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Level 5, 55 Gawler Place
Adelaide 5000
South Australia  Australia
Tel (08) 8212 5550
Fax (08) 8212 5551
Email Us

About Us

Bailey Capital Management – History

Bailey Capital Management

Bailey Capital Management was founded in 1976 by Ken Bailey. Since this time we have achieved the following:

  • Grown to be a leading Adelaide-based boutique Financial Planning firm
  • Have guided hundreds of clients to achieve their financial goals
  • Located to professional and discreet offices in the Adelaide CBD
  • Clients located in all major Australian Cities
  • Multi-tiered service levels to accommodate client needs
  • Recognised industry leaders and one of the very few true fee for service, zero commission, unbiased fee systems
  • Advisors with more than 50 years combined experience
  • Developed specialist Self Managed Superannuation Fund expertise

Your Team

The Bailey Capital Management team has the perfect blend of youth, experience, enthusiasm and wisdom to deliver the advice and services for our clients to achieve their goals.

Bailey Capital Management

Evan Bailey

Evan is a qualified financial adviser. He is committed to the ongoing development of our advice based model and ensuring Bailey Capital Management has the team and expertise to meet the needs of our clients. Evan is progressively taking responsibility for the strategic direction of the business and plays an important role in the Bailey Capital Management Strategic Development team.

As the son of the founder of the business (Ken Bailey), Evan has a long-term commitment to the financial planning industry and provides clients with peace of mind that the practice will continue to service clients for the decades to come.
Authorised Representative Number 263680

Evan has been working in the financial services industry since 1998. He was heavily involved in the 21st Club, a group that was responsible for developing young advisers in line with the future trends of the Financial Services industry. Evan has also worked with Zurich Australia where he educated and directed many experienced advisers with regards to Retirement Planning and Centrelink strategies.

Evan is excited about the future of Financial Services and loves providing ‘multilayered’ solutions to clients to help them achieve their goals. Evan is dedicated to building Bailey Capital Management into an industry icon known for excellence in the Financial Services industry.

Bailey Capital Management

Ken Bailey

Ken has been providing high level financial advice to clients for more than 30 years. He is well known and respected in the industry throughout Australia. As a member of the Financial Planning Association of Australia (FPA), Ken is a certified financial planner (CFP).

Ken has a thorough knowledge of the industry and has undertaken further technical study and accreditation in Self Managed Superannuation Funds.

Ken was one of the key advisers involved in creating the successful Australian Financial Services (AFS) dealer group and has been a long standing member of its Board of Directors. Ken also sits on a number of advisory boards that meet with large financial institutions to assist them in shaping their products to meet the needs of Australian consumers.
Authorised Representative Number 263670

 

Bailey Capital Management

Garry Meggison

Garry is a Financial Planner and holds a Diploma of Financial Planning. He is a member of the Financial Planning Association and the Australian & New Zealand Insurance and Finance Institute. Garry has been in the financial advice industry since 1982.
Authorised Representative Number 242175


Australian Financial Services (AFS) Profile AFS logo

Australian Financial Services Limited (AFS) is a national financial advisory group owned by financial advisers. AFS provides the Authorised Representative status for Evan, Ken and Garry.  To find out more please visit www.austfinservices.com.au

Financial Planning Association of Australia (FPA) Profile FPA logo

The FPA is the professional association for the industry. It sets the standards for individuals to qualify as financial planners and has a code of conduct to regulate the performance of advisers. Bailey Capital Management is a member of the association and strictly adheres to all of its requirements and policies. To obtain a copy of the FPA’s code of conduct please click here.

Financial Services Guide

The Financial Services Guide (FSG) is intended to inform you about us and our relationship with you before we provide you with financial advice. It is intended that the FSG should assist you in deciding whether to use any of the services provided by our Authorised Representatives. It contains information about remuneration that may be paid to AFS, our Authorised Representatives and other relevant persons in relation to the services offered. It also contains information on how we handle your personal information and how complaints against the Authorised Representative are handled. To obtain a copy please click here.