Our wealth management team

Whether you're looking to plan, grow or protect your wealth, a BankVic financial planner can help you get there.  

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 Au-Nheu, BA, ADFP - Senior Financial Planner

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 Wadhwani, Dip FP - Superannuation Sales and Administration Consultant

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 Guyer, ADFS - Quality Assurance Consultant

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 Cao, B.Ec, M.F.M, MPAcc  - Client Relationship Consultant

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 Sheng, BEcon - Client Relationship Consultants

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.

Contact us today to make an appointment

BSB: 704 230

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