About Us
About Us
A Proven Approach
A Proven Approach
The origins of BB Wealth Management go back to 2012 with the establishment of Ausure Financial Planning in Scone. The founders Rob Baker and Jason Brooks were stockbrokers and decided to move across to financial planning in 2012 as we felt we had more to offer our clients other than investing in Australian equities. Since then, the busine
The origins of BB Wealth Management go back to 2012 with the establishment of Ausure Financial Planning in Scone. The founders Rob Baker and Jason Brooks were stockbrokers and decided to move across to financial planning in 2012 as we felt we had more to offer our clients other than investing in Australian equities. Since then, the business has grown with offices in Scone, Sydney and Tamworth. Ausure Scone has expanded over the years and now offers General Insurance advice and Mortgage and finance advice making it a one stop shop for personal financial needs.
BB Wealth Management was born out of Ausure Scone in 2019 when Rob decided to move from Scone back to Sydney. BB Wealth Management has Rob Baker as the senior adviser and CEO and Charlie Brooks as a trainee adviser.
BB Wealth Management has offices in 66 Hunter Street in the CBD. Its on the corner of Hunter and Bligh Streets.
A Proven Approach
A Proven Approach
A Proven Approach
We start by clarifying our fee structure and explaining the different ways we can help. Then we analyse your goals and compare them to your current portfolio. Then we recommend an investment strategy designed to meet your risk tolerance.
We specialise in Personal insurance ensuring you and your family are protected in an insurance event.
We start by clarifying our fee structure and explaining the different ways we can help. Then we analyse your goals and compare them to your current portfolio. Then we recommend an investment strategy designed to meet your risk tolerance.
We specialise in Personal insurance ensuring you and your family are protected in an insurance event. Includes Life, Total Permanent Disablement, Trauma, Income Protection and Business Expenses cover.
Why Us?
A Proven Approach
Why Us?
Our team is comprised of people with high levels of investment experience, but we all have this in common-a commitment to ethics and integrity. We’re all fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance. Rob has worked in equity markets since 1987 and investing is his passion. Rob has w
Our team is comprised of people with high levels of investment experience, but we all have this in common-a commitment to ethics and integrity. We’re all fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance. Rob has worked in equity markets since 1987 and investing is his passion. Rob has worked for some of the largest institutions in the country including Macquarie Bank, Shaw Stockbroking, BNZ Norths and McIntosh Securities. He established his own business in 2012 with a focus on wealth accumulation and wealth protection.
Our Team
Rob Baker -CEO and Director
Rob commenced his career in financial markets in 1987 and became a qualified adviser in 1993.
He has been authorised representative of Fintegrity Wealth Advisers since 28/02/2022.
With a background in stockbroking, Rob has been in the industry since 1987 in various roles, including back-office operations, stock and options trader on the ASX trading floor, and institutional and retail advising.
He has worked for some of the largest institutions in Australia, including Macquarie Bank, ABN Amro, Royal Bank of Scotland, Shaw and Partners and Morgans Stockbroking after starting at BNZ Norths.
After 25 years as a stockbroker, he then wanted to become more wholistic in his approach to investments, and became a qualified financial planner.
He has a passion for long-term investing and specialises in managed funds, ETF’s and direct equities.
He has been giving personal insurance advice since 2012.
Rob holds an Advanced Diploma of Financial Planning and specialises in giving advice in the following areas:
* Investment Portfolio Construction
* Superannuation
* Managed Investments and Direct Equities
* Wealth Protection - Personal Insurance
*Self-Managed Super Funds
Pippa Whalen
Pippa has a background in investment banking and has worked at companies such as Citigroup, Macquarie and Merrill Lynch. She works in the mental health sector, volunteers for Lifeline and is a qualified counsellor. Pippa can be contacted on pip.whalen@bbwm.com.au
Jason Brooks
Jason had a career in the engineering sector before becoming a stockbroker in 2005, then he established Ausure Scone with Rob Baker in 2012. Jason sits on the BB Wealth Management Investment Committee.
Jeff Haydn
Jeff is the CEO of Fintegrity Wealth Advisers and has been involved as an adviser and a licensee in the FInancial planning industry since 2002. Jeff sits on the Investment committee of BB Wealth Management.
Nick Baker
Nick is currently completing a Business and Economics degree at UNE in Armidale. Nick is responsible for administration and reporting.