About Us

Our Company

Banksia Partners Pty Ltd was established in 2004 with the merger of three separate financial planning practices:

  • Wills Zoch Financial Services Pty Ltd, the financial planning business that grew from the successful accounting business of Wills Zoch & Co (now HWZ Partners Pty Ltd)
  • Merger with the business of Mr Raymond Page, an independent practitioner
  • Acquisition of BHT Financial Services Pty Ltd, the financial services arm of BHT Partners Chartered Accountants based in the Melbourne suburb of Eltham

In May 2005 Banksia Partners Pty Ltd was granted an Australian Financial Services License (AFSL No 287080) by the Australian Securities and Investments Commission (ASIC) authorising us to provide financial advice on a wide range of financial products including:

  • Basic deposit products
  • Debentures, bonds, term deposits, etc, issued by a government or APRA regulated institution
  • Managed investment schemes (managed funds)
  • ASX listed shares and other ASX listed securities
  • Life insurance investment products and life risk insurance products
  • Superannuation

Today, Banksia Partners operates from one office located at 460 Lower Heidelberg Road in the Melbourne suburb of Heidelberg and operates independently from the influence of institutional ownership or licensing arrangements.