Nigel Baron Email and Phone Number
Nigel Baron work email
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Nigel Baron personal email
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.
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Financial ConsultantWealthmed Australia Pty LtdWurtulla, Qld, Au -
Financial ConsultantWealthmed Australia Pty Ltd Mar 2014 - PresentSunshine Coast, QueenslandDevelop and manage the model portfolios.Construct and maintain the advice templates and modelling tools & calculators.Preparation of sophisticated advice documents.Strategy research and development. -
Research & Compliance ManagerWealthmed Australia Pty Ltd Mar 2014 - PresentSunshine Coast
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Contract Para-PlannerSole Trader Oct 2011 - Mar 2014Sunshine CoastPrepared a wide variety of SoA's.
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Senior Financial PlannerMeritplan Oct 2007 - Oct 2011Brisbane, AustraliaResponsible 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.
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Financial PlannerTolhurst Noall Apr 2006 - Oct 2007Sunshine CoastI was responsible for building and managing a client base, and all associated advice. -
System Development ConsultantGenesys Wealth Advisers Feb 2002 - Apr 2006Brisbane, AustraliaCommenced 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.
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Senior Para-PlannerPatersons Securities May 2000 - Feb 2002Perth, AustraliaDevelop 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
Nigel Baron Education Details
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Design & Communication -
Southern Cross UniversityBusiness Administration (Accounting)
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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