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Concept Wealth Solutions Pty Ltd
02 8852 5711 Get in touch
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Meet Our Team

We have an experienced team of financial advisers/staff to ensure that the impact on your day-to-day life is minimal. Our staff chase up the banks, brokers, forms and all the information that you need.

We are a privately owned Financial Planning group providing Comprehensive Financial and Insurance Advice to Private and Business clients.

Our team is founded on core values and are experts in financial planning, wealth management, wealth creation and wealth protection for your individual or business needs.

Ivan Bakin

Ivan Bakin

Principal Financial Planner Specialising in Risk Insurance

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Jeff Whitton

Principal Financial Planner

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Roxanne Swan

New Business Coordinator

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Michelle Moussa

Compliance Manager

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About Us

We recognise the importance of safe guarding your financial wellbeing as well as your physical wellbeing. Everybody has different needs and ... Read more

Our Services

Welcome to Concept Wealth Solutions.  We are a privately owned Financial Planning group providing Comprehensive Financial Advice to Private and ... Read more

Meet Our Team

We have an experienced team of financial advisers/staff to ensure that the impact on your day-to-day life is minimal. Our staff chase up the banks, ... Read more

Our Location

Nexus Building, Suite 510
4 Columbia Court
Baulkham Hills, NSW 2153

02 8852 5711info@conceptwealth.com.au

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Concept Wealth Solutions Pty Ltd
ABN 23 128 089 672
Authorised Representative No. 320225
PO BOX 168
The Entrance North , NSW, 2261

Alliance Wealth Pty Ltd
ABN 93 161 647 007
AFSL 449221
Level 9, 10 Bridge St
Sydney, NSW, 2000