Our Team

Our Team

Our Advisers

David Banfield

Experience: Commenced in the financial services industry in 1984.

Qualifications: Diploma of Financial Planning.

Memberships: Associate Member of the Financial Planning Association of Australia

Simon Johnson

Experience: Worked in the Australian Financial Services since 2004.

Qualifications: Bachelor of Commerce, Advanced Diploma of Financial Services (Financial Planning), Fellow Chartered Financial Practitioner (FChFP)

Memberships: Australian Financial Advisers Association Member

Joe Di Mauro

Experience: Commenced in the financial services industry in 2000.

Qualifications: CERTIFIED FINANCIAL PLANNER ® , Bachelor of Commerce, Diploma of Financial Planning

Memberships: CFP® Member of the Financial Planning Association of Australia (FPA)

Associate Advisers

Byron Banfield

 

David Do

 

Hao Trinh