About Us
Company Profile
Rob Baker & Associates has a history of over 50 years with Rob Baker being the senior partner for 30 years. Rob Baker is a chartered accountant and is an Authorised Representative of Lifespan Financial Planning.
Financial Advising Services
For a free initial introduction to our financial planning services please contact us for an appointment. Please note, this free consultation does not include tax and accounting services.
BFS Financial Services is the financial planning arm of Rob Baker & Associates. Robin Baker and Rania Karoum as Authorised Representatives of Lifespan Financial Planning, provide the following services to their growing number of clients:
- Financial planning
- Investment reviews
- Superannuation and retirement planning
- Home and investment loans
- Leasing and asset purchase
- Personal insurances
- Estate planning
The above services offer clients a complete solution to assist them in every aspect of their financial needs.
Accounting & Business Services
Rob Baker & Associates offers clients the following traditional business services:
- Accounting
- Taxation planning
- Taxation returns
- BAS returns
- Company formation and secretarial
- Auditing
We also offer services beyond these traditional areas and are able to provide businesses with value add solutions to help grow and enhance the long-term value of their businesses. These services include:
- Business advising and mentoring
- Financial statement analysis
- Financing solutions
- Business succession planning
Our Services
- Wealth creation and protection
- Investment reviews
- Superannuation and retirement planning
- Tax effective investment strategies
- Home and investment loans
- Leasing and asset purchase facilities
- Personal insurance (life, disability, trauma, income protection and business overheads)
- Annuities and allocated pensions
- Estate planning
Location and
Company Info
57 Balaclava Road Eastwood NSW 2122
PO Box 3776
Marsfield NSW 2122
(02) 9858 5744
(02) 9874 5320