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
Company Details
- Employees
- 3
- Address
- 31 Cotham Rd, Kew,victoria 3101,australia
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- | LinkedIn.
- HQ
- Kew, Victoria
Baumgartner Financial Services Questions
Baumgartner Financial Services's website is https://www.baumgartnerfs.com.au/
Baumgartner Financial Services's LinkedIn profile is https://au.linkedin.com/company/baumgartner-financial-services
Baumgartner Financial Services has
3 employees.
View email and phone details for 3
employees at Baumgartner Financial Services.
Baumgartner Financial Services's industry is
Financial Services
Baumgartner Financial Services's top competitors are
Bartons Chartered Accountants Wealth Advisors,
Baumgartners,
Amadeus Capital Sa,
Atag Family Office Ltd,
Al Maskari Holding,
Baumgartner + Partner Ag,
Abu Hani Establishment Llc,
Inci Family Office,
Bcwm, Llc,
Fundana Sa.
Baumgartner Financial Services's categories are Financial Services
