Marc Banvill

Aspect Wealth Advisers

Silver
21 Yrs Experience
Kelvin Grove, QLD 4059
I worked in various technical roles within the financial industry in my early years.  Over the past 20 years I have worked closely with my clients to find out what it is that is important to them and assisted them in achieving their goals and improving their financial position. I enjoy my job immensely and get a real kick out of helping people improve their situation.  Being a father of four kids, I understand the financial challenges that families face. I feel it is important that we all have a financial plan in place that is flexible and adaptable to the various stages of life that we move through. Aspect Wealth Advisers started in 2012.  I have built strong relationships with my clients and many now refer their family and friends to me for advice.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Financial Hardship
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

My fee reflective of the level of advice and the complexity of the strategy I am recommending.

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 7
  • First year providing advice 2001
  • Years of experience 21
  • Highest qualification
    • Diploma of Financial Planning (1-8)
  • Language spoken
    • English

Aspect Wealth Advisers

Level 1 Unit 5, 81 Bishop Street
Kelvin Grove, QLD 4059

Opening hours

  • 10:00am – 1:00pm Saturday
  • 9:00am – 6:00pm Monday – Friday

Licensed by

Shartru Wealth Management Pty Ltd

AFSL 422409

5.00
7 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—7 of 7

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5.00

"Marc helped me consolidate my superannuation and establish a cost effective self managed fund. He explained everything in a language I could understand and sorted out our insurance. He is very knowledgable and held my hand through every step. I am confident in his abilities and recommend his services."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Marc is always very approachable - listens, and acts and advises with confidence. This demeanour gives me great confidence in the way Marc is managing my Superfund"

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Expat Finance
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"A consummate financial professional with sound advice and clarity in delivery of information.Well rounded in all aspects of financial needs and services."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Marc has been my financial advisor for many years. I have found him to be extremely knowledgeable and competent as well respectful, friendly and and always makes time to respond to my queries."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Expat Finance
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Could not speak to highly of Marc, we find him very professional and knowledgeable and we are really pleased with the advice he has given."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I was originally referred to Marc by a work colleague for assistance with my UK pensions. His work and advice has been invaluable and he has gone on to centralise my various superannuation accounts in Australia and now manages my super. I would highly recommend Marc and the services he offers."

  • Superannuation
  • Expat Finance
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Marc is a an excellent operator. He is always available and provides peace of mind with his meticulously researched strategies. I am always confident referring family and friends to Marc knowing they will be taken care of."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—7 of 7

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Expat Finance
  • Small Business Advice
  • Tax Strategies
  • Growing Assets

Qualifications & Training

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2003

Accredited Listed Product Adviser (ALPA)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2013

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
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