Light Financial Services Pty Ltd 78 097 436 210
trading as Light Financial Services
an Authorised Representative of 
GWM Adviser Services Limited ABN 96 002 071 749 
Australian Financial Services Licensee with its registered office at 105-153 Miller Street North Sydney NSW 2060
a member of the National Australia group of companies

  

Who we are...

 

Barry Katzenberg and Peter Wallace are Authorised Representatives of GWM Adviser Services Limited ABN 96 002 071 749 Australian Financial Services Licensee.


Since 1990 our company has been providing quality advice and excellent customer service. We have helped many clients to protect their assets and create wealth, so we are well placed to assist you in your financial planning needs.
imgbarry  
Barry Katzenberg has a Diploma in Financial Planning and has 14 years experience in the financial services profession
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Peter Wallace has a Diploma of Financial Planning and an Advanced Diploma in Management and is a Certified Financial Planner.  He has over 30 years experience in the financial services industry.  Peter provides advice and strategies in regard to Investment, Superannuation, Retirement and Wealth Protection. 

What we do...

  • Through discussing your financial situation we establish exactly what your financial needs, objectives and circumstances are. There are no “standard” solutions in financial planning, each plan needs to meet your unique personal requirements.

  • Through careful analysis of your current situation we tailor a Plan that suits your needs and lifestyle. We are conscious that each plan must be powerful enough to achieve your goals, but it must also be flexible.

  • We recognise that as financial environments change, so too will your requirements. For this reason we offer our clients a review service at either six or twelve month intervals, depending on their individual preference.

Our Customer focus...


The Light Financial Services team are committed to providing superior service. We always approach our work with dedication, diligence and integrity.

We believe that our commitment to the needs of our clients has contributed to the success of many of our clients.

We are committed to helping you achieve financial security and peace of mind.