BRG FINANCIAL ADVISORS

BRG financial advisor - Ian

Ian Bailey

Ian is a Director and Responsible Officer of Bailey Roberts Group with offices located in both Sydney and Wollongong. Ian has been in the financial services industry since 1985 and has specialised in Self-Managed Superannuation Funds and Direct Investments since the early ’90s.

See Ian’s profile

BRG financial advisor - Michael

Michael Roberts

Michael is a Director and Responsible Officer of Bailey Roberts Group based in Sydney and Wollongong. Michael brings to the Group twenty-nine years of experience in Financial Services and qualifications in Financial Planning, Business Management and Tax Law.

See Michael’s profile

BRG financial advisor - Terry

Terry Greetham

Terry is an experienced financial advisor of Bailey Roberts Group. During his time in the industry Terry has worked for three fund managers, a major stockbroking firm and various financial planning firms and has gathered many years of life experiences.

See Terry’s profile

BRG financial advisors

BRG Financial Advisors - 90 Years Of Combined Experience Looking After Clients' Money

Our financial advisors started their career in the financial industry over 35 years ago. They have looked after their clients’ money and guided their clients through all the up and down economic events including the share market crash 1987 and the global financial crisis 2008. Experience cannot be enough. Quality professional advice is the end result of experience.

When a client needs advice on an issue, BRG financial advisors can be confident that they are able to access the information required to deliver the timely advice through our proprietary online Work Flow and Client Management portal. Our portal not only outlines the tasks that will be undertaken to manage the client work but also allows the financial advisor to communicate progress with their client.

Supporting BRG financial advisors is a network of committed professionals with the expertise and determination to make Bailey Roberts Group a premier financial advisory firm in Australia. From research to reporting, from technology to administration we form a team dedicated to our clients’ satisfaction.

Since we are not linked whatsoever to any financial institutions, our experienced financial advisors are empowered to provide conflict-free advice. Our offices are conveniently located in both Sydney and Wollongong.

“We want to be your personal trusted financial advisors for all aspects of your financial life. We earn this position by taking the time to develop a thorough understanding of your unique financial circumstances, goals, and objectives. We manage each portfolio as if it were our own, with the care and attention. Individual investors have come to expect from us since 1985.”

Ian Bailey – Financial Advisor and Director of Bailey Roberts Group

BRG FINANCIAL ADVISORS

BRG financial advisor - Ian

Ian Bailey

Ian is a Director and Responsible Officer of Bailey Roberts Group. Ian has been in the financial services industry since 1985 and has specialised in Self-Managed Superannuation Funds and Direct Investments since the early ’90s.

See Ian’s profile

BRG financial advisor - Michael

Michael Roberts

Michael is a Director and Responsible Officer of Bailey Roberts Group. Michael brings to the Group twenty-nine years of experience in Financial Services and qualifications in Financial Planning, Business Management and Tax Law.

See Michael’s profile

BRG financial advisor - Terry

Terry Greetham

Terry is an experienced financial advisor of Bailey Roberts Group. During his time in the industry Terry has worked for three fund managers, a major stockbroking firm and various financial planning firms and has gathered many years of life experiences.

See Terry’s profile

MEET ONE OF OUR GUARDIANS!
Your first appointment with a BRG financial advisor is cost and obligation free.
MEET ONE OF OUR GUARDIANS!
Your first appointment with a BRG financial advisor is cost and obligation free.