Our close connection with the community, combined with our access to leading research and technical teams, who work full-time to ensure the strategies we recommend are among the best in the field, means you can rest-assured your financial security is in good hands. 


We know financial advice is as much about lifestyle and relationships, as money – that’s why we pride ourselves on long-term, holistic advice, with our clients calling on us for financial advice time and time again as their circumstances change over the years. 

 

For more information or to make an appointment click here

Our Team

You get the best of both worlds at  Bayside Retirement Planning.

You also have financial professionals at RI Cheltenham who are part of the global community of CERTIFIED FINANCIAL PLANNERS who able able to delivery the highest standards in financial planning.

 

For many Australians, finding a financial planner can be overwhelming. Knowing who to turn to for financial advice is essential. A CERTIFIED FINANCIAL PLANNER professional has gone above and beyond to achieve the highest qualification in financial planning. We are proud to be part of the global community of CERTIFIED FINANCIAL PLANNER professionals and we serve ouR clients to the highest standard in this industry.

CFP, B.Ec, Dip FS (FP),Adv Dip FS (FP), AFPA  AAFPA

Authorised Representative of

Infocus Securities Australia Pty Ltd

 

Visit

Building 22 328 Reserve Road Cheltenham, VIC 3192

 

 

Call

T: (03) 9585 1977

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Contact

mkerr@baysiderp.com.au

P.O Box 570

Mentone, VIC 3194

"This information is of a general nature only and neither represents nor is intended to be specific advice on any particular matter. We strongly suggest that no person should act specifically on the basis of the information contained herein but should seek appropriate professional advice based upon their own person circunstances. Although we consider the sources for this material relaiable, no warranty is given and no liability is accepted for any statement or opinion or for any error or omisson. Past performance is not a reliable indicator of future performance. Please refer to the Product Disclosure Statement (PDS) before investing in an products mentioned in this communication. This information is current as at the date of publish"

"Nepean Group Pty Ltd trading as Bayside Retirement Planning ABN 22 119 081 140 is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd ABN 47 097 797 049 AFSL and Australian Credit Licence No, 236523"