03 5222 5895

About Us

Barwon Financial Planning is a locally owned and operated financial planning business based in Ryrie Street, Geelong Victoria. Our offices are located in the heritage listed – Friendly Societies Dispensary building established in 1898.

We provide financial planning advice around Melbourne and Geelong, (Surf Coast and Bellarine Peninsula area). We are aligned with long-established accounting practice Mackenzie and Co. www.mackenco.com.au allowing synergies between our financial planning and accounting clients. 

Barwon Financial Planning advisers are authorised representatives of Fortnum Private Wealth Ltd. Click here to learn more.

about_us1.jpgRoss Mackenzie
Director / Financial Planner
B.Ag.Ec. CA. ICAA
Registered Tax Agent
SPAA Accredited SMSF Specialist

about_us3Damian Christou 
Director / Financial Planner
B.Com, ADFP

about_us3.jpgJenny Peters
Senior Associate,
B.Com, B. Arts, CPA
Registered Tax Agent
SPAA Accredited SMSF Specialist


chanthyChanthy Oeur
Senior Financial Planner
B.Com, ADFP, CFP®