Your Team, Our People

Mark O’Loughlan

My desire is in helping my clients plan a secure financial future for themselves and their families. Understanding the unique needs of every client helps me give the best advice possible.

People work hard for their money and I want to help them maximise their income. I’m passionate about helping my clients understand and take control of their finances.

Over the past 20 years, I’ve gained experience in funds management, investment banking, stockbroking, United Kingdom (UK) pensions and superannuation. I’ve also helped hundreds of clients reach their financial goals.

I began my financial services career in 1996 with BT Funds Management and later Westpac. These varied roles gave me great insights into the needs of clients who were planning their retirement.

I joined a firm specialising in superannuation and UK pension advice in 2007 and became a partner one year later. Helping clients to define and plan their financial future was an integral and rewarding part of this role.

Marc Banvill and I formed Aspect Wealth Advisers in May 2012.

We are approachable and provide insights into complex areas of the financial landscape for our clients. We offer considered advice to individuals, couples and families seeking clarity about their financial future.

I believe it’s important to have a good work and life balance. I’m an avid football and cricket fan and spend a lot of time outdoors. I also enjoy relaxing and sharing a nice bottle of red with my family and friends on the weekends.

Areas of expertise Mark O’Loughlan specialises in:

  • Superannuation structure and strategy
  • Investment and tax
  • UK pension and superannuation system
  • Retirement planning and strategy

Back to top

 

Marc Banvill

Over the past 13 years, I’ve gained a strong appreciation of what individuals and families really want when it comes to financial security. I enjoy helping them improve their personal situation.

Everyone is different and I strongly believe our needs change as we move through various life stages. A financial plan that is flexible and reviewed regularly is vital.

I began my financial services career in 2000 with a focus on superannuation, salary packaging, insurance and retirement planning. I later joined Westpac Financial Planning where I assisted clients from all walks of life with their financial needs.

I moved to a new firm in 2006 and established a new section that specialised in UK pension transfer advice. The firm subsequently transferred more than 2000 personal and company pension funds from the United Kingdom (UK) to Australia.

I still look after many of those clients today. They live throughout Australia and I travel regularly to review their situation in person.

Mark O’Loughlan and I formed Aspect Wealth Advisers in May 2012.

We are approachable and provide insights into complex areas of the financial landscape for our clients. We offer considered advice to individuals, couples and families seeking clarity about their financial future.

As a father of four, I keep very busy with children’s sport and social interests. I’m a keen cricketer and I love the AFL (go the mighty Geelong Cats!) and enjoy spending my holidays at prime fishing spots on the coast.

Areas of expertise Marc Banvill specialises in:

  • Retirement Strategies
  • Wealth Protection
  • Superannuation
  • Tax Effective Investment

Back to top