Financial Advisor Coolangatta & Tweed Heads - working alongside Mortgage Broker Jo Croft
Sean Bailey is your Financial Planner across the southern Gold Coast & Northern NSW
Sean Bailey is your go-to Financial Advisor in Coolangatta, Tweed and the surrounding areas.
As your local Financial Planner, Sean will work with you to help realise your financial possibilities and achieve your goals sooner while making sure your lifestyle is fully protected along the way.
It's a rare person who wouldn't want an expert on hand to help you get ahead and make the most of your money, even if you’re financially savvy. Sean will professionally manage the legwork involved in getting your finances sorted.
With over 20 years of experience in the financial services industry, Sean has worked in investment banking, funds management, and financial planning, and has been a Financial Planner since 2005.
Sean became a Financial Advisor because he enjoys working with people and has a passion for financial markets. He thrives on knowing what the markets are doing, and can help you tap into that knowledge to your advantage.
He also enjoys being able to help clients navigate the complex areas of superannuation and insurance, and ultimately achieve their financial and lifestyle goals.
Sean's Professional qualifications
- Bachelor of Arts
- Bachelor of Business Communication
- Advanced Diploma in Financial Planning
Contact us to book an appointment with Sean, Financial Advisor
Servicing areas surrounding Coolangatta and Tweed Heads and more.
He can help with a range of areas including...
Nobody wants to think about insurance until they actually need it, but by then it could be too late. Sean can review your current insurance strategy and determine whether it is appropriate, or if you are in need of further cover.
Investment planning & wealth creation
Sean will help you identify personal goals you wish to achieve and understand how much risk you are comfortable with. We'll then build a portfolio of investments that are best suited to your goals.
Superannuation & rollover advice
Super may be designed for retirement, but it's your money and you have complete control over it today. Sean will help you discover super strategies to make sure you're making the most of this valuable resource.
We all look forward to hanging up our work boots, and a quality lifestyle in retirement is possible with a bit of forward planning. Together we'll look at strategies to make sure your nest egg lasts through retirement.