As of 1 July 2026, Barker Wealth holds its own Australian Financial Services Licence, AFSL 700297.
Until now, we advised our investors under an external licensee. Holding our own licence is a significant step for the firm, and more importantly, it strengthens the foundation beneath the advice we give you. Here is what it means.
A licence granted by ASIC
An AFSL is not a formality. ASIC grants one only after assessing a firm’s competence, financial resources, compliance systems, and standards of conduct. Meeting that bar in our own right reflects the rigour we hold ourselves to, and gives you an independent measure of it.
Complete independence
We are no longer authorised under anyone else’s licence. There is no external licensee, parent company, or product group influencing what we recommend. Our research, our approved investments, and our advice answer to one thing: your interests and the evidence.
For investors, independence is not an abstract virtue. It is the difference between advice shaped by your circumstances and advice shaped by someone else’s shelf of products.
Direct accountability for investment quality
We now own our research and product selection process end to end, with direct regulatory responsibility for every recommendation we make. That means a higher bar on what reaches your portfolio, and full ownership of the standards that keep it there.
Built for sustainable growth
This is the foundation we intend to grow on. It gives us control over our standards and our offering as the firm scales, so the quality you expect stays constant as we grow alongside our investors.
What stays the same
Your experience as an investor does not change. Your investments continue to be held in your name, and nothing moves without your instruction. What changes is the structure behind your advice, and it changes in your favour.
If you would like to understand what this means for your portfolio, reply to this article’s accompanying email or book a strategy call, and we will talk it through.
Barker Wealth Management Pty Ltd ABN 46 695 875 962, trading as Barker Wealth, holds Australian Financial Services Licence (AFSL) 700297. This information is general only and does not take your objectives, financial situation or needs into account. You should obtain a copy of the relevant Product Disclosure Statement (PDS) or Information Memorandum (IM) before making any decision about acquiring a product. Our Financial Services Guide (FSG) is available at www.barkerwealth.com.au or by calling (02) 8018 8998.