Financial Adviser
· BALDIVIS, WA
Ann Bayliss
No disciplinary history on record with ASIC
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000249801
Ann Bayliss is a financial adviser based in Baldivis, Western Australia, with 27 years of experience in the financial services industry. Ann is currently authorised under Synchron Advice Pty Ltd. Ann holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited. Ann is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2011
Margin Lending and Geared Investments
Kaplan Education Pty Limited
2012
Diploma of Financial Services (Financial Planning)
Kaplan Education Pty Limited
2013
Cavendish & ICFS Specialist SMSF Course
Cavendish
2025
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register