Our Team
Dale Barratt Director | Senior Financial Adviser
MFinPlan, MAppFin, MBA, CFP™, SSA®
Dale proudly posesses numerous financial qualifications as well as vast experience and in-depth knowledge in the field of wealth management. He has been a financial adviser for 25 years. Throughout this extensive period, he has had the honour of assisting numerous clients in attaining their financial, retirement, and investment planning goals. Dale accomplishes this by actively listening to, and comprehending his clients' requirements, enabling him to develop tailored finance strategies that produce desirable end results.
Rachael Barratt Director/Operations Manager
BEd
As the leader of the administrative hub, Rachael excels in client support and adviser collaboration. Her talent for authentic connections and seamless coordination elevates the client experience. Rachael's proactive approach and unwavering commitment to excellence ensure that client needs are anticipated and adviser relationships are nurtured with precision and care. Rachael's exceptional skills make her an indispensable asset, setting new standards of service excellence for clients and advisers alike.
Hear from our Satisfied Clients
At EKB Financial Advisers, we understand that financial advice plays a crucial role in achieving your financial goals. Our team is dedicated to providing you with the expertise and reassurance you need. Click the button below to hear directly from our valued clients about their experiences with us.