SBA Financial Pty Ltd has a long and proud history, providing financial advice for over 40 years. Founded by Senior Adviser and Director Shane Bond, the firm offers a wide range of financial services, focusing on providing ‘value added holistic advice’ to individuals, families, and businesses. SBA’s team continues to evolve and adapt to the ever-changing financial world, ensuring the best advice and service for their clients.
With a clear and comprehensive vision of wealth management, SBA Financial emphasizes a disciplined investment philosophy that includes broad diversification and asset allocation. The team of Financial Advisers undergo regular training to stay updated on financial markets, investment strategies, superannuation, and regulatory governance. SBA Financial is committed to providing enhanced advice to improve clients’ financial positions and help them grow their wealth.
As a member of the Australian Financial Complaints Authority and the Financial Planning Association of Australia, SBA Financial upholds high standards of service and professionalism. The firm’s dedication to client satisfaction is evident through testimonials praising the team’s effective communication skills, enthusiasm, and expert financial expertise. SBA Financial’s commitment to offering tailored financial plans and a complimentary second-opinion service showcases their dedication to helping clients achieve their financial goals.