Mark McInerney & James Barratt are Authorised Representatives of MBFS Pty Ltd, with more than 16 combined years experience as financial advisers.
We offer you the individual best financial advice possible, your peace of mind is paramount.
We provide advice in all areas of financial planning, including specialised aged care knowledge to assist their clients entering aged care accommodation.
Mark & James come from a teaching background, both having a Bachelor of Education and a Diploma of Financial Services.
Mark has been in the Financial services industry since 1996 running his own financial planning firm for over 8 years. During this time he has provided advice in all areas of financial planning.
Mark has worked in both Sydney and Adelaide for various corporate financial planning firms including MLC, BankSA and Asgard.
A former Australian & State representative in rowing he is a keen golfer and fisherman and hopes to own his own boat one day. Following his son Conor’s cricket career also takes up a lot of his time.
James has been a Financial Planner since 2003. He began as a risk insurance specialist completing full analyses of client risk needs expanding into full advice from there. He has been a full partner of McInerney Barratt Financial Solutions since 2005.
In 2007 James won the ‘Securitor Rising Star Award’ as best up and coming financial planner in South Australia.
He is a father to his two daughters with most of his spare time utilised in raising them with his wife Paula. A keen wine buff, golfer and fitness enthusiast, he enjoys triathlons and cycling.
Keren has been a Financial Planner since 2008.
Her experience in financial services started with AMP and she worked for several fund managers on the corporate side until 2007 when she joined an advisory firm working with planners assisting with risk insurance advice.
Keren gained her qualification in the Diploma of Financial Services in 2007 before going on to complete the Advanced Diploma. She provides advice on all aspects of Financial Planning, specialising in personal risk insurance.
Keren enjoys camping and four wheel driving, with her biggest trip to date reaching the tip of Cape York in 2013.