Bronwen Batty

Alteris Financial Group Pty Ltd

Silver

21 Yrs Experience

Sydney, NSW 2000

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I believe people should have peace of mind to lead happy lives that match their personal values and what they wish to achieve. Regardless of their financial circumstances no one should feel anxious about their future and should have comfort knowing they have a plan in place and know where they are headed to reduce unnecessary anxiety and worry. It is rewarding meeting clients with different circumstances and help navigate their choices through a trusted relationship that makes a difference. I became an adviser to help people.

Superannuation
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Aged Care
Expat Finance
Tax Strategies
Wills & Estates
Budgeting

5.00 July 2021

Bronwen has given me advice since 2005 including property investment, superannuation, preparation for retirement and recently on superannuation/pension. Bronwen is extremely patient in explaining the steps involved in an easy way to comprehend. I feel extremely confident in Bronwen’s knowledge of the industry and feel very comfortable with the advice. Bronwen has guided me to enjoying a relaxing retirement. Bronwen is always quick to respond with any questions I may have for her. I would highly recommend Bronwen.

5.00 July 2021

Bronwen was great and gave me lots of advice on lots of areas. She was thorough and available and incredibly efficient. She explained everything clearly to me and was happy to answer continuous (!) questions from me. I would highly recommend Bronwen! Thank you

5.00 February 2021

Bronwen has given me advice in areas including Superannuation, Tax Benefits and Investment Strategies. Bronwen has always explained things to me in a clear and concise manner. Through Bronwen's knowledge and experience, I feel very confident that the advice given was right for my needs. I have always received Bronwen's full care and attention when I needed it.

Adviser status Silver
Rating 5.00
Number of reviews 3
First year providing advice 2003
Years of experience 21
Highest qualifications
- Certified Financial Planner (CFP)
- Certified Financial Planner (CFP)
Language spoken
- English

Alteris Financial Group Pty Ltd

Level 11, 60 Carrington Street
Sydney, NSW 2000

9:00am – 5:00pm Monday – Friday

Alteris Financial Group Pty Ltd

AFSL 402370

Bronwen Batty

Alteris Financial Group Pty Ltd

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Alteris Financial Group Pty Ltd

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