Our People

With over half a century of experience Aspect Wealth Advisers has established itself as a well informed provider of financial services and tax to help improve your financial situation.

We understand the various stages of life that individuals and families go through as well as the important challenges and issues that arise. We believe in what we do and can provide you with clarity and stability to give you the confidence you need.

The team are highly qualified and hold themseleves to the highest ethical standards

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.

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 Creation
  • Superannuation
  • Tax Effective Investment
  • Aged Care Advice
  • Personal Insurance
  • UK Pension Transfer
  • Ethical Investing

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Roslyn Oliver

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 our clients over the years and is an integral and much-loved member of our team.

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Fleur Hartnett

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.

 

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This website contains general advice only. You need to consider with your financial planner (or adviser), your objectives, financial situation and your particular needs prior to making an investment decision. Shartru Wealth and its authorized representatives do not accept liability for any errors or omissions of information supplied on this website.