Cowra's trusted financial advisers — proudly independent, deeply local, and committed to your success.
Baillie Simpson Financial Services was established in Cowra with a simple mission: to give regional Australians access to the same quality financial advice available in the big cities.
For over three decades, we've been a trusted partner to hundreds of families, individuals, and businesses across the Central West. From first-home buyers to retirees, from family farms to growing enterprises, we've helped our community navigate every stage of their financial lives.
What sets us apart is our independence. We're not owned by a bank or tied to a product provider. Our advice is based solely on what's best for you. That's a promise we've kept since day one, and it's why our clients stay with us for generations.
We know regional Australia. We understand the rhythms of country life, the challenges of running a business outside the metro areas, and the importance of planning ahead when the nearest specialist is hours away. That local knowledge, combined with professional expertise, is the foundation of everything we do.
The principles that guide every conversation, every recommendation, and every relationship.
We're not owned by a bank or product provider. Our recommendations are based entirely on what's right for you, free from conflicts of interest or sales targets.
Our team holds the highest industry qualifications and maintains ongoing professional development. You deserve advisers who are at the forefront of their field.
Cowra is our home. We're invested in this community and take pride in helping our neighbours build financial security. When you grow, we grow.
Experienced professionals who are passionate about helping you achieve your financial goals.
With over 30 years of industry experience, Robert founded the practice with a vision to bring quality financial advice to regional NSW. He specialises in retirement planning and wealth management.
Karen brings deep expertise in insurance, estate planning, and intergenerational wealth transfer. Her warm approach puts clients at ease during life's most challenging transitions.
Michael manages the accounting and tax division, helping individuals and businesses stay compliant while finding legitimate opportunities to minimise their tax obligations.
We hold the highest industry accreditations and memberships, ensuring you receive advice that meets the strictest professional standards.
Corporate Authorised Representative under an Australian Financial Services Licence
Member of the Association of Financial Advisers, upholding the highest ethical standards
CPA Australia accredited accounting professionals ensuring compliance excellence
Registered Tax Practitioner with the Tax Practitioners Board of Australia
We'd love to hear about your financial goals. Get in touch for a free, no-obligation conversation about how we can help.
Contact Our Team