Financial advisers

BankSA is committed to supporting and servicing Financial Advisers. For over 10 years our team of dedicated Financial Adviser Industry Relationship Managers have provided effective financial solutions drawing on their wealth of experience working with the financial planning profession.

Industry Issues - We understand that the industry has been through a period of challenge which has meant constant change in the strategy of the business over recent times. A banker that is abreast of issues such as falls in stock markets and proposed legislative changes to commission payments is imperative to support your banking needs. Our Relationship Managers will work with you to ensure you are always on the front foot.

Practice Solutions - Whether you want to plan for succession, acquire another financial advisory practice, purchase or lease capital assets, refinance existing practice debts, or grow your practice by lending against goodwill, our solutions will be customised to your evolving needs.

Relationship Management - With over 10 years of experience working with financial adviser practices, we understand the unique needs of owners to successfully run their business. We create truly personalised solutions for your business needs as well as your personal finances.

Stable Bank Contacts - Like the financial advisory profession, the quality of our staff is what makes the difference. Our staff are fully trained in your industry’s financial dynamics and with one of point of contact being your Relationship Manager, you’ll always receive personalised service and the right financial solution for your practice’s needs.