Welcome to Equity & Bond Associates

About the Founder

The company founder has over 27 years of experience in the UK, Australia and Offshore market place. He has provided quality financial advice to individuals and companies and has received various awards for his technical knowledge and customer service approach.

He was nominated for the student of the year award in 2010 by the AFA in Victoria, Australia when completing his Advanced Financial Planning Diploma.

Overall winner of ‘The British Excellence Awards’ in Kuwait for supporting the British Financial Services Industry and encouraging inward investment to the United Kingdom. The award was presented by His Royal Highness the Duke of York Prince Andrew at the British Embassy in Kuwait on the 4th March 2007.

The founders educational background:

  • MBA (Finance and Accounting) Liverpool, England
  • UK Diploma in Financial Planning
  • Australian Advanced Financial Planning Diplomas
  • Australian Diploma’s in Superannuation, Estate and Business Succession Planning.
  • Chartered Wealth Manager by examination.

He is qualified to provide advice on many financial subjects with the main ones being:

I.     Advanced Financial Planning

II.    Advanced Retirement Planning

III.   Advanced Investment Planning

IV.  Advanced Taxation

V.   Advanced Business Succession and Estate Planning

Boris Barna served on the British Business Forum Kuwait board as a Director for the year 2010/2011 and has been a member since 2004. The BBF is a not for profit organisation under the aegis and patronage of the British Embassy Kuwait and was established on 15 April 1995. The Forum is primarily engaged in promoting British business interests in Kuwait by working closely with the British Embassy UK Trade and Investment, and the British Council.