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Bayshore Advisory

EXPERT FINANCIAL SERVICES FOR YOUR NEEDS

At Bayshore Advisory, we offer a comprehensive range of advice catering to the needs of individuals, trusts and self-managed superannuation funds. Our solutions can work seamlessly with your existing investments which means that you are not obliged to own pre-set duplicate holdings across multiple portfolios.

Bayshore Advisory

Portfolio Management

At Bayshore Advisory, our aim is to achieve the client’s targeted return while reducing risk and volatility as much as possible. Our approach is to work with your end goals in mind rather than focusing solely on beating industry benchmarks.

Bayshore Advisory

Strategic Advice

We begin by establishing a clear understanding of your concerns and objectives. From here we will work closely with you to develop strategies that include structural advice and specific recommendations on direct equity, property and debt exposures.

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Disclaimer

CPS-HKC Pty Ltd ACN 654 685 944 t/a Bayshore Advisory is a Corporate Authorised Representative (CAR), number 001306831 of SIRA Group Pty Ltd (SIRA Group) ABN 15 106 922 641 which is an Australian Financial Services Licensee (AFSL), number 278423 (Bayshore Advisory).

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The information on this site, including the site source code is the property of Bayshore Advisory and is subject to Copyright ©. Unauthorised use of the information on this website is not permitted. Copyright in the information contained in this site subsists under the Copyright Act 1968 (Cth) and, through international treaties, the laws of many other countries. It is owned by Bayshore Advisory unless otherwise stated. All rights reserved. You may download a single copy of this document and, where necessary for its use as a reference, make a single hard copy. Except as permitted under the Copyright Act 1968 (Cth) or other applicable laws, no part of this publication may be otherwise reproduced, adapted, performed in public or transmitted in any form by any process without the specific written consent of Bayshore Advisory.

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The information on this website is general information only and is not intended to be a recommendation. We strongly recommend you seek advice from your financial adviser as to whether this information is appropriate to your needs, financial situation and investment objectives.

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Whilst every care has been taken in the preparation of this website, Bayshore Advisory Pty Ltd, its directors, authors, consultants, editors and any persons involved in the construction of this website, expressly disclaim all and any form of liability to any person in respect of this website and any consequences arising from its use by any person in reliance upon the whole or any part of this website. For further information please click our Terms & Conditions. 

Information true as at the 20/08/2024.

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