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Our Team

The Bayside WIN Team

Bayside WIN Financial Strategists Pty Ltd consists of Financial Planners, Michael Daly, Melisa Daly, Cassandra Persztik and Sharyn Bungey.  The Bayside WIN team has a long history of helping people to achieve their financial goals and to live life to the fullest.  Quality of advice and excellent customer service is the key to the Bayside WIN “experience”.

Michael Daly, who has in excess of 40 years experience in the financial planning industry, is an Associate of the Australian Insurance Institute and has obtained the Diploma of Financial Planning.  Michael is a CERTIFIED FINANCIAL PLANNER™ and also a member of the Financial Planning Association of Australia.

Melisa Daly has in excess of 13 years experience in the financial planning industry and has obtained the Diploma of Financial Planning.  Melisa is a CERTIFIED FINANCIAL PLANNER™ and also a member of the Financial Planning Association of Australia.

Cassandra Persztik has in excess of 11 years experience in the financial planning industry and has obtained the Diploma of Financial Planning.  Cassie is a CERTIFIED FINANCIAL PLANNER™ and also a member of the Financial Planning Association of Australia.

Sharyn Bungey  has in excess of 10 years experience in the financial planning industry and has obtained the Diploma of Financial Services, Dip. FS.

Bayside WIN Financial Strategists Pty Ltd are committed to providing high levels of service at very reasonable rates.  Our promise to you – dedication, diligence and integrity in all that we do.

If you have any further questions about the financial services Apogee Financial Planning Limited (“Apogee”) provides, please contact Bayside WIN Financial Strategists Pty Ltd on 08 8172 2279. 

We are authorised to provide advice and deal in the following types of financial products: 

  • Basic deposit products
  • Non-basic deposit products
  • Non-cash payment products
  • Derivatives
  • Government Debentures, stocks or bonds
  • Life Products – Life Risk Insurance
  • Managed Investments Schemes, including Investor Directed Portfolio Services (IDPS)
  • Retirement Savings Account products
  • Securities
  • Superannuation
  • Standard Margin Lending Facilities