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About Us

Our Services

  • Retirement Planning
  • Investment Planning
  • Tax-effective Investment
  • Superannuation
  • Salary Packaging
  • Cash Management and Budgeting
  • Retrenchment and Redundancy
  • Wealth Creation
  • 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!

Services provided to clients:

  • Seminars on superannuation and default fund up-dates
  • Educational seminars on super strategies
  • Tailored seminars on financial topics requested by clients
  • Special mortgage offers 

Our Staff          

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

Authorised representative of Baron Financial Group Pty Ltd ABN 16 148 090 528, Australian Financial Services Licence (AFSL) Number 514585.

BBus, CFP (Certified Financial Planner), DipFP (Financial Planning), SA Fin, DipFS (Financial Services), C.dec (Commissioner for Declarations)

 Experience

  • 26 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 DipFp, DipFS, AdvDipFp, FChFP (Fellow Chartered Financial Practitioner)

Business Partner, 30 years experience in operations


Noriko Pallister (BDM - Japanese Relationships)

BA(Japan), DipFP, AdvDipFP (Financial Planning)

  • 18 years financial services experience with a major bank
  •   8 years financial planning experience

Leanne Willmann - Paraplanning Services (BCom (FP)

  • 11 years experience as a Financial Planner

Naomi Ninness nee Komatsubara (Client Relationships)

Financial Services Cert IV (Accounting), DipFS (Financial Planning) 

Coordination of all Japanese related financial planning activities


Michiko Takahashi

Business Consultant  (Japanese Market)


Michiko Teramoto (Client Relationship Officer) BA (Japan)

Maintaining relationships with all our clients.


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

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

Yuki Sakamoto (Financial Planner Associate)

BA (Japan), DipFP

Memberships

  • Member of FINSIA (Financial Services Institute of Australasia)
  • Member of FPA (Financial Planning Association of Australia)
  • AFA (Association of Financial Advisers) 

Links

Baron Financial Group (ABN 16 148 090 528 / ACN 148 090 528) is trading as Baron Financial Planning licensed under Australian Financial Services Licence Number 514585.

"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".