Jean has been a part of our Wealth Management team for over 8 years, is a member of the Financial Planning Association (FPA) and holds an Advanced Diploma of Financial Planning. Jean builds strong relationships with her clients to offer the personalised advice they need to achieve their lifestyle goals, specialising in superannuation, investment and retirement planning and personal risk insurance. She guides her clients with concise personal advice, priding herself on her commitment to the bigger picture. Jean displays dedication in educating her clients to ensure they, and their families, are able to own their financial future.
Jean Bahr is authorised by Beyond Bank Australia Wealth Management to provide financial product advice on:
- Deposit and Payment Products - Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Life Products
- Investment Life Insurance Products
- Life Risk Insurance Products
- Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
Financial planning services are provided by Eastwoods Wealth Management Pty Ltd ABN 17 008 167 002 / AFSL 237853 trading as Beyond Bank Australia Wealth Management. Eastwoods Wealth Management Pty Ltd is a wholly owned but not guaranteed subsidiary of Community CPS Australia Ltd ABN 15 087 651 143 / AFSL 237 856 trading as Beyond Bank Australia.
Jean is not authorised to provide advice on:
SMSFs (Self-Managed Superannuation Funds)
Please ask Jean if you would like a referral for these services.