Priscilla Bayly
B.Econ, M.Com, GradDipFinPlan, CPA
Business Manager & Financial Planner
I'm passionate about helping others define and achieve their financial objectives to support their personal, lifestyle and family goals.
Priscilla is a qualified Financial Planner with over 17 years’ experience in financial services. Priscilla enjoys helping clients build greater understanding of their financial situation and the products and services available. She can assist with a broad range of financial decisions and help put in place a strategy to build and protect wealth.
Investment Style
Priscilla adheres to a disciplined investment framework, using a broad network of quality investment and economic information. She will explain investments to you simply and provide confidence by delivering sound investment strategies tailored to your personal goals and risk profile
Services and Specialties
Financial Planning
Self-Managed Super Funds
Retirement and Estate Planning
Investment Advice
Superannuation Advice
Stockbroking
Qualifications and Professional Affiliations
Bachelor of Economics
Graduate Diploma of Financial Planning
Master of Commerce
Associations
CPA Australia
Competencies
Generic
Financial Planning
Securities
Superannuation
Managed Investments
I am employed by Mid Coast Money Management Pty Ltd which operates the business of Morgans Financial Limited - Port Macquarie. My employer remunerates me by way of salary. I am eligible to participate in a bonus scheme depending upon performance.
