About Us

 

Bayside Financial Planning is a family owned and operated Financial Planning business.

 

Profile: Justin Fraser

Financial Planner/Mortgage Broker

Authorised Representative (292086) of Barchester Financial Services Pty Ltd AFSL 490348

Australian Credit Representative (374012) of Outsource Financial ACL 384324

 

I have spent more than 15 years in the Banking industry, during which time I worked my way up through the ranks of Heritage Building Society.  In 2005 I became a qualified Financial Planner and have been working in the industry ever since.

 

I started Bayside Financial Planning to provide a quality and professional financial planning service, and ongoing advice, specifically tailored to help clients achieve their financial goals. 

 

Regardless of what you want to achieve in life, or how much money you earn, it is important to have strategies and a plan in place to help you create and maintain wealth. That’s where I come in …

 

 

I offer:

  • Support: few people have the time, energy, interest or knowledge to keep up with the changes in Government regulations. I am confident I can improve your circumstances by keeping you up-to-date with any changes that will impact you.
  • Tailored advice: my advice is 100% focused on improving your financial situation, not selling you products.
  • Simple strategies: I keep things simple and provide advice delivered in an easy to understand, precise and straight forward manner.
  • Communication: the financial planning process is a journey and ongoing communication is a priority. As your life circumstances change, I will recommend strategies to suit your changing needs.
  • A long-term relationship: finding a financial planner you are comfortable with is important. I want my clients to feel like they can ring at any time, even if it is to just ask a question.

Finance is my passion and I love what I do. My client base has been built from the ground up, with satisfied clients referring Bayside Financial Planning to their family and friends.

 

I look forward to meeting you and helping you achieve the lifestyle and financial security you deserve.

 

Justin Fraser

 

 

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Justin Fraser AR No. 292086 and Marjade (Qld) Pty Ltd trading as Bayside Financial Planning provide financial planning advice and services as Authorised Representatives of Barchester Financial Services Pty Ltd AFSL 490348

Credit Services are provided to you by Justin Fraser in his capacity as an Australian Credit Representative 374012 of Outsource Financial Pty Ltd, Australian Credit Licence 384324

 

The information contained within the website is of a general nature only. Whilst every care has been taken to ensure the accuracy of the material, Bayside Financial Planning will not bear responsibility or liability for any action taken by any person, persons or organisation on the purported basis of information contained herein. Without limiting the generality of the foregoing, no person, persons or organisation should invest monies or take action on reliance of the material contained herein but instead should satisfy themselves independently of the appropriateness of such action.

 

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