SBA Financial Pty Ltd has a long and proud history, providing advice for clients for over 40 years. The firm was founded by Director Shane Bond, and was originally known as Shane Bond & Associates.
Today, SBA’s partners and team continues to work with individuals, families and businesses to provide enhanced advice, improving their financial position and grow their wealth.
One of SBA’s strengths is not solely based on experience, but also that we continue to evolve, adapt and challenge ourselves in the ever changing financial world to ensure we are providing the best advice and service for our clients.
No matter the situation, i.e. starting a family, running a small or large business, receiving an inheritance or having an estate planning issue, life is constantly changing, and SBA can be there every step of the way to assist you through all stages of life.
WEALTH MANAGEMENT
In order to help the people you care about achieve their financial goals, we provide a complimentary second-opinion service. We’re pleased to offer your friends, family members and associates the same expertise and guidance that you have come to expect as a valued client of SBA.
OUR CONSULTATIVE PROCESS
We begin every new engagement with a consultative approach, fostering open dialogue to understand each client’s values, goals, and priorities. This collaborative process enables us to develop a customized plan aligned with their unique needs.
We also provide a second-opinion service for friends, family, and colleagues. Feel free to reach out to us for more details.
Working With A Team That Redefines Wealth Management
Ask ten investors to define wealth management. Actually, ask ten ‘Wealth Managers’ to do so. You will almost certainly get ten different answers, with most heavily focused on investing. As a client of SBA Financial, however, you benefit from a cutting-edge team that has a clear and comprehensive vision of wealth management.
Investment Philosophy
Our Investment Philosophy follows a disciplined strategy designed to remove emotion from the decision-making process. We believe in the efficiency of markets and view broad diversification and strategic asset allocation as essential to long-term success.
Maintaining alignment with your Risk Profile through a structured rebalancing process is a critical component of our approach.
Training and Membership
SBA Financial Advisers
All SBA Financial Advisers undertake regular and extensive training in all aspects of the Financial Planning profession. They all have a comprehensive understanding of financial markets, investment strategies, investment products, superannuation and the implication of tax and Centrelink regulations and are backed by strong regulatory governance.
On the 16th January, 2004, SBA Financial obtained its Australian Financial Services Licence (AFSL number 238060).
Australian Financial Complaints Authority
SBA Financial is a member of the Australian Financial Complaints Authority (AFCA) – Membership Number 11437).
Being a Member requires SBA Financial to be committed to the objectives of AFCA. AFCA provides an independent and prompt resolution of disputes in accordance with:- relevant legal requirements, the MFAA Code of Practice and other recognized Codes of Practice, good practice in the Credit Industry, fairness in all circumstances.
https://www.afca.org.au/
Finance and Lending
Shane Bond Dip FMBM Credit Rep number 369316 of SBA Loans Pty Ltd is an authorised credit representative of FINSURE and a member of Finance Brokers Association of Australia FBAA.
Are you planning any of the following? We can help.
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Preparing for and transitioning into retirement
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Exploring charitable giving and philanthropic strategies
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Teaching children and grandchildren about saving, spending, and giving
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Supporting and caring for aging parents
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Planning for the sale of a business
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Managing financial matters during a terminal illness
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Navigating the financial impact of receiving an inheritance
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Developing effective tax planning strategies
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Planning the transfer of wealth and creating a lasting legacy
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Providing for children with special needs
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Navigating financial matters during divorce
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Managing finances after the loss of a spouse
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Safeguarding your assets and wealth
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Launching a new business venture
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Purchasing or refinancing property
Meet Our Team
Shane has been working the Financial Planning industry for over 40 years.
Shane’s long-term experience allowed him to advise across all areas from businesses, to small traders and retirees over the years.
In his new role as mentor and consultant, Shane now passes his own expertise on to the team which is shared with our ever growing client base.
Shane’s long-term experience allowed him to advise across all areas from businesses, to small traders and retirees over the years.
In his new role as mentor and consultant, Shane now passes his own expertise on to the team which is shared with our ever growing client base.
Stuart has been a Financial Adviser for over a decade, working at various Financial Planning firms across Melbourne as well as operating his own business.
With the ever evolving financial planning industry, Stuart made the decision to merge his business with SBA to provide a more thorough and comprehensive service to clients.
Stuart is extremely passionate about Financial Planning and has excellent rapport with his clients.
Stuart is a Certified Financial Planner with a Bachelor of Business (FP) degree, Diploma of Financial Planning and a specialist Self Managed Super Funds qualification with Kaplan Education.
With the ever evolving financial planning industry, Stuart made the decision to merge his business with SBA to provide a more thorough and comprehensive service to clients.
Stuart is extremely passionate about Financial Planning and has excellent rapport with his clients.
Stuart is a Certified Financial Planner with a Bachelor of Business (FP) degree, Diploma of Financial Planning and a specialist Self Managed Super Funds qualification with Kaplan Education.
Stefanie holds a Business Degree and a Graduate Diploma in Financial Planning. Like her father Shane, the founder of SBA, she shares a strong passion for and in-depth knowledge of the Financial Services Industry, backed by over 20 years of experience.
During her career, Stef spent 11 years at Colonial First State, where she developed her expertise in Business Development. Her most recent role was as a Business Development Manager for VIC/TAS, specialising in Retirement planning.
She is proud to return to the family business and is committed to continuing Shane’s legacy by serving SBA clients with the utmost professionalism and care.
During her career, Stef spent 11 years at Colonial First State, where she developed her expertise in Business Development. Her most recent role was as a Business Development Manager for VIC/TAS, specialising in Retirement planning.
She is proud to return to the family business and is committed to continuing Shane’s legacy by serving SBA clients with the utmost professionalism and care.
With over a decade of experience as a Financial Adviser — and more than 13 years in the financial services industry — Dale specialises in helping pre-retirees and retirees plan for a confident and fulfilling retirement. He also works closely with younger clients on their wealth accumulation journey, ensuring they have the right strategies in place for both growth and financial protection.
Dale’s advice process is built on understanding and trust. He takes the time to learn about each client’s current situation, goals, and vision for the future, then designs specific and tailored strategies to help them achieve their financial and lifestyle aspirations.
Before moving into financial advice, Dale worked as an Insurance Consultant and Insurance Claims Assessor for a major insurer, giving him valuable insights into wealth protection and the claims process.
Originally from country NSW along the Murray River, Dale moved to Melbourne in 2008 to pursue a career as a Golf Professional. His passion for coaching — from juniors/beginners to weekly golfers — gave him the skills in communication, patience, and strategy that now serve his clients in financial planning.
Outside of work, Dale enjoys AFL (a loyal Carlton supporter), golf, tennis, gym training, and spending time outdoors. He values the sense of community that comes from sport and fitness environments, something he brings into the workplace and long standing relationships with clients.
As a Client Services Officer, Crystal brings over a decade of experience in financial services, with a strong focus on delivering exceptional support and specialised Centrelink assistance. She holds a Master’s in Accounting and has developed deep knowledge of financial planning through her work with SBA since 2015. Known for her attention to detail and commitment to client care, she ensures smooth day-to-day operations and a seamless experience for every client. Fluent in Mandarin and Cantonese, she is passionate about supporting clients from diverse backgrounds with clarity and confidence.
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Contact Us
Address: 129 Buckley St ESSENDON VIC 3040
Telephone: +61 3 9331 1572 | Facsimile: +61 3 9337 7323
