About Me

We aim to provide personalised and responsible advice suited to your objectives and believe that sound advice and planning is the key to improving your financial position. We undertake continuous professional development and undertake training programs so we are up to date with legislative changes to superannuation, investment, social security and tax environments. We have access to technical, risk and investment research professionals who provide us with additional analysis on strategies and products that become available as a result of these changes. Doris Baron’s experience in the Financial Planning Sector commenced 29 years ago. She has been providing Financial Planning Advice for over 25 years. Doris completed a degree in Business in 1987 and the Diploma of Financial Planning with Deakin University/FPA in 1999. She achieved the internationally recognised Status of CERTIFIED FINANCIAL PLANNER in the year 2000. This is the highest level of recognition a Financial Planner can achieve in the field in Australia. Doris has extensive experience in Wealth Creation, Investments, Wealth Protection, Small Business and Business Succession Planning, Retirement Planning, Superannuation and Centrelink, Retrenchment and Redundancy, Gearing, Insurances and Income Protection.