Shane Bond , the founder of SBA Financial Pty Ltd ACN 005 801 561 entered into the financial services industry on 3rd April, 1981. From the early beginnings, Shane’s real importance is being able to offer a full range of products and services to his clientele.

As a result SBA Financial is able to offer the most appropriate investment, strategy or product best suited to our clients

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 referrals to accounting and legal services.

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 obtained our Australian Financial Services Licence, AFSL number 238060

SBA Financial are an authorised credit representative of AFG mortgage brokers (credit representative #369316), and a member of the Mortgage & Finance Association of Australia (MFAA).

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.

Shane Bond

Founder

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.

Shane holds a Diploma in Financial Planning and is a Certified Financial Planner.

Since then has become a Member of the Financial Planning Association (FPA) Member No. 016638 on the 4th March, 1999.

Shane is also an Accredited Mortgage Consultant (AMC) with the Mortgage & Finance Association of Australia (MFAA). The Accreditation Number is 16427.

Both Membership processes are stringent with requisites of experience, education and probity checks.

Frank Gonano

Frank Gonano brings with him over 30 years experience in both Commercial and Public Accounting and Tax.

His background is such that he managed both business and private practices.

His expertise is in Small to Medium Business which fits the clientele of a majority of SBA clients.

He is equally at home in dealing with both High Net clients and Salary and Wage earners.

Because of this he can relate to all clients.

We welcome Frank and his firm B.G. Accounting.

Bronwyn Coy

Bronwyn is our Office Manager and has been with SBA since May 2009.

She has worked in the Financial Services Industry for 7 years and is able to assist you with any general questions and administrative requirements.

Sandra Pizzonia

Sandra began her career in Financial Planning in 1998 in the Banking sector where she worked for 22 years.

She has been with SBA since 2009 and is a Senior Planner.

Sandra holds an Advanced Diploma in Financial Services(Planning).