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On the job

Having spent nearly a decade working in financial advice, Baris joins Bluecoat as a Chartered Financial Planner, adding a wealth of qualifications and experience to the team.

As a financial planner, Baris aims to build long-lasting relationships with clients based on trust that adds value to their current and future needs.

Day to day, Baris works closely with clients on investments and tax planning, helping them progress toward their long-term goals.

He also has a strong knowledge of tax-efficient investment products, which forms an important part of his advice.

In Baris’ free time

Outside of work, Baris enjoys keeping active, travelling, and watching sport. While he loves all sport, rugby, MMA, and Aussie rules are his main passions – with Aussie rules being a love passed down through his family in Australia.

When it comes to fitness, Baris splits his time between the gym and climbing, and he’s especially glad to have a climbing wall so close to the office.

Away from sport, much of his energy is going into renovating his new home – a project that’s keeping him busy but also proving really rewarding.

Baris’ dislikes

  • Traffic
  • Silence
  • Cinnamon
  • Tea / coffee
  • Slow walkers

Meet your team

Bluecoat Wealth Management
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