SBA Financial is a boutique financial planning practice founded on professionalism, integrity and exception service. We work together with you to ensure you succeed in achieving the lifestyle you desire.
SBA takes a holistic approach, so you do not need to go anywhere else. We complement our financial advisory offering with accounting and legal services. This ensures that our team has a complete understanding and is able to service all your financial needs.
We understand that finance can be complex and at times intimidating, so we offer a comfortable and relaxing environment to which to work with you.
All SBA Financial Advisers undertake regular and extensive training in all aspects of the profession. They all have a comprehensive understanding of financial markets, investment strategies, investment products, superannuation and the implication of tax and Centrelink regulations.
SBA Financial and its Advisers are backed by strong regulatory governance.
SBA Financial on the 16th January, 2004 joined the Australian Financial Services Licence A.F.S.L. 238 060. This means that we are able to identify and select the best available financial products for you with no obligations or bias towards any particular company. (www.fpa.asn.au)
On the 20th September, 2005 SBA Financial became a Full member of the Mortgage Industry Association of Australia - Member Number 16426 (Which in March,
2007 changed it's name to Mortgage & Finance Association of Australia - MFAA). MFAA is a provider of service and representative mortgage brokers, mortgage managers, mortgage lenders (Bank and non-Bank) to promote the mortgage industry. MFAA mission statement is to “Ensure the orderly and ethical working of the mortgage industry in Australia.” The MFAA is governed by a “Code of Practice”. This is a developed statement of principles dealing with industry practices designed to set a standard of good industry practice and fair dealing between consumers and MFAA Members. (www.mfaa.com.au)
On the 30th August, 2005 SBA Financial became a member of the Credit Ombudsman Service Limited - C.O.S.L. – Membership Number 406569. Being a Member requires SBA Financial to be committed to the objectives of the COSL The Credit Ombudsman Service is to provide an independent and prompt resolution of disputes in accordance with:- relevant legal requirement, the MFAA Code of Practice and other recognized Codes of Practice, good practice in the Credit Industry, fairness in all the circumstances. (www.creditombudsman.com.au)
SBA Financial has a client base of over 2,000 include small to large businesses.
We offer genuine and exceptional service to our clients at all times.
Keeping in contact with our clients with quarterly newsletters mailed to you and seminars twice each year.
To compliment SBA Financial Pty Ltd we also offer Accountancy and Solicitor services pertaining to your individual requirements. |
Shane has been advising clients for nearly 30 years in Financial Planning. Shane started his own business in 1981 and now holds his own Dealers Licence and Life Insurance Brokerage.
Cheryl joined SBA Financial in April, 2004.
Cheryl has fully immersed herself in the Financial Industry. Cheryl brings a wealth of knowledge with her from working for an Accountant for 15 years and in Real Estate for 7 years.
Cheryl joined SBA Financial in September, 2005. Cheryl’s joins our office as an administrative assistant helping in all aspect of our financial services.
Stefanie joined SBA Part time in 2003 while studying at University. Now as a full time staff member Stefanie is now involved in all administration activities, focusing mainly on Risk Insurance and Corporate Superannuation.
