Bronwen Batty
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
Bronwen Batty is an ASIC-registered financial adviser based in Sydney, NSW, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a career spanning over two decades, Bronwen holds a Certificate in Financial Markets (1996) and a Diploma in Financial Markets (2000) from the Securities Institute of Australia, along with a Diploma of Financial Markets from Securities Institute Education (2000). Furthering her expertise, she completed the CFP Program at FPA/Deakin University in 2005, becoming a Certified Financial Planner with the Financial Planning Association (now FAAA). Bronwen is also an Aged Care Specialist (Strategy Steps, 2009), and holds specialist qualifications in Margin Lending and Geared Investments (Kaplan Professional, 2010) and SMSF (Candish, 2012; University of Adelaide, 2013). Bronwen is a proud member of the Financial Advice Association of Australia (FAAA). Authorised to provide advice on a comprehensive range of financial products, Bronwen specialises in superannuation, insurance, wealth management, and retirement planning. She is also qualified to advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment strategies Ready to take control of your financial future? Contact Bronwen today to schedule a consultation and discover how personalised financial advice can benefit you.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does Bronwen Batty provide?
Bronwen provides advice on superannuation, retirement planning, wealth management, and insurance solutions. She is also qualified to advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.
What are Bronwen Batty's qualifications and experience?
Bronwen has over 20 years of experience in the financial services industry. She holds several qualifications including a Certificate and Diploma in Financial Markets, is a Certified Financial Planner, and has specialist qualifications in Aged Care, Margin Lending, and SMSF.
How does the financial planning process work with Bronwen?
The process typically starts with an initial consultation to understand your financial goals and current situation. Bronwen will then develop a personalised financial plan tailored to your needs. This plan will be regularly reviewed and adjusted as needed to ensure you stay on track to achieve your objectives.
What can I expect from working with a financial adviser like Bronwen Batty?
You can expect to receive expert guidance and support in managing your finances, making informed investment decisions, and planning for your future. Bronwen is committed to providing clear, transparent, and personalised advice to help you achieve your financial goals.
Does Bronwen Batty specialise in Self-Managed Super Funds (SMSFs)?
Yes, Bronwen holds specialist qualifications in SMSFs and can provide advice on all aspects of managing a Self-Managed Super Fund, including establishment, compliance, and investment strategies.
Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.