Our History

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

Wills Zoch Financial Services Pty Ltd, the financial planning business that grew from Wills Zoch & Co Accountants (now trading as Progression Group) merged its business with that of Mr Raymond Page, an independent practitioner, while at the same time acquiring 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), authorizing Banksia Partners 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 by an APRA regulated institution
  • Managed Investment schemes (managed funds)
  • ASX listed shares and other ASX listed securities 
  • Life insurance investment products & 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, licensing arrangements, or any other conflicts of interest associated with financial product manufacturers.

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