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Bruce Baynes

Financial Adviser

Sage Care Advice
Maroochydore, QLD 4558

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About

Bruce Baynes is an ASIC-registered financial adviser based in Maroochydore, QLD, dedicated to providing comprehensive and personalized financial advice. With over two decades of experience, Bruce holds an Advanced Diploma of Financial Planning (Integratec, 2002) and a Graduate Diploma of Financial Planning (Kaplan, 2022), showcasing his commitment to ongoing professional development. He is also an SMSF Specialist Adviser (Self Managed Super Fund Association, 2005) and holds accreditations in Margin Lending and Geared Investments (Kaplan, 2010), ASX Listed Products (LPAC Online, 2012), and Aged Care (Aged Care Steps, 2014). Bruce is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. He leverages this extensive knowledge to create tailored strategies that align with his clients' unique financial goals and circumstances. Key services include: • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions • Investment Strategies • Aged Care Financial Advice Whether you are planning for retirement, seeking to grow your wealth, or require expert guidance on superannuation or insurance, Bruce Baynes is here to help. Contact him today to schedule a consultation and take the first step towards securing your financial future.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Retirement Planning Superannuation Advice Wealth Management Insurance Solutions Investment Strategies Aged Care Financial Advice

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000543328

Verify on ASIC Register

Authorised Representative Number

000244658

Verify on MoneySmart Register

Frequently Asked Questions

What services does Bruce Baynes offer?

Bruce Baynes provides a comprehensive range of financial services, including superannuation advice, retirement planning, wealth management, insurance solutions, investment strategies, and aged care financial advice.

What qualifications does Bruce Baynes have?

Bruce holds an Advanced Diploma of Financial Planning, a Graduate Diploma of Financial Planning, is an SMSF Specialist Adviser, and has accreditations in Margin Lending, ASX Listed Products, and Aged Care.

How does Bruce Baynes approach financial planning?

Bruce takes a personalized approach, working closely with clients to understand their individual needs and goals. He then develops tailored strategies to help them achieve their financial objectives.

What can I expect during my first meeting with Bruce Baynes?

During your initial consultation, Bruce will discuss your financial situation, goals, and concerns. This meeting is an opportunity for you to get to know Bruce and for him to understand your needs so he can develop a suitable financial plan.

Does Bruce Baynes provide advice on Self-Managed Super Funds (SMSFs)?

Yes, Bruce is an SMSF Specialist Adviser and can provide expert advice on all aspects of SMSF management, including establishment, compliance, and investment strategies.

Get in Touch

Contact Bruce directly for personalised advice.

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.