Who are Banyan Advisers?
Built from the ground up as a forward thinking, innovative and holistic licensee for experienced advisers.
Banyan Advisers are an exclusive and carefully-curated group of like-minded, experienced advice professionals.
Banyan Advisers offers holistic licensing services to experienced advisers who share a common vision of excellence in advice, innovation in technology and collaboration for business success.
Banyan is not product, platform or brand focused. Our broad APL does not restrict our advisers from recommending an investment or a strategy that is truly in the clients’ best interest. This foundation has been the cornerstone of the Banyan journey and our message to the advice industry.
We were founded with a clean sheet, and no legacy baggage or conflicts to manage. Banyan invested its own capital to forge the unique position of being free from the influence of large institutions.
We understand that you and the industry as a whole have been on a journey of constant change, legislated fee for service, increased compliance, additional education requirements, evolving demands from clients and better technology. We have been on that journey too.
Challenges
the industry has faced over time
FOFA legislation and fee for service
Royal Commission
Institutional top-down management
Pre-vet & compliance bottlenecks
The policy on the run
Loss of independence and control
End of Grandfathered Commissions
High cost & effort of your own AFSL
Time spent in amdin, not with your clients
Quality of Advice Review
… What’s next?
Let’s tackle the future together.
Our Values
We are Clear, Firm & Fair
Through sensible interpretation of evolving regulations we develop and support policies & procedures that work consistently.
We are Experienced
Across decades our team have learned the lessons and skills
required to succeed operating an AFSL, supporting and empowering advisers and firms to thrive.
We are Collaborative
Through taking time to understand our community of Advisers’ goals we map and develop our supporting strategy and framework.
Vision
Our vision is to create a thriving community of like-minded individuals
Mission
Our mission is to provide unwavering dedication to excellence in financial advise, compliance and technology.
We do this to protect and support our community of advisors.
Meet the Team
Our People
Combining extensive experience with unwavering vision and value
The Banyan Team is relentlessly focused on delivering exceptional results and experiences for member advice practices and advisers, with a commitment to open, honest and clear communication combined with excellence in compliance, practice efficiency and relationship management.
Scott Brouwer
Scott brings the discipline and competitive nature he developed as a professional boxer and the knowledge and expertise he has gained from more than 20 years working in the financial planning industry.
Scott is a Certified Financial Planner and a Qualified Accountant. He has also been the Chair of the South East Melbourne Chapter of Financial Planning Association (FPA) since 1999 and is a fellow of the Institute of Public Accountants.
Jake McLoughlin
Jake has a keen focus on all financial markets and has been fortunate enough to work alongside industry-leading fund managers both domestically and internationally. Jake specialises in long-term wealth creation taking a holistic approach across and maximising a client's total balance sheet.
Josie Maiorana
Josie has worked in the financial services sector for over 20 years. The majority of those years were with Deutsche Bank as a Personal Assistant to the Senior Financial Planner and Business Development Manager. Over the years she has built strong professional relationships with clients, ensuring they are provided with a high level of client service.
David Jennings
David has a wealth of experience gained over 20 years working in the financial planning, banking, superannuation, insurance and futures broking industries. More than 13 of those years have been as a Principal in Financial Planning Businesses. David has an Advanced Diploma in Financial Planning from Deakin University and is an Affiliate Member of the Financial Planning Association and holds specialist qualifications in ASX Listed Products (Accreditation Course-LPAC).
John McLoughlin
With over 35 years experience, John is able to successfully utilise his broad financial markets knowledge and lengthy experience to assist individuals, family groups, trustees of self-managed superannuation funds and small corporations/business. With decades of experience, John’s aim is to make complex issues simple.
Dr. Andrew Ludekens
Over two decades, Andrew has led and participated in transactions with a focus on financial services, including adviser services and listed & managed investments, Sectors of interest include aged care, agriculture, property & fixed interest. Andrew is responsible for product & service development, including innovation & growth.
Evelyne Albrecht
Evelyne Albrecht is a Certified Compliance Professional running her own business Albrecht Compliance Consulting, providing compliance services to the financial services industry and working with Banyan Securities to assist in providing effective compliance management. Evelyne has significant experience in compliance since 2001, including senior roles with the Guild Group, Snowball Group and Lonsdale Financial Group. Evelyne has completed a law degree in Switzerland and a Diploma of Financial Services.
Hizni Haleem
Hizni is an Operations Manager covering over 10 years of working experience in the Financial Planning industry with a Management & Accounting background. Holds an expansive expertise in AFSL operations, responsible for AFSL acquisitions.