Financial Planner Profile

Ann Bayliss

Director and Financial Planner-Robburns Financial Services

Ann has been working in the Financial Planning industry for over 29 years.

She commenced her career with AMP in December 1985 and moved to National Mutual/AXA in November 1992.

After a short stint back at AMP in 1999, Ann has been working for small financial planning practices for the past 16 years 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 them with comprehensive advice in all areas of Financial Planning.

Ann has a very strong knowledge and experience in Superannuation, Retirement Planning, Aged Care Advice and Centrelink.

Qualifications

  • Diploma of Financial Planning
  • Member of the Association of Financial Advisers (AFA), and;
  • Aged Care Specialist

What are your main work ethics and core values?

It is important that we work in a positive, open, friendly, professional environment. This will in turn flow through to our clients. My and I do believe our core values at Robburns are but not limited to honesty, accountability, respect, caring, reliability, integrity, commitment, loyalty and drive.

What are your hobbies and interests?

Ann has helped many women who were going through separation and divorce. She points them in the right direction and connects them with Family Court lawyers and child support and estate planning specialists. For some matters, including Centrelink affairs, you may nominate Ann to act on your behalf.

What to Expect When We First Meet

The 3 major benefits I promise my advice will deliver are:

1. Making my clients financially better off
2. Providing complete peace of mind
3. Delivering life-changing outcomes

What will take place during the appointment?

The appointment will last approximately two hours, and will cover the following:
 An introduction to our service
 A discussion of your lifestyle and financial goals and how we can work together to achieve these goals
 A review of your personal and financial situation
 Agreement as to the next steps to be taken

What to bring to the meeting:

In preparation for your Initial meeting I have included the following items in preparation for your meeting:

 Your latest tax return
 Bank statements
 Investment statements (including share statements)
 Superannuation statements
 Details of insurance policies
 Details of Wills & Power of Attorneys’
 A Budget (attached below)– This provides insight into your disposable income and is an important part of the Financial Planning Process

Describe your role and how you fit into the team

My role is to work closely with current and new clients and assess their future financial and life goals and objectives. This involves an analysis of their current situation including gathering information to assist us to determine the best strategies and road map moving forward. A very important part of my role is to review our clients’ road map on a regular basis to make sure they stay on track taking into consideration their changing needs, circumstances and the economic environment around us.
An important part of the financial planning process when appropriate is to create a safety net for the client in the form of personal insurance to protect their lifestyle, assets and objectives.
As far as where I fit in the team, there is no “I” in the team and acknowledge that I am only one part of a team of people with a broad range of skills and experience. At the end of the day, we all work together to assist our clients professionally and efficiently.

“To teach, encourage and support my family, friends and clients to see them smile and be happy! I help my clients to develop and implement strategies to achieve their financial goals and enjoy a comfortable lifestyle!”

 

Financial Planning Services:

  • Personal Superannuation advice
  • Self Managed Super Funds
  • Wealth Management & Non-Super Investment advice
  • Personal Protection (Life, Total & Permanent Disablement, Trauma & Income Protection covers)
  • Business Life Insurance (Key Person, Business Expenses, Buy/Sell)
  • Taking a redundancy
  • Inheritance
  • Family matters

  

  • Gearing advice through Margin Lending strategies
  • Debt Management
  • Estate Planning
  • Cash Flow Management
  • Pre Retirement and Retirement Planning
  • Centrelink Benefit Strategies
  • Estate planning
  • Relationship breakdown