“With over 38 years of experience, I have worked with different types of clients including business owners, professionals, investors, SMSF trustee’s, pre-retiree’s and retiree’s; seeking overall tax and wealth planning advice. Over the years, it has been my mission and commitment to help my clients achieve their financial and lifestyle goals.”
As a Taxation Accountant for over 38 years and a Financial Planner for over 21 years, I understand the tax implications of my financial planning advice and the financial planning opportunities that sit behind my tax advice. My clients feel confident, and trust that they are getting holistic advice because by wearing both hats, nothing is lost in translation. My clients have the opportunity to minimise their tax liability and enhance their investment returns because they are working with one multi-disciplined Adviser.
Dip. Accounting
Tax Practitioners Board | Registered Tax & BAS Agent
National Tax & Accountants Association | Member
Institute of Public Accountants | Fellow
Dip. Financial Planning
Capstone Financial Planning | Authorised Representative
SMSF Association | Associate
Succession Plus | Certified Adviser
Founder & Principal of Baggetta & Co
Hometown Realty – Real Estate business for property investment clients | Second business (sold in 1997)
Partner in a local Bakery Business (sold in early 1990’s)
Triennial Certificate for Real Estate (Currently not trading)
I studied accounting after I completed High School, and I always had a keen interest in investment markets and business. In fact, I bought my first investment property when I was 21 years of age and started investing in shares around the same time. In the early 1990’s I became involved with a bakery business in a partnership, which we later sold for a substantial profit.
Having finished my studies and gaining work experience at a large accounting firm, my wife and I decided to establish our own taxation and accounting practice. We had the vision of creating a truly integrated, multi-disciplined, financial services business.
So, in 1993 I studied and became qualified as a real estate licensee and operated our own successful real estate business. It was then I decided to round off my financial qualifications by studying and becoming qualified in Financial Planning. Around 1997, we had the opportunity of selling our real estate business, again for a significant profit. Hence, we have been providing financial planning advice since 1998.
My unique skill set and years of experience in this industry, together with our extensive network of specialist professionals, allows us to provide qualified, valued advice to clients, covering a wide spectrum of financial services all under one roof.
– Paul Baggetta
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