Bayside Financial Planning is a family owned and operated Financial Planning business.
Meet the Team
Justin Fraser
Director, Financial Planner
Authorised Representative (292086) of Bayside Licensee Pty Ltd AFSL 537885
- 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. 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. 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
Director, Financial Planner
Authorised Representative (337325) of Bayside Licensee Pty Ltd AFSL 537885
- 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
Mark Davidson
Financial Planner
Authorised Representative (1271595) of Bayside Licensee Pty Ltd AFSL 537885
- Graduate Diploma of Financial Planning
- Bachelor of Commerce
- Bachelor of Education
Mark has worked in the Financial Services industry since 2016 with previous roles working at QSuper and Spirit Super. Prior to that, Mark worked as a school teacher specialising in business and economics. Mark enjoys empowering his clients with easy to understand concepts to help them better understand their finances and ensure they feel better educated about the choices they have. Mark understands the importance of establishing strong long-term relationships that are built on trust, and works hard to ensure that clients are engaged in the process of building their financial future.
Outside of work, Mark enjoys going on adventures with his wife and two little ones – typically in his caravan, and enjoys playing or watching sport on his weekends.
Financial Services Guide
Lorraine Shimizu
Financial Planner
Authorised Representative (462457) of Bayside Licensee Pty Ltd AFSL 537885
- Graduate Diploma of Financial Planning
- Bachelor of Arts – Japanese
Lorraine has worked in the Financial Services industry since 2011, and really enjoys working with clients to achieve their financial goals, whilst protecting their hard-earned assets. She enjoys connecting with and educating clients, and can relate to them in a clear and concise manner. Lorraine likes to ensure that her clients are informed at every step of the process, and loves to share her passion for finance.
In her spare time, she is a busy mother of three who loves to spend time with family and friends over a home cooked meal. She also loves travelling, reading and walking her dog.
Financial Services Guide
Luke Murnane
Financial Planner
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.
Kathy Skrine
Advice Associate
- Diploma of Financial Services (Financial Planning)
- Diploma of Business
Kathy entered the Financial Services industry during 2003 in New Zealand, then commenced working in Financial Planning in mid 2008 when she relocated to sunny Queensland. Kathy has the knack of building long lasting relationships with clients, and has strong administrative and technical knowledge. Being part of the Paraplanning Team allows her to utilise her skill set by assisting the Advice Team with producing quality, personalised advice for our clients.
Outside of work, Kathy is a qualified leader with Girl Guides Queensland and spends her free time with family and friends hiking, camping or catching up over a glass of wine.
Marco Hansen
Paraplanner
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 currently works part time 2-3 days per week.
Out of works hours Jess loves the outdoors, and spending time with her husband and their 3 young boys.
Donna Cameron
Client Service Officer
Donna joined the team in early 2021 and works part time as a Client Service Officer. She has extensive administration experience, and enjoys the challenge of expanding her knowledge in the Financial Planning field. Her daily tasks include reception and administrative duties, assisting clients with Centrelink, and liaising with both new and existing clients to assist in the implementation of your financial plan.
Toni Coulter
Client Service Officer
Toni joined the Bayside team in early 2022, and works part time as a Client Service Officer. She has extensive administration experience in the Financial Services industry with her last role being in Tweed Heads, before relocating to the Redlands last year. Toni is part of the admin team, and works alongside the Financial Planners to assist with their daily tasks and the implementation of your plan.
Outside of work hours, Toni enjoys reading, bike riding, walking her dogs and spending time with her family.
Charlyn Carroll
Petrina Kempson