Our Staff

Ivan Bakin and Associates Pty Ltd operate from Norwest Business Park. Our team comprises of two business partners in three companies whereby we cross reference expertise to find suitable solutions for our clients.

Our Team

Ivan Bakin, Dip FS (Fin. Plan)

Principal 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.

See Ivan’s Adviser Profile

Jeff Whitton, Dip FS (Fin. Plan)

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.

See Jeff’s Adviser Profile.

Yvonne Bakin*

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 Belessis, B Arts Dip FS (Fin. Plan) JP

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 paraplanner.

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Roxanne Swan*

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.

* The support staff are not authorised to provide advice under the Australian Financial Services License of Aon Hewitt Financial Advice Limited.