Our team has been committed to improving the financial health and well-being of our members in the Police, Health, Emergency and Public Services for over 23 years, so your money works hard for you as you work hard to take care of others.
Georgina has 18 years experience as a Financial Planner. She has an Advanced Diploma in Financial Planning and is currently working towards attaining her Certificate in Financial Planning. Georgina's role is to provide clients with comprehensive advice to allow them to move confidently towards their goals.
Charmaine has over 12 years of experience in the Superannuation and Insurance industry. She holds a Diploma in Financial Planning and Self Managed Superannuation Funds. Her primary role is the day to day management, compliance and administration of the BankVic Superfuture RSA account.
Bev has over 28 years of experience in the Financial Planning and Funds Management industry, particularly in the field of Retirement Planning. Bev holds an Advanced Diploma of Financial Services (Financial Planning) and a Cert.1V in Workplace Training and Assessment. Her role as Quality Assurance Consultant is to ensure that our clients receive quality tailored advice that is appropriate to their situation.
Ariel holds a Master of Financial Management, Master of Professional Accounting from Australian National University, and a Bachelor of International Business and Trade degree. Her role is to provide support to clients, assist in managing Financial Planners’ day to day activities and requirements, and general administration coordination.
Maggie has previously worked in tax, accounting and client administration roles for 10 years. She has completed a Bachelor of Economics from Adelaide University. Maggie enjoys liaising with internal and external stakeholders and building a close collaborative relationship with our clients. Her role is to provide support to clients and Financial Planners and to make sure the Wealth Management business is operating smoothly.
Our financial planners and superannuation professionals are representatives and employees of BankVic, they do not receive commission. We recommend you read our Financial Services Guide (PDF) for further information about how our financial planning services contribute to the income of BankVic. This advice has been prepared without taking account of your objectives, financial situation or needs. Because of this, before acting on the advice, you should consider whether the advice is appropriate for you. Before you make any decision to acquire any product or service, you should obtain and consider the relevant Product Disclosure Statement available from a BankVic branch or by calling 13 63 73. BankVic acts as an agent for a range of life insurance product issuers. Our financial planners are members of the Financial Planning Association of Australia and our superannuation professional is a member of the Association of Superannuation Funds of Australia. ™Superfuture is the exclusive registered trademark of BankVic, Registered Trademark 831100.