Joint Statement by Baillieu Limited Chairperson David Trude and Managing Director Gavin Powell

Read Statement

Courtney Biggs

Financial Adviser

Areas of Speciality

Strategies

  • Savings & wealth creation
  • Investment portfolios
  • Superannuation planning
  • Pre-retirement planning
  • Retirement planning
  • Succession planning
  • Centrelink planning
  • Budgeting & cash flow management
  • Estate planning considerations

Products

  • Cash management accounts
  • Direct shares
  • Retail & wholesale managed funds
  • Retirement income streams
  • Superannuation products
  • Life insurance products
  • Investment platforms
  • Geared investments

About Courtney

 

Courtney is a financial advisor based in Mildura who services clients throughout the Sunraysia region. With over 14 years’ experience in the financial planning industry, Courtney brings a wealth of knowledge to the EL&C Baillieu team.

One-size doesn’t fit all and therefore Courtney takes the time to get to know her clients, their needs, goals and what is of most importance to them before developing a financial plan. Understanding, and sometimes helping you establish, your financial goals (i.e. saving for retirement, extinguishing debt, managing cash flow, etc.) is the first and most important part of the process to ensure a long-term strategy is tailored to your specific needs.

The ongoing management of your investment portfolio is determined based on what risk means to you and how comfortable you are with capital volatility.  Our investment philosophy is centred around a long-term strategic asset allocation approach, whilst taking tactical positions in the short-medium term based on prevailing macroeconomic conditions.

The highest-priority for Courtney is establishing trust and developing long-term relationships with her clients.

Courtney holds a Bachelor of Applied Finance from the University of South Australia and an Advanced Diploma of Financial Services (Financial Planning); Courtney also holds a CPA designation.

Start a Conversation

  • This field is for validation purposes and should be left unchanged.
Back To Top