Laura Bastian

Laura Bastian ventured into the financial planning industry in 2011 and has been dedicated to her career ever since. To better support clients and advisers, she earned her Diploma and Advanced Diploma of Financial Planning. In 2023, Laura joined Insight Wealth Planning as the Compliance and Projects Manager, where she is known as ‘Laura B.’

Laura’s keen attention to detail, proactive approach, and inquisitive nature drive her to ensure our strategic recommendations are thoroughly researched. She examines alternative strategies and works closely with advisers to evaluate client strategies and products. Additionally, Laura collaborates with the paraplanning team to prepare Statement of Advice and Record of Advice documents. Her role also involves supporting the client service team with inquiries and requests. By managing our paraplanning department, Laura ensures that all advice and documentation meet the highest standards.

In her role, Laura also oversees and implements internal projects, allowing Insight Wealth to remain adaptable and responsive to changes. Her efforts help us deliver exceptional client experiences and stay aligned with evolving industry standards.

Laura takes particular pleasure in assisting clients with Centrelink, a complex area where her extensive training and experience enable her to effectively advocate for client entitlements.

Outside of work, Laura enjoys spending time with her family, managing her children, attending open homes, and socialising with her husband and friends.