Our Team

Tim Barrett always seeks alternative opinions on his mission to find the best outcome for his clients. He knows that the harder he and his team work, the better value he can deliver. He is obsessed with current affairs and thinking about how macro issues will influence the financial goals of his clients. He believes that everything his team does should only be done to add value to the client.

With over two decades of Private Banking experience supporting Australia’s high net-worth families with their residential and commercial needs, Tim provides exceptional service and a deep knowledge of debt structuring. Prior to joining Highland Financial Services in 2023, Tim led an experienced team of Private Bankers and Analysts at the Commonwealth Bank in Queensland, New South Wales and Victoria. Tim holds a Bachelor of Science with a Medical major from Sydney’s University of Technology, an Advanced Diploma in Financial Planning and Certificate IV in Finance & Mortgage Broking.

Jacob joined Barrett Capital Advisory in 2026 following a 16-year career with the Commonwealth Bank, where he held senior roles within the Private Bank, advising high-net-worth clients.

Most recently an Executive Manager, he led a significant portfolio and team responsible for several billion dollars. He was recognised as Private Banker / Director of the Year in both 2021 and 2022.

Jacob offers a considered, calm approach to what can often be a complex process. He takes the time to understand each client’s position in detail, providing clear, well-structured recommendations grounded in experience.

With a deep understanding of how credit decisions are made, he can navigate complex scenarios, structure effectively, and advocate for his clients where it matters.

His focus is simple: achieving the right outcome, without unnecessary compromise.

David’s sense of humour is infectious, it enables him quickly to connect with his clients, at the same time working hard to earn their respect and support. An inherently prudent person, he thinks deeply before he acts, ensuring that he has approached a problem from multiple angles before he presents a solution.

Genuine, honest, kind and humble, his clients say that they can always rely on David to tell the truth — even when it is not what they want to hear. David joined Barrett Capital Advisory after more than six years working with Tim at Highland Financial Services as a Mortgage Broker.

David is an excellent communicator and always goes above and beyond. With a strong work ethic and a highly competitive nature, David takes genuine pride in making his clients happy. His internal competitive drive sees him work very hard for the right financial solution.