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About Us Welcome
At WIN Investment Network, our ultimate aim is to guide you through to your own financial independence.
Our success has been achieved by taking time to build strong, lifelong partnerships with our clients. With dedication to delivering continuous care, we help you through each stage of your financial life. ‘building & securing your financial future’
 | Principal Adviser: Marg Clark, DipFP 
The Principal Adviser within WIN Investment Network is Marg Clark CFP®. Her Authorised Representative (AR) number is 242141.
She has in excess of 30 years experience in the financial services industry and has obtained the Diploma of Financial Planning. Marg Clark is a CERTIFIED FINANCIAL PLANNERTM professional and also a member of the Financial Planning Association. |
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Adviser: Melisa Daly, DipFP
Melisa's Authorised Representative (AR) number is 242316
Melisa Daly has in excess of 12 years experience in the financial planning industry and has obtained the Diploma of Financial Planning. Melisa is a CERTIFIED FINANCIAL PLANNER™ and also a member of the Financial Planning Association of Australia. |
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Adviser: Cathy Shimmin, ADFS
Cathy's Authorised Representative (AR) number is 296262. She has completed the Diploma of Financial Services as well as the Advanced Diploma of Financial Services. She has been awarded a scholarship which has assisted her gain Certificate IV in Client Management, as well as providing her with additional relevant training. Cathy is a member of the Financial Planning Association. |
Marg Clark, Melisa Daly, Cathleen Shimmin analyse client data, formulate strategies and prepare all recommendations.
 | Administration Manager: Claire Lewis Dip FS Claire has completed the Diploma of Financial Services, and is near completion of the Advanced Diploma of Financial Services. She is responsible for managing the administration side of WIN and works very closely with Caitlin. Claire handles the majority of general client enquiries, the preparation of Statements of Advice and tracking of New Business applications. |
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 | Reception and Administration Assistant: Caitlin Jenkins Caitlin is the newest member of the WIN team working in our reception area, and is the face and voice of our business. Claire and Caitlin work closely together, managing the administration side of WIN. She looks forward to commencing study of the Diploma of Financial Services and to learning more about the Financial Planning profession.
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Marg Clark, Melisa Daly, Cathy Shimmin and Bayside Financial & Insurance Services Pty Ltd T/A WIN Investment Network are Authorised Representatives of Apogee Financial Planning Limited.
If you have any further questions about the financial services Bayside Financial & Insurance Services Pty Ltd T/A WIN Investment Network provides, please contact us on 08-8373 6800.
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