Code of Ethics

Barnes Wealth Management is a proud member of the Financial Planning Association (FPA) and abides by its professional standards. The Code of Ethics sets out general standards of a mandatory and enforceable nature.

We shall:

Integrity
Observe high standards of honesty and integrity in conducting our business and in the provision of financial planning services.
Objectivity
Disclose to the client any limitation on our ability to provide objective financial planning services.
Competence
Provide competent financial planning services and maintain the necessary knowledge and skill to continue to do so, in those areas in which we are engaged.
Fairness
Provide financial planning services that are fair and reasonable.
Diligence
Act with due skill, care and diligence in the provision of financial planning services.
Professionalism
Conduct ourselves professionally and honourably at all times.
Confidentiality
Not disclose any confidential information without the specific consent of the provider of that information, unless compelled to by law or as required to fulfil legal obligations.
Compliance
Ensure our conduct complies with the Constitution of the FPA, the FPA's regulations and professional standards

Brendon Barnes, Stephen Casella, Chantel Oosthuizen, Datasoft Enterprises Pty Ltd t/a Barnes Wealth Management are Authorised Representatives of GWM Adviser Services Limited ABN 96 002 071 749, trading as Garvan Financial Planning an Australian Financial Services Licensee, Registered office at 105-153 Miller St North Sydney NSW 2060 and a member of the National Australia group of companies.

Terms & Conditions | General Advice Warning