Income Protection

Income protection is designed to cover your wage, salary or income package in the event of disability due to accident or sickness. …

Life Insurance

Life Insurance is also known as term life insurance, or death cover. It provides a lump sum payment in the event of the life …

Trauma Insurance Policy

Trauma insurance policy is also known as Crisis Insurance, Critical Illness Insurance, Recovery Protection Insurance, and …

Total and Permanent Disability

Total and Permanent Disability is designed to pay a lump sum in the event that the life insured is never able to work again.

Business Expense Insurance

For the self-employed, this cover is tax deductible and is designed to insure fixed out of pocked expenses should you become disabled.

Additional Services

Finding one person who does everything well in today’s world has become next to impossible. With increasing legislation, demands on education…

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Why Choose Us?

NON BANKOWNED

Aon is not bank owned which means we do not have a product to push. We review the market on your behalf and find the suitable insurer. You do not pay any extra in insurance premiums for our service.

EXCEPTIONAL PERSONAL SERVICE

Our focus is on listening, understanding, and caring about your concerns and providing you with an individual level of service.

KNOWLEDGE AND EXPERIENCE

We are highly qualified and have a breadth of knowledge and experience necessary to focus on all your important matters.

ONGOING SUPPORT

Our friendly support team will support you throughout your journey with us and answer any questions you have along the way.

A HOLISTIC APPROACH

We want to understand exactly what you want to achieve and provide you with strategies and techniques to guide you towards your goals.

IT’S ALL ABOUT THE CLAIMS

We personally deliver our service for the product you purchased at claim time and help you along the way, at the most critical time in your life, lodging a claim may been daunting. We are, always have been and will be here to help you

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Where to find us

Our Team

Ivan Bakin, Dip FS (Fin. Plan)

Principle of IBAA, is a multi Aon Award winner who specialises in Risk insurance and has been advising on insurance products since 1993. Director of IBAA and Co Director of Concept Wealth Solutions Pty Ltd. Ivan Bakin is an authorised representative of Aon Hewitt Financial Advice.

See Ivan’s Adviser Profile

Jeff Whitton, Dip FS (Fin. Plan)

Co Director of Concept Wealth Solutions specialising in holistic financial advice covering: SMSF’s, superannuation, portfolio construction, investment planning, retirement planning, estate planning and life risk insurance. Jeff has been advising clients since 1986. Jeff provides all superannuation and investment advice to Ivan Bakin and Associates clients. Jeff is an authorised representative of Aon Hewitt Financial Advice.

See Jeff’s Adviser Profile.

Yvonne Bakin

Yvonne, married to Ivan Bakin has been working in IBAA for since 1998 in the capacity of book keeper and administration and client liaison.

Anna Belessis, Bach Arts Dip FS (Fin. Plan) JP

Anna has been with us since 2005. Prior to this she has had 7 years’ experience within the Financial Services Industry working for Citibank, Rabobank and Macquarie bank. Anna’s role is vast and large, encompassing all of our clients’ needs on a day to day basis as well as acting as a Relationship Manager and in-house Para Planner.

Roxanne Swan