Nigel Baron

Nigel Baron Email and Phone Number

Financial Consultant @ Wealthmed Australia Pty Ltd
Wurtulla, QLD, AU
Nigel Baron's Location
Wurtulla, Queensland, Australia, Australia
Nigel Baron's Contact Details

Nigel Baron personal email

n/a
About Nigel Baron

I have worked in the financial services arena for close to 30-years. While I have worked as a financial adviser for several licensees during that time, I found that my true passion and gifts are best suited elsewhere.While I am naturally creative and have in recent years completed a Bachelor of Design and Communication majoring in eMedia (2012 to 2015), my talents are more suitable to developing excel spreadsheets and advice processes and templates than they are web sites.Currently I am in my second year of an MBA which I am completing in addition to my full-time employment.On a personal side, I enjoy cricket and photography. However, until I complete my MBA, I have minimal time to indulge these interests.Always willing to have a chat and share my views with others. If you have any issues which you feel I could assist with, then please feel free to contact me at me (that’s me@nigelbaron.com).Please note that anything I discuss, whether through LinkedIn my website or in person represents my own views and opinions. I am providing this information on my own behalf and not as an employee or agent of Wealthmed Australia Pty Ltd.

Nigel Baron's Current Company Details
Wealthmed Australia Pty Ltd

Wealthmed Australia Pty Ltd

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Financial Consultant
Wurtulla, QLD, AU
Nigel Baron Work Experience Details
  • Wealthmed Australia Pty Ltd
    Financial Consultant
    Wealthmed Australia Pty Ltd
    Wurtulla, Qld, Au
  • Wealthmed Australia Pty Ltd
    Financial Consultant
    Wealthmed Australia Pty Ltd Mar 2014 - Present
    Sunshine Coast, Queensland
    Develop and manage the model portfolios.Construct and maintain the advice templates and modelling tools & calculators.Preparation of sophisticated advice documents.Strategy research and development.
  • Wealthmed Australia Pty Ltd
    Research & Compliance Manager
    Wealthmed Australia Pty Ltd Mar 2014 - Present
    Sunshine Coast
  • Sole Trader
    Contract Para-Planner
    Sole Trader Oct 2011 - Mar 2014
    Sunshine Coast
    Prepared a wide variety of SoA's.
  • Meritplan
    Senior Financial Planner
    Meritplan Oct 2007 - Oct 2011
    Brisbane, Australia
    Responsible for managing and growing a large client base. In addition I was responsible for the training and management of the para-planners and client service staff.
  • Tolhurst Noall
    Financial Planner
    Tolhurst Noall Apr 2006 - Oct 2007
    Sunshine Coast
    I was responsible for building and managing a client base, and all associated advice.
  • Genesys Wealth Advisers
    System Development Consultant
    Genesys Wealth Advisers Feb 2002 - Apr 2006
    Brisbane, Australia
    Commenced with Garrisons prior to the merger with Associated Planners, leading to the birth of Genesys Wealth Advisers.Wide range of responsibilities, but all aimed at supporting the advisers within Queensland. While the duties were varied they included conducting compliance checks, training of advisers and their staff on technical or operational matters and assisting member firms engage with the tools and services offered by the group.
  • Patersons Securities
    Senior Para-Planner
    Patersons Securities May 2000 - Feb 2002
    Perth, Australia
    Develop sophisticated strategy and advice documents.Responsible for the training of a small team of para-planners.Represented the financial planning department on the organisations compliance committee.

Nigel Baron Skills

Financial Advisory Wealth Management Superannuation Investment Advisory Investment Strategies Investments Retirement Planning Wealth Accumulation Investment Management Wealth Asset Allocation Wealth Management Services Financial Planning Financial Services Income Protection Portfolio Management Insurance Risk Management Pensions Estate Planning Retirement Life Insurance Asset Management

Nigel Baron Education Details

Frequently Asked Questions about Nigel Baron

What company does Nigel Baron work for?

Nigel Baron works for Wealthmed Australia Pty Ltd

What is Nigel Baron's role at the current company?

Nigel Baron's current role is Financial Consultant.

What is Nigel Baron's email address?

Nigel Baron's email address is ni****@****.com.au

What schools did Nigel Baron attend?

Nigel Baron attended University Of The Sunshine Coast, Southern Cross University.

What are some of Nigel Baron's interests?

Nigel Baron has interest in Photography, Writing, Cricket.

What skills is Nigel Baron known for?

Nigel Baron has skills like Financial Advisory, Wealth Management, Superannuation, Investment Advisory, Investment Strategies, Investments, Retirement Planning, Wealth Accumulation, Investment Management, Wealth, Asset Allocation, Wealth Management Services.

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