Mazin Albassit

Mazin Albassit

  • Associate Partner | Financial Planning
  • Melbourne
Download bio brochure

Mazin is an Associate Partner at BG Private and has been with the firm since 2019.

He is a Masters-qualified financial advisor who provides holistic advice on financial structures, superannuation, investments, debt, personal risk insurance and cashflow. He takes a long-term view and takes the time to deeply understand each client’s situation in order to get the best results. He is experienced in helping clients define and navigate their short-, medium- and long-term financial goals. This often requires juggling competing priorities, and he is skilled at guiding clients through these decisions.

Mazin is experienced in supporting clients who are in different life stages, whether it’s families who are looking to fund private education costs or professionals in their 50s who want to create the financial position where they can work on their terms.

He can think outside the box and offer unexpected solutions, and he enjoys helping like-minded, driven and hard-working people get ahead.

Mazin prides himself on translating the complex into the simple so clients understand his recommendations and feel comfortable that their finances are in order. His positive and friendly energy helps alleviate stress so that clients can focus on other parts of their lives.

Extremely responsive and organised, Mazin ensures his clients are never left waiting for an answer.

Internally, Mazin leads the support team members within the Financial Planning division who have adopted his client service ethos.

When not working, he is being walked by his French bulldog, lost in Bunnings or at the gym. And, as one of our earliest risers, you’ll find him in the gym by 4am most days.

Experiences of note

  • Mazin manages approximately $100 million in funds on behalf of his clients.
Financial Services Guide and Advisor Profile.

Qualifications

  • Master of Business Administration (in progress)
  • Master of Financial Planning
  • Diploma of Financial Planning (I am RG146 compliant)
  • Bachelor of Business Management
  • SMSF Accreditation (Personal Advice)
  • Margin Lending Advisor Accreditation (Personal Advice)

Memberships

  • Member of Financial Advice Association Australia (FAAA)

Highly regarded in

  • Retirement planning
  • Superannuation
  • Private school education funding

Specialisations

  • Pre-retirees
  • Retirees
  • High-net-worth individuals
  • Couples and families