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.
DIRECTOR - FINANCIAL PLANNER
David Baird is a director and Authorised Representative of STB Advisory Pty Ltd and has been in the financial planning industry since 1989, all of this time as an active adviser.
David holds a Diploma of Financial Planning (Dip FP) through the Financial Planning Association (FPA) and is a member of the FPA and the Association of Financial Advisers (AFA).
David has been working in his own business since 1999 and prior to that worked in the ANZ bank for 20 years, with the last 10 of those as a financial planner in Bendigo, servicing central and northern Victoria.
DIRECTOR – ACCOUNTANT AND FINANCIAL PLANNER – B.BUS (ACCOUNTING) CPA DIP FP
Leo Treble is a director and Authorised Representative of STB Advisory Pty Ltd and has been an advisor in the financial planning industry since 1997.
Leo holds a Diploma of Financial Planning (Dip FP) and is a CPA member of the Society of CPA’s.
Leo has been self-employed in the Kangaroo Flat greater Bendigo region for over 25 years, as an Accountant and Financial Planner. Leo has lived in and contributed to the local community during this time.
FINANCIAL PLANNING SUPPORT
Leonie has been with the company since 2007, working in the Financial Planning division of the business.
Leonie transferred to Bendigo from Ballarat in 1987 whilst working in the banking industry, and during her time in Bendigo has also been involved in a small family business.
Leonie commenced her career in the Financial Planning industry in 2002.
She has strong ethical values and is respectful, warm and honest in all dealings with clients.
Leonie is married with two adult sons, and enjoys spending time with her family.
Erica has been in the financial planning industry since 2006, where she has provided support to David.
She continues to provide support within our financial planning division through STB Advisory Pty Ltd.
Erica’s warmth and sunny disposition is reflected in all her liaisons with clients and staff alike.
Erica enjoys her hobbies and spending time with her family and new grandchildren.
MILLENNIUM3 FINANCIAL SERVICES PTY LTD
FINANCIAL PLANNING ASSOCIATION
ASSOCIATION OF FINANCIAL ADVISERS
*STB Advisory Pty Ltd is a Corporate Authorised Representative of Millennium3 Financial Services Pty Ltd ABN 61 094 529 987 ASFL Licence No: 244252