Bayside Financial Planning is a family owned and operated Financial Planning business.
Meet the Team
Justin Fraser
Director, Financial Planner
Authorised Representative (292086) of Barchester Financial Services Pty Ltd AFSL 490348
- Advanced Diploma of Financial Services (Financial Planning)
- Cert III Financial Services
- Cert IV in Finance and Mortgage Broking
- ASX Listed Product accredited
- RG146 Self-managed Superannuation Funds
Justin is the owner and Director of Bayside Financial Planning & Mortgage Broking. He began his career in the Financial Services industry in 1992 with roles held in Banking, Portfolio Management and Advising. After gaining the experience required he decided to launch into the private sector, with the vision of providing a quality and professional financial planning service, with a client-centric approach. With that in mind, Bayside Financial Planning opened its doors in 2010.
Justin believes in not only advising his clients on their financial situation and goals, but in educating them along the way so that they can be involved in the process and enjoy the financial journey. He understands that everyone has different needs and goals, and prides himself on developing a rapport so that a specifically tailored, personal financial plan can be developed. He maintains a strong focus on building long term relationships with his clients, through ongoing support, trust and communication.
“Helping people to understand their finances is my passion and I love what I do. My client base has been built from the ground up, with satisfied clients referring Bayside Financial Planning to their family and friends. I look forward to meeting you and helping you achieve the lifestyle and financial security you deserve.” – Justin Fraser
Outside of work hours, Justin spends time with his Family and 2 teenage children. He loves the outdoors and going camping, boating and fishing. He is an avid St George Football supporter and still enjoys a weekly game of indoor cricket.
Financial Services Guide
Rob Mills
Financial Planner
Authorised Representative (337325) of Barchester Financial Services Pty Ltd AFSL 490348
- Diploma of Financial Services (Financial Planning)
Rob entered the Financial Services industry in 1990 and has worked around the globe, including time spent in London, New York and in most states here in Australia. He has held senior roles within ASX listed companies as well as private companies. He continues to be sought after to provide input and direction, by many Financial Planners and companies. He has also worked with companies such as RM Williams, Ralph Lauren, Milk Marketing, the American Australian Association and the Australian Consulate-General in New York.
Having called Queensland home since 2001; Rob has been helping people and coaching those, who want a future filled with choice. Rob joins Bayside Financial Planning after having a long professional relationship with Justin. Rob values educating and empowering his clients and we believe he will fit in extremely well here at Bayside.
Rob, on the weekends can be found coaching for North Brisbane Rugby Union Club or enjoying a cheeky glass of wine with Sarah.
Financial Services Guide
Andrew Smethurst
Financial Planner
Authorised Representative (302748) of Barchester Financial Services Pty Ltd AFSL 490348
- Advanced Diploma of Financial Services (Financial Planning)
- Practitioner Member of the Association of Financial Advisers
- Senior Associate of the Financial Services Institute of Australasia
- ASX Responsible Executive
- RG146 Self-managed Superannuation Funds
Andrew has worked in the Financial Services industry for over 35 years, holding several Bank management positions before moving into financial advice. Andrew is committed to building long term relationships with clients, by providing them with appropriate professional advice and personal ongoing service.
Andrew works with individuals and families who are seeking long term financial security and a comfortable retirement. He specializes in providing advice aimed at simplifying the complexities of financial management. He can help you set financial goals, so you feel confident that your plans are achievable.
When not in the office Andrew enjoys getting away to the beach, fishing, golf and bushwalking. He also doesn’t mind the couch when the footy is on!
Financial Services Guide
Nadia Fraser
Practice Manager
Nadia joined the team at Bayside after many years of working in the Health Care Industry as a Registered Nurse. Her passion for exceptional customer service and organisational skills has transferred into her role of being the key contact for all clients. Her ongoing role is to support the team, our clients and to ensure the smooth day to day operations of the business.
Out of office, Nadia has a passion for travel, photography and spending time with her Family.
Lisa Fukushima
Paraplanner
- Bachelor of Commerce – major in Financial Planning and minor in Taxation
Lisa joined the Team in 2020 and has recently graduated from Griffith University with a Bachelor of Commerce, majoring in Financial Planning and a minor in taxation.
Lisa is Bayside’s resident Paraplanner, and as such is an integral part of the team. She works closely with all of our Financial Planners, providing high quality statement of advice documents to support the advice process.
Outside of work Lisa enjoys playing the cello, baking and spending time with her dog “Yuzu”.
Jess Amey
Client Service Officer
Jess joined the Bayside team in 2019 as a Client Service Officer, with previous experience in the financial services industry. Jess is responsible for assisting the Financial Planning team with their day to day tasks, as well as working alongside them to implement your financial plan.
Jess is currently on maternity leave, enjoying spending time with her young family. We look forward to her return later this year 2021.
Donna Cameron
Client Service Officer
Donna recently joined the team and works part time as a Client Service Officer. She has extensive administration experience, and is looking forward to expanding her knowledge in the Financial Planning field. Her daily tasks include reception and administrative duties, and liasing with both new and existing Clients to assist in the implementation of your financial plan.