BOOK NOW

Financial Planner Profile

Name: Ann Bayliss

Qualifications: Financial Planner
Robburns Financial Services

Financial Planner
Money Partners Financial Services Pty Ltd

Financial Adviser
Merideon Wealth Strategies

“To teach, encourage and support my family, friends and clients to see them smile and be happy!”​

“I help my clients to develop and implement strategies to achieve their financial goals and enjoy a comfortable lifestyle!”

Ann has been working in the Financial Planning industry for over 29 years.

She commenced her career with AMP in December 1985 and moved to National Mutual/AXA in November 1992.

After a short stint back at AMP in 1999, Ann has been working for small financial planning practices for the past 16 years where she has been able to personally assist clients in achieving their financial and lifestyle goals.

Ann prides herself on developing excellent working relationships with all her clients, and after working as a Paraplanner/Strategist for 7 years she is able to provide them with comprehensive advice in all areas of Financial Planning.

Ann has a very strong knowledge and experience in Superannuation, Retirement Planning, Aged Care Advice and Centrelink.

Documents:

  • Financial Services Guide
  • Financial Advisers Register

Financial Planning Services:

  • Superannuation
  • Income Protection
  • Investments

  

  • Wealth Management
  • Retirement Planning
  • Estate Planning