Advice in Accounting & Taxation, Business and Financial Planning Services
in Bendigo and Kangaroo Flat.

(03) 5447 7500

FINANCIAL PLANNING SERVICES

FINANCIAL PLANNING SERVICES

(IN ASSOCIATION WITH STB ADVISORY PTY LTD & MILLENNIUM 3 FINANCIAL SERVICES PTY LTD)
AT TREBLE ACCOUNTANTS WE OFFER A FULL RANGE OF FINANCIAL PLANNING SERVICES.

We provide a complete service of support and advice in all the following areas:

  • Investments
  • Low cost regular investment programs
  • Regular investment reviews
  • Superannuation and rollover advice
  • Retrenchment planning
  • Share Buying/Selling
  • Self Managed Superannuation Funds
  • Margin Lending
  • Retirement planning
  • Centrelink/DVA assistance
  • Estate planning
  • Budget and Cashflow management
  • Debt Management
  • Negative Gearing
  • Personal Insurances - Life, TPD, Trauma
  • Income Protection
  • Aged Care
stb-advisory
david
DAVID BAIRD
FINANCIAL PLANNER

David Baird is a Director of STB Advisory Pty Ltd, a corporate authorised representative of Millenium3 Financial Services PTY LTD.

David holds a Diploma of Financial Planning (Dip FP) through the Financial Planning Association (FPA) and is a member of both the FPA and the Association of Financial Advisers.

David has been working in his own business since 1999 and prior to that, he worked for the ANZ Bank for 20 years, the last 10 of those as a Financial Planner in Bendigo servicing central and northern Victoria.

leo-treble
LEO TREBLE
PRINCIPAL - ACCOUNTANT AND FINANCIAL PLANNER - B.BUS (ACCOUNTING) CPA  DIP FP

Far from being a typical Accountant & Financial Planner, Leo has a warm, engaging personal style with both a strategic and detailed perspective.

He has worked as an Accountant since 1987, and additionally as a Financial Planner since 1998.

Whilst being self employed in his own Accounting business Treble Accountants, Leo is also Director of STB Advisory Pty Ltd, a corporate authorised representative of Millennium3 Financial Services Pty Ltd.

Leo has extensive experience in public practice in compliance work, through to the more complex tax advice, business advice or financial planning matters. Leo is a member of CPA Australia and the National Tax and Accountants Association.

Community minded, Leo has been involved with various community groups and not for profit organisations, as either a general committee member or Treasurer.

leonie
LEONIE VERBEEK
FINANCIAL PLANNING SUPPORT

Leonie has been with Treble Accountants 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-b
ERICA BAIRD
ADMINISTRATION

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.

STB Advisory Pty Ltd (STB) is a separate legal entity (company) that trades as a Financial Planning practice. STB is owned by Leo Treble & David Baird as individuals and is a corporate authorised representative of Millennium3 Financial Services Pty Ltd.

Millennium3 Financial Services Pty Ltd is ultimately responsible for the advice given by STB Advisory Pty Ltd and owners, however it is in no way connected with the Accounting Practice of Treble Accountants.

The information on this website is for Australian Residents only.

This information including taxation is general in nature and does not consider your individual circumstances or needs. Do not act until you seek professional advice and consider a Product Disclosure Statement.

STB Advisory Pty Ltd (STB) trading as a Financial Planning practice is a CORPORATE AUTHORISED REPRESENTATIVE OF MILLENNIUM3 FINANCIAL SERVICES PTY LTD - ABN 61 094 529 987|AFSL No. 24452