Mazin Albassit

Bg Private Clients

Silver
5 Yrs Experience
Hawthorn, VIC 3122
I am a dedicated Financial Advisor that enjoys helping people maximise their financial situation whilst planning and building for the future.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 3
  • First year providing advice 2017
  • Years of experience 5
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Bg Private Clients

Level 1, 801 Glenferrie Rd
Hawthorn, VIC 3122

Opening hours

  • 8:00am – 5:00pm Monday, Wednesday
  • 9:00am – 5:00pm Friday
  • 9:00am – 7:00pm Tuesday, Thursday

Licensed by

Bg Wealth Management Pty Ltd

AFSL 496348

5.00
3 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—3 of 3

Sort by

5.00

"Mazin tailored his skillset to my existing knowledge and understanding. Very interpersonal and went above and beyond for my needs."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Mazin was able to give great professional advice in Shares, Superannuation, Mortgage Strategies and Debt Management which have greatly helped me to further my own financial literacy. He has helped our family to adequately plan for our futures and we thank him for his professionalism, knowledge and understanding. We would highly recommend his services to others."

  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have always found Mazin to be an excellent advisor. He is professional, explains things in a straightforward manner and has Impressive knowledge of how to invest and grow wealth. I use Mazin in all aspects of my finances and as a business owner found him to be invaluable in planning for my future. I have also referred him to my parents and various other friends and they have all had great things to say about him and his service. Highly recommend."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—3 of 3

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting

Qualifications & Training

Diploma of Financial Planning (DFP 1-8)

Level
6 - Advanced Diploma, Associate Degree
Institution
Mentor Education
Completed
2016

Master of Financial Planning

Level
9 - Masters Degree
Institution
Griffith University
Completed
2019

Margin Lending Adviser (Personal Advice)

Level
0 - Training / Exam / Other
Institution
Mentor Education
Completed
2017

Self Managed Superannuation Fund (SMSF) Adviser (Personal Advice)

Level
0 - Training / Exam / Other
Institution
Mentor Education
Completed
2019

Bachelor of Business (Management)

Level
7 - Bachelor Degree
Institution
Griffith University
Completed
2015

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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