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Principle of IBAA, is a multi Aon Award winner who specialises in Risk insurance and has been advising on insurance products since 1993. Director of IBAA and Co Director of Concept Wealth Solutions Pty Ltd. Ivan Bakin is an authorised representative of Aon Hewitt Financial Advice.
Co Director of Concept Wealth Solutions specialising in holistic financial advice covering: SMSF’s, superannuation, portfolio construction, investment planning, retirement planning, estate planning and life risk insurance. Jeff has been advising clients since 1986. Jeff provides all superannuation and investment advice to Ivan Bakin and Associates clients. Jeff is an authorised representative of Aon Hewitt Financial Advice.
Yvonne, married to Ivan Bakin has been working in IBAA for since 1998 in the capacity of book keeper and administration and client liaison.
Anna has been with us since 2005. Prior to this she has had 7 years’ experience within the Financial Services Industry working for Citibank, Rabobank and Macquarie bank. Anna’s role is vast and large, encompassing all of our clients’ needs on a day to day basis as well as acting as a Relationship Manager and in-house Para Planner.
Roxanne is our new business co-ordinator managing all aspects for our clients from the beginning of applying for insurances right through to the end. Roxanne recently graduated with a Bachelor of Law & Bachelor of Arts.