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
- Tax Effective Investment