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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!
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)
Business Partner, 30 years experience in operations
Coordination of all Japanese related financial planning activities
Business Consultant (Japanese Market)
Maintaining relationships with all our clients.
BA (Japan), DipFP
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".