About Us


Stephen Barratt

Stephen has been working in the financial services industry for well over 30 years. He has experienced the highs and lows of how markets have influenced client’s savings and retirement plans.  Stephen has worked in the Parramatta and north-west part of Sydney helping clients with their financial planning needs since 2002.

Stephen has the following experience, qualifications and memberships:

* Over 20 years financial service experience with AMP Funds Management.

* Financial Planner since 2002.

* CERTIFIED FINANCIAL PLANNER® practitioner

AFP® Member of Financial Planning Association of Australia.

 

Stephen Barratt is an authorised representative of Lonsdale Financial Group Limited.

 

Norwest Investment Services Pty Ltd

Norwest Investment Services commenced its existence in 2002 to initially provide financial planning services to clients of accounting firm R&G Consulting Pty Ltd. While Norwest Investment Services still enjoys a close working relationship with R&G Consulting, we have broadened our client base to include other referral sources including referrals from existing clients.

Norwest Investment Services Pty Ltd is an corporate authorised representative of Lonsdale Financial Group Limited.