Boutique Financial Planning Services
Financial Services in North Sydney

We are the best in the market. Helping you get what you want out of life helping clients identify and achieve what they want out of life - providing trusted and affordable planning advice. If you need more information, please visit our website.

All of our para planners have at least 5 years industry experience and are qualified to entire SOs involving any requested strategy. Trusted Professional Web based practice management program aimed at helping you enlarge operational efficiency by providing electronic information collection, sharing and storage between staff, clients and referral partners. Practice Management Our experienced practice manager provides tailored project management formulation and implementation assistance for your business. Greg has worked since 1994 in the banking and financial planning industry. Greg is an avid Collingwood supporter and enjoys traveling, watching movies and attending the races. Nicole brings considerable years of client service experience to her role and provides invaluable promote to our para planners. Nicole enjoys spending time with family and friends, supporting North Melbourne and going shopping (without Greg). Felicity commenced occupied in the financial planning industry in 1994 and since this time has worked as a Paraplanner, Financial Planner, Financial Planning Business Consultant and various Management Roles within the financial planning arena. When Felicity is not spending time with her young family she enjoys yoga, movies and traveling. Simone has worked in the financial planning industry since 2001. She follows Essen don and enjoys spending time with family and friends. Marcus has worked since 1998 in the banking and financial planning industry as a para planner. Marcus is a passionate Geelong supporter and enjoys the beach, spending time with family and friends and going to the gym. Andrea has worked in the banking and financial services area since 1997. How did we ever manage without their brilliant service and expertise it is like having surplus staff in our practice! We have been using the para planning service provided by Greg for nearly two years now with particular results. Not only are we obtaining comprehensive and pliable Statements of Advice, but also that surplus bit of professionalism in our Statements of Advice. Greg's design and layout adds to the overall presentation and we feel hopeful presenting this to our clients. Greg is perpetual improving the process and the turn around time for Statements of Advice has been above expectations at all times. The service provides timely turnaround times and quality DOA's which enable me to highlight the value of my advice to clients. Since we have had the Website, we have found it to be extremely handy for the following reasons: We are capable to refer our clients to the Website for Compliance reasons and to simplify our Services. We are capable to refer to the Website in our Statements of Advice. We are qualified to utilize the database facilities for communication with our clients. We would highly advocate baps as a provider of the service to any Professional Financial Practice.