Baron Financial Group Pty Ltd

Baron Financial Group Pty Ltd
Baron Financial Group Pty Ltd
Professional Services-SYDNEY, NSW
Professional Services-Sydney, NSW
It incorporates a core selection of high profile fund managers together with some specialist boutique funds selected to meet specific client needs. Most people seek our assistance because t..
Level 9, 75 King Street, Sydney, NSW, 2000.
Level 9, 75 King Street, Sydney, NSW, 2000.
Is this your business? Claim
Ratings & Reviews
Write Review
Write a review for Baron Financial Group Pty Ltd
Hide Review
"How is you experience with Baron Financial Group Pty Ltd ? Let others know.."
Images & Videos:
It incorporates a core selection of high profile fund managers together with some specialist boutique funds selected to meet specific client needs. Most people seek our assistance because they do not have the time, knowledge or skills to create their own financial plan. Keeping up with changes in tax and superannuation legislation, following market movements and monitoring the performance of various investments can be an onerous task for the inexperienced, it is something that financial advisors do every day.

Our Services

  • Retirement Planning
  • Investment Planning
  • Tax-effective Investment
  • Superannuation
  • Salary Packaging
  • Cash Management and Budgeting
  • Retrenchment and Redundancy
  • Wealth Creation
  • Small Business Planning
  • Business Succession Planning
  • UK Pension Transfers
  • Gearing and Margin Lending
  • Insurance and Income Protection
  • Estate Planning Considerations
  • Centrelink Benefits and Aged Care

 

Baron Financial Group Pty Ltd t/a Baron Financial Planning ABN 28 237 106 574 is a Corporate Authorised Representative of GWM Adviser Services Limited ABN 96 002 071 749 trading as MLC Financial Planning.

 

Our Product Providers

An effective financial plan combines sound strategies and astute product selection. Our approved product list is drawn from a broad range of fund managers. It includes those we believe are the best in each major class – Australian shares, listed property, fixed interest and cash. It incorporates a core selection of high profile fund managers together with some specialist boutique funds selected to meet specific client needs.

Most people seek our assistance because they do not have the time, knowledge or skills to create their own financial plan. Keeping up with changes in tax and superannuation legislation, following market movements and monitoring the performance of various investments can be an onerous task for the inexperienced, it is something that financial advisors do every day.

 

We are here to help you!

 

Our Staff

Doris Baron CFP® (Principal/Director)

BBus, CFP (Certified Financial Planner), Dip FP (Financial Planning), SA Fin, Dip FS (Financial Services), C.dec (Commissioner for Declarations)

 

Experience

  • 24 years of experience in Financial Services (18 years with 4 major banks in the Financial Planning and Services field)
  • Certified Financial Planner (CFP) designation - professional certification mark for Financial Planners conferred by the Financial Planning Standards Board FPSB and is the highest level of certification that a financial planner can achieve. The CFP mark represents standards of excellence, experience and commitment to financial planning.

 

Colin de Costa (Administration & Accounting)

Dip FS (Financial Services), Dip FP (Financial Planning), Adv Dip FS (Financial Planning)

 

Experience

  • Duties: Responsible for back-end operations, Compliance Audits, Marketing, X-Plan, Accounts and other financial administrative functions.

  • 30 years experience in Operations, (4 years in Financial Operations)

 

Noriko Pallister (Administration & Customer Relations Manager) BA(Japan), Dip FP, Adv Dip FP (Financial Planning)

  • 18 years banking experience with a major bank

 

Naomi Ninness nee Komatsubara (Japanese Customer Relations Officer)

Cert IV Accounting, Dip FS (Financial Planning) 

Coordination of all Japanese related marketing activities 

 

Memberships

  • Member of FINSIA (Financial Services Institute of Australasia)
  • Member of FPA (Financial Planning Association of Australia)
  • Queensland Japan Chamber of Commerce and Industry 

Links

Our Services

  • Retirement Planning
  • Investment Planning
  • Tax-effective Investment
  • Superannuation
  • Salary Packaging
  • Cash Management and Budgeting
  • Retrenchment and Redundancy
  • Wealth Creation
  • Small Business Planning
  • Business Succession Planning
  • UK Pension Transfers
  • Gearing and Margin Lending
  • Insurance and Income Protection
  • Estate Planning Considerations
  • Centrelink Benefits and Aged Care

 

Baron Financial Group Pty Ltd t/a Baron Financial Planning ABN 28 237 106 574 is a Corporate Authorised Representative of GWM Adviser Services Limited ABN 96 002 071 749 trading as MLC Financial Planning.

 

Our Product Providers

An effective financial plan combines sound strategies and astute product selection. Our approved product list is drawn from a broad range of fund managers. It includes those we believe are the best in each major class – Australian shares, listed property, fixed interest and cash. It incorporates a core selection of high profile fund managers together with some specialist boutique funds selected to meet specific client needs.

Most people seek our assistance because they do not have the time, knowledge or skills to create their own financial plan. Keeping up with changes in tax and superannuation legislation, following market movements and monitoring the performance of various investments can be an onerous task for the inexperienced, it is something that financial advisors do every day.

 

We are here to help you!

 

Our Staff

Doris Baron CFP® (Principal/Director)

BBus, CFP (Certified Financial Planner), Dip FP (Financial Planning), SA Fin, Dip FS (Financial Services), C.dec (Commissioner for Declarations)

 

Experience

  • 24 years of experience in Financial Services (18 years with 4 major banks in the Financial Planning and Services field)
  • Certified Financial Planner (CFP) designation - professional certification mark for Financial Planners conferred by the Financial Planning Standards Board FPSB and is the highest level of certification that a financial planner can achieve. The CFP mark represents standards of excellence, experience and commitment to financial planning.

 

Colin de Costa (Administration & Accounting)

Dip FS (Financial Services), Dip FP (Financial Planning), Adv Dip FS (Financial Planning)

 

Experience

  • Duties: Responsible for back-end operations, Compliance Audits, Marketing, X-Plan, Accounts and other financial administrative functions.

  • 30 years experience in Operations, (4 years in Financial Operations)

 

Noriko Pallister (Administration & Customer Relations Manager) BA(Japan), Dip FP, Adv Dip FP (Financial Planning)

  • 18 years banking experience with a major bank

 

Naomi Ninness nee Komatsubara (Japanese Customer Relations Officer)

Cert IV Accounting, Dip FS (Financial Planning) 

Coordination of all Japanese related marketing activities 

 

Memberships

  • Member of FINSIA (Financial Services Institute of Australasia)
  • Member of FPA (Financial Planning Association of Australia)
  • Queensland Japan Chamber of Commerce and Industry 

Links

Social Info:



Loading...
Explore Near By or Similar Business: