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. 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
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Expat Finance
  • Tax Strategies
  • 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 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