Justin Baiocchi

Baiocchi Griffin Private Wealth Pty Ltd

Gold
17 Yrs Experience
Tamworth, NSW 2340

Baiocchi Griffin Private Wealth are specialist investment managers. Privately owned and unaligned to any other financial institution, we offer personalised and professional investment management services for individuals, family offices and corporate and charitable entities. Our approach to investment management is based on the overriding theme of safeguarding capital over the long term. We follow a disciplined and structured investment methodology, with exposure to investments that provide for regular, consistent income and long term growth without unnecessary risk. Whether you are already retired and need assistance in managing your retirement assets, or you are still accumulating wealth and need complex financial advice, we can advise you on an appropriate course of action. For institutional investors we offer a comprehensive and professional investment management service. With no ties or obligations to any institutions or products, you can be confident of being the only beneficiary of our advice and expertise. We are a fee only business – we do not receive, nor will we accept, commission payments or other inducements from any financial institutions. www.bgprivatewealth.com.au

Expertise

  • Government Assistance
  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

At a glance

  • Adviser status Gold
  • First year providing advice 2007
  • Years of experience 17
  • Highest qualifications
    • Master of Business Research
    • Master of Applied Finance
  • Language spoken
    • English

Baiocchi Griffin Private Wealth Pty Ltd

Level 1, 462-464 Peel Street
Tamworth, NSW 2340

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Baiocchi Griffin Private Wealth Pty Ltd

AFSL 424658