Baumgartner Financial Services

Baumgartner Financial Services (BFS) provides strategic financial advice encompassing the following core services; wealth accumulation, investment advice, superannuation, retirement planning and family office services. Through our professional networks and referral partners, BFS can provide access to estate planning specialists, finance broking, age care consulting and property specialists. BFS works in conjunction with other members of the Baumgartner Group to provide a seamless and holistic service that champions the group’s vision of “successful relationships”. Our team is led by industry leaders; Director, David Baumgartner and Head of Financial Services, Brad Hunt. Brad is a Chartered Accountant and Certified Financial Planner. With 20 experience in the financial services industry Brad has helped many clients build, protect and manage wealth through market cycles. If you would like further information, or to arrange an initial complimentary consultation, please contact: Brad Hunt | b.hunt@baumgartnerfs.com.au 03 9851 9024