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STB Advisory P/L
In Finance, Insurance & Legal

STB Advisory Pty Ltd was formed in January 2013 from the merged businesses of David Baird Financial Services and Treble Accountants and is situated in Kangaroo Flat servicing Bendigo and the Central Victorian Region.

Financial Planning encompasses a wide range of areas, from retirement planning to wealth protection, and having a tailored financial plan is the first step in the process of ensuring your financial security.

Our aim is simple; to provide quality, cost effective advice to the wider community. We do not position ourselves as “boutique” advisers and believe that everyone is entitled to quality advice at an affordable cost. Whether that is a simple superannuation rollover or investment, aged care assistance or a more complicated retirement strategy, we can assist you.

Through the licensee Millennium3 Financial Services Pty Ltd, we have access to a wide range of researched investment, superannuation and retirement products, along with a full suite of risk insurance products and companies that can be tailored to suit your individual requirements.

The cost of our services will depend on your individual circumstances and the complexity of the advice. We do not charge for an initial Introductory meeting and we would be pleased to discuss your needs and provide an estimate of the cost to you.

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STB Advisory Pty Ltd was formed in January 2013 from the merged businesses of David Baird Financial Services and Treble Accountants and is situated in Kangaroo Flat servicing Bendigo and the Central Victorian Region.

Financial Planning encompasses a wide range of areas, from retirement planning to wealth protection, and having a tailored financial plan is the first step in the process of ensuring your financial security.

Our aim is simple; to provide quality, cost effective advice to the wider community. We do not position ourselves as “boutique” advisers and believe that everyone is entitled to quality advice at an affordable cost. Whether that is a simple superannuation rollover or investment, aged care assistance or a more complicated retirement strategy, we can assist you.

Through the licensee Millennium3 Financial Services Pty Ltd, we have access to a wide range of researched investment, superannuation and retirement products, along with a full suite of risk insurance products and companies that can be tailored to suit your individual requirements.

The cost of our services will depend on your individual circumstances and the complexity of the advice. We do not charge for an initial Introductory meeting and we would be pleased to discuss your needs and provide an estimate of the cost to you.

+61354472899
5 Camp St, Kangaroo Flat 3555 - Directions
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