About Us

The Bayside WIN Edge

Michael Daly, Melisa Daly, Cassandra Persztik, Sharyn Bungey and Bayside WIN Financial Strategists Pty Ltd are Authorised Representatives of Apogee Financial Planning an Australian Financial Services Licensee.  Bayside WIN Financial Strategists Pty Ltd has the resources to develop the most appropriate advice for your circumstances.

Products are offered from a broad range of fund managers, shares and other financial investments.

As part of our research for every plan, Bayside WIN Financial Strategists Pty Ltd consults with a range of independent Research Houses.

This enables Bayside WIN Financial Strategists Pty Ltd to not only select the best fund managers for your portfolio and risk requirements, but to select the most appropriate investments offered by the fund managers.
 
Our financial recommendations are continually reviewed to ensure that they offer the most value to you.

We advise you of any major changes either through regular meetings or reviews and bi-annual Newsletters.