Bastion Wealth provides quality financial planning advice and wealth/asset protection for individuals and their families.
All of our advisers are members of the Financial Planning Association of Australia (FPA) and collectively bring together over 60 years of experience in the Financial Services Industry.
Bastion Wealth Authorised Representatives with Charter Group – The Australian Financial Services Licensee – and can provide advice on, deal in, or recommend any securities and investment products on their recommended list.
We are continually analysing the most up-to-date research available and refining our models from which we develop our strategies.
We seek feedback from our clients and always work closely with their other professional advisers such as accountants and solicitors to make sure we achieve the optimal outcome.
Whilst our areas of specialty may be technically complex, our process is designed to ensure our clients have a comprehensive grasp of the issues involved.
Bettina joined the Financial Planning industry some
15 years ago, where she has worked across 2 major
banks, providing comprehensive financial advice to
both individuals as well as small to medium
Bettina also specialises in pre and post retirement
strategies, Centrelink planning, investments,
superannuation and personal insurance solutions.
Bettina currently holds an Advanced Diploma in
Financial Planning and is currently completing her
CFP qualifications. Bettina is well on her way to
completing the highest designation in
Financial planning CFP
We provide financial services for both individuals and businesses. We ensure that for all structures we aim to optimise your net result through tax effective strategies and asset protection.