The Navwealth Team is both highly educated and very experienced, with a
combined 70 years of financial services experience. Within the team are specialists in the areas of Self Managed Superannuation, Debt Structuring,
and UK Pension Transfers.
  Craig Banning is a Certified Financial Planner with over 17 years experience
as a financial planer. Craig believes very strongly in Navwealth’s Values
based financial planning methodology after many years of witnessing clients benefit from determining what is important to them in life before commencing
a financial strategy.

Craig also believes that clients will only see the true value of what
financial planning advice offers when a client enters into an ongoing
review program with the right planner. Craig believes “The best written
initial financial strategy could be worthless unless clients are coached
on an ongoing basis as their life events can cause their strategy to
change over time”.

Craig also has extensive experience in proving advice to self-managed
superannuation trustees and Craig is a Specialist member of the Self
Managed Super Fund Professional Association.

  Stuart Hollman is a Certified Financial Planner and has been Financial
Planning since 1998. After running his own Financial Planning business
from 2002, he joined the Navwealth Team in 2005 and took an equity
stake in the business in 2007.

Stuart made the move to Navwealth due to the reputation of Navwealth
(formerly Banning Financial Services) as a high end, innovative, and client
centric Financial Planning practice – “the values based financial planning methodology that Craig Banning has developed over the years was the
'x factor’ that grabbed my attention. It is absolutely core to ‘real and
purposeful’ financial planning … I could never go back to standard
Financial Planning now”.

 

Andrew Wem is a Certified Financial Planner and an Accredited Mortgage
Broker and has been Financial Planning since 1999. In 2006 he made the
decision to move to a Financial Planning practice that had a track record of providing comprehensive, strategy based advice to a limited number of ‘high touch’ clients.

Andrew saw that within Navwealth Financial Group there was a huge
opportunity in the debt space for his services and plenty for him to learn
in the Values Based Advice area. He is now an integral part of the Navwealth team, providing strategic and product debt solutions to Navwealth clients to ensure that their debts are structured in a manner that most effectively
dovetails into their Financial Planning.
  Craig Bigelow has an Advanced Diploma of Financial Services (Financial
Planning) and has been a financial planner since 2005. After previously
working with a high volume of clients in his previous role, Craig was
attracted to the idea of the “ideal client community” that is prominent at Navwealth as well as the experience and professionalism of the team.

Craig was immediately drawn to the values based financial planning
model that has been developed as it has shown Craig the true value of
Financial Planning. As with Stuart, having now experienced this more
complete and wholistic financial planning methodology, Craig could never
see himself going back to standard financial planning again!
 

Ellie Thompson is a Certified Financial Planner and has 36 years
experience in superannuation and financial planning.

Ellie joined Navwealth Financial Group (formerly Banning Financial Services)
in 2001 and currently holds a dual role as the "Client Relationship Manager"
and "Practice Manager".

The combination of being a Certified Financial Planner along with Ellie's
industry experience makes Ellie a vital cog in the Navwealth Team. Ellie is
the first point of client contact for most non-advice related issues and is responsible for administration and implementation for all clients within the Navwealth Ideal Client Community.