Meet the Victorian team
It’s not just our experience and advice that counts, but the professional and personal relationships we build with you and the satisfaction that comes from seeing our clients actively building and enjoying their financial freedom. We like thinking outside the square, finding innovative solutions and most importantly sharing in your achievements.
Barry King B Ec, Adv Dip FS (FP)
Managing Director & Senior Financial Adviser
Barry established King Financial Group in 1989 and is a highly experienced practitioner in the Financial Service Industry where he has honed his skills over the last 27 years. He holds an Advanced Diploma in Financial Services and Financial Planning and is a qualified specialist in retirement planning and Self-Managed Super Funds. As a Certified Financial Strategist, Barry’s commitment to helping people to excel is reflected in the strong relationships he has with his clients.
Financial Services Guide Part 1
Financial Services Guide Part 2 |
Aaron Leslie B.Com (Eco), CFP
Senior Financial Adviser
Aaron has been working in the Financial Services industry for over a decade, working his way through to becoming an adviser for the past 5 years. He holds a Bachelor of Commerce, Diploma of Financial Planning and is a Certified Financial Planner. Aaron is a strong believer in building strong relationships with his clients, working with them to discover what is important to them and then working together to achieve those goals.
Financial Services Guide Part 1
Financial Services Guide Part 2
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Bonnie Ellis BA, BVA, Dip FS (FP)
Client Service Manager
Bonnie has been with King’s since 2010 following the completion of Bachelor of Arts and Bachelor of Visual Arts degrees at Monash University.
Based in the Melbourne office, Bonnie provides support to all offices with regards to internal staff and external client matters, as well as general logistical office management.
Having spent some time within the business she prides herself on her client knowledge and providing quality service for all client enquiries.
Bonnie has recently completed her Diploma of Financial Planning and is enjoying shadowing the Melbourne Advisers to further her knowledge in strategic advice. |
Sandra Malhotra
Senior Client Service Administrator
Sandra has been working as a Practice Manager in the Financial Planning sector for over 7 years. With a passion for client-centric support, she has been the point of call for all aspects of client administration and client needs. Ranging from general enquiries to implementing advice, through to ongoing investment transactions. Sandra also provides assistance to the Victorian-based financial advisers. |
