Over the past 18 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.
Aspect Wealth Advisers was formed 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 camping and fishing with family and friends.
Areas of expertise Marc Banvill specialises in:
- Retirement Strategies
- Wealth Protection
- Tax Effective Investment
- Aged Care Advice
- Wealth Protection and Personal Insurance
Roslyn is our Client Services Manager. Ros has extensive experience within the financial industry and has worked in various corporate roles throughout her career. Ros has a high level of client care and has built up strong relationships with out clients over the years and is an integral and much-loved member of our team.
Fleur is our Financial Services & Compliance Manager. Fleur has also extensive experience within the financial industry and has worked in various corporate roles throughout her career. Fleur ensures everything runs smoothly behind the scenes systems and has a high level of attention to detail. Fleur is a vital member of the team and we could not do without her.