Ron McCumstie

MBA Wealth Solutions was founded in 1987 but changed name to MBA Wealth Solutions in 2017. MBA is now the largest Financial Planning firm in Bathurst, servicing the Central West of NSW. We provide a holistic approach that incorporates financial planning, investments, insurance, superannuation, retirement, estate planning, cash flow, and risk management.

We own and operate our own Australian Financial Services Licence and offer you a team of advisers with over 75 years of combined financial planning experience– making us the most experienced team in Bathurst.

Ron has over 19 years of experience working as a Financial Adviser and is also a fully qualified Accountant. Ron has a particular interest in retirement planning and investment portfolio construction.

He is well known for his ability to explain complex strategic and planning matters in a friendly and easy to understand manner. He works closely with a variety of clients within and around the Bathurst area.

Outside of work you will see Ron enjoying sports and spending time with his partner and their two children.