Ann Bayliss

Robburns Financial Services

Silver
23 Yrs Experience
Baldivis, WA 6171
Ann has been working in the Financial Planning industry for 33 years. She commenced her career with AMP in December 1985 and moved to AXA (formerly National Mutual) in November 1992. Since 1999, Ann has been working for small financial planning practices 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 clients with comprehensive advice in all areas of Financial Planning. Ann has a very strong knowledge and experience in Superannuation, Retirement Planning, Centrelink and Aged Care Advice.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • 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 2
  • First year providing advice 1999
  • Years of experience 23
  • Highest qualification
    • Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Robburns Financial Services

47 Ingarfield Green
Baldivis, WA 6171

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Synchronised Business Services Pty Ltd

AFSL 243313

5.00
2 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—2 of 2

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5.00
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I am very, very impressed with Anne's dedication to sorting out my finances. Her explanations of the process has been fantastic"

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—2 of 2

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

  • Retirement & Pension
  • Growing Assets

Qualifications & Training

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2012

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Cavendish and ICFS Specialist SMSF Course

Level
0 - Training / Exam / Other
Institution
University of Adelaide (UOA)
Completed
2013

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
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