The Financial Planning Association of Australia The Financial Planning Association of Australia

Doris Baron, CFP®


Name Doris Baron, CFP®
Company Baron Financial Group
Address UNIT 3
29 Boyd Street
Tweed Heads, NSW 2485
Phone 1300 859 454
Mobile 0451660686
Languages German
Website http://www.bfis.com.au

At Baron Financial Planning we aim to provide personalised and responsible advice suited to your objectives and believe that sound advice and planning is the key to improving your financial position.
We undertake continuous professional development and undertake training programs so we are up to date with legislative changes to superannuation, investment, social security and tax environments.
We have access to technical, risk and investment research professionals who provide us with additional analysis on strategies and products that become available as a result of these changes.
Doris Baron’s experience in the Financial Planning Sector commenced 20 years ago. She has been providing Financial Planning Advice for 17 years. Doris completed a degree in Business in 1987 and the Diploma of Financial Planning with Deakin University/FPA in 1999. She achieved the internationally recognised Status of CERTIFIED FINANCIAL PLANNER (TM) in the year 2000. This is the highest level of recognition a Financial Planner can achieve in the field in Australia. She has extensive experience in Wealth Creation, Investments, Wealth Protection, Small Business and Business Succession Planning, Retirement Planning, Superannuation and Centrelink, Retrenchment and Redundancy, UK Pension Transfers, Gearing and Margin Lending, Insurances and Income Protection.

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