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Paul Bayly

Paul Bayly Financial Planning

Gold
18 Yrs Experience
Magill, SA 5072

I aim to provide personalised and responsible advice suited to your objectives and believe that sound advice and planning is the key to improving your financial position. I undertake continuous professional development and training programs so that I am up to date with legislative changes to superannuation, investments, social security and tax environments.

I will help you sort out your goals and weigh up different investment strategies to achieve them.

Most importantly, I turn your thoughts into action. There are no secret formulas to achieving financial security. I work with you to get the basics right and ensure you have a plan to achieve your goals over time.

can help you to identify the types of services and products that will be appropriate to meet your financial goals. In addition, you can choose whether to receive advice about a range of needs all at once, or we can provide advice about a single issue, so your most important goals are achieved first. Further advice can then be provided over time about any other needs or goals as required.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Growing Assets

My fees

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

Fees are dependent on the advice being sought and the amount of work required to produce an advice document. Initial research is completed at no cost and no obligation and once sufficient information has been gathered an indication of the cost will be provided.

At a glance

  • Adviser status Gold
  • First year providing advice 2006
  • Years of experience 18
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Paul Bayly Financial Planning

19 Koongarra Avenue
Magill, SA 5072

Opening hours

  • 9:30am – 4:30pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone

Licensed by

Interprac Securities

AFSL 246638