email us at admin@BarossaFS.com.au

It’s about every-day people in our community with real-life worries and forward thinking.

Contact us