About Us

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
  • Gearing and Margin Lending
  • Insurance and Income Protection
  • Estate Planning Considerations
  • Centrelink Benefits and Aged Care

 

 

 

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!

 

Corporate Superannuation Services

Baron Financial Planning is a leading financial solutions provider that works with large and small companies to improve their employee's financial future and strive to become employers of choice. These employers believe that quality superannuation and insurance offerings are key benefits in attracting and retaining employees. Baron Financial Planning clients benefit from:

- A suite of services to help employers deal with compliance requiremnts such as fund reports or Policy committees

- A complete education program conducted for members

- Assistance with enquiries and administration at both the employer and member level

 

Corporate Employer & Member Education Services

We need to ensure that both employees and employers are properly engaged with their superannuation offer so that it is relevant to their needs. Next to owning a home, for many people superannuation is their biggest asset. We aim to build knowledge of superannuation and investment options through member seminars and regular communications, fact sheets and one-on-one support. We also offer a more targeted level of education, guiding members to appreciate how superannuation fits into the broader context of financial planning.

 

Services provided to employees:

- Seminars on superannuation and default fund up-dates

- Educational seminars on super strategies

- Tailored seminars on financial topics requested by employees

- Special mortgage offers 

 

 

Our Staff          

 

Doris Baron CFP® (Principal/Director, Certified Financial Planner)

Authorised representative and credit representative of AMP Financial Planning Pty Limited ABN 89 051 208 327, Australian Financial Services Licence and Australian Credit Licence No. 232706

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

 Experience

  • 25 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.

 

 Noriko Pallister (Financial Planner)

Authorised representative and credit representative of AMP Financial Planning Pty Limited ABN 89 051 208 327, Australian Financial Services Licence and Australian Credit Licence No. 232706

BA(Japan), Dip FP, Adv Dip FP (Financial Planning), FChFP (Fellow Chartered Financial Practitioner)

  • 18 years financial services experience with a major bank

Leanne Willmann (Financial Planner) BCom (FP)

Authorised representative and credit representative of AMP Financial Planning Pty Limited ABN 89 051 208 327, Australian Financial Services Licence and Australian Credit Licence No. 232706

  • 11 years experience as a Financial Planner

Naomi Ninness nee Komatsubara (Financial Planner)

Authorised representative and credit representative of AMP Financial Planning Pty Limited ABN 89 051 208 327, Australian Financial Services Licence and Australian Credit Licence No. 232706

Financial Services Cert IV (Accounting), Dip FS (Financial Planning) 

Coordination of all Japanese related financial planning activities

 

Collin J Fox (Financial Planner) BBus AdvDipFs Dip FS

Authorised representative and credit representative of AMP Financial Planning Pty Limited ABN 89 051 208 327

Australian Financial Services Licence and Australian Credit LIcence No 232706

  

Michiko Teramoto (Client Relationship Officer)

BA (Japan)

Maintaining relationships with all our clients.

 

Debbie Williamson (Customer Service - Personal Assistant to Doris Baron) Dip FP

  •  Past experience: Bank Manager with a major bank (over 20 years)

Memberships

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

Links

Baron Financial Group Pty Ltd (ACL 148 090 528) trading as Baron Financial Planning, is an authorised representative and credit representative of AMP Financial Planning Pty Limited, Australian Financial Services Licence and Australian Credit Licence No. 232706. 

 

"This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information".