Bronwen Batty

Alteris Financial Group Pty Ltd

Silver
19 Yrs Experience
Sydney, NSW 2000
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 about their future.  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.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Financial Hardship
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 3
  • First year providing advice 2003
  • Years of experience 19
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Alteris Financial Group Pty Ltd

Level 9, 60 Carrington Street
Sydney, NSW 2000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Alteris Financial Group Pty Ltd

AFSL 402370

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

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5.00

"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."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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"

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • 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
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Accredited Aged Care Professional

Level
0 - Training / Exam / Other
Institution
Strategy Steps
Completed

Certificate in Financial Markets

Level
0 - Training / Exam / Other
Institution
Financial Services Institute of Australasia (FINSIA) (prev SIA)
Completed
1996

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA) / Deakin University
Completed
2005

Diploma of Financial Markets (Securities Institute Education)

Level
6 - Advanced Diploma, Associate Degree
Institution
Securities Institute Education
Completed
2000

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

SMSF Specialist Advisor (SSA)

Level
0 - Training / Exam / Other
Institution
Cavendish Superannuation
Completed

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2005

Diploma of Financial Markets

Level
6 - Advanced Diploma, Associate Degree
Institution
Securities Institute Education
Completed
2000

Self Managed Superannuation Funds (SMSF)

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

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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