Licence from ASIC
We have applied for a licence from Australian Securities and Investments Commission.
The Picture Boxes element allows to display a list of features arranged in content boxes with images.
Besides the standalone usage, the Picture Boxes element is also the core part of the following elements:
- Staff
- Recent Posts
- Carousel
Picture Boxes with default image
Member of IFAAA
We are a practicing member of the IFAAA Gold Standard of IndependenceTM.
Certified Financial Planner®
Our financial planners are members of the Financial Planning Association.
Picture Boxes with round image
small image size, image with shadow
Picture Boxes with round image
standard image size
Meet Our Team
Diverse views, common values and a team approach to creating better outcomes.
Integrated Approach
How our approach in serving our clients sets us apart from other advisory firms.
Our Story
20 years of experience understanding the markets and capitalizing on what lies ahead.
Picture Boxes — Staff
top picture, round image
Anna Vilkova
Financial Planning Manager
Chris Rendall
Certified Financial Planner®
Steve Garcia
Investment Analyst
Julia Cummings
Certified Financial Planner®
Picture Boxes on secondary color background
Financial Advice
Comprehensive and objective advice for all your financial questions.
Investment Planning and Strategy
Professionally managed, low cost, and customized to your situation.
Business Advice
Complete business advice service that covers from idea creation to cash flow forecasting.
Retirement Planning
We can help you carefully consider your financial strategy for retirement.
Picture Boxes with filled background
top picture, "image" type
Picture Boxes with filled background
top picture, "icon" type
Picture Boxes with filled background
left picture, "image" type
Picture Boxes with filled background
left picture, "icon" type, 3 columns
Picture Boxes with filled background
left picture, "icon" type, 2 columns
Well-Rounded Experience
Our collaborative team offers the depth and breadth you need to navigate life's decisions. For many of our clients, we operate as their personal CFO, simplifying their lives by providing clarity and answers to the myriad of financial decisions they face every day.
Comprehensive Analysis
Efficient financial planning requires a close look at more than just account values and years to retirement. Our team assesses your insurance coverage, cash flow, investment strategy, real estate portfolio, and more. We review each area within the context of your current situation and long-term goals.
Objective Advice
As an independent firm, we do not have a vested interest in specific products or services that can bias our judgment or recommendations.
Personalized Service
We are a boutique firm and we thrive on building long-term relationships with our clients. Our process is an opportunity for us to get to know our clients exceptionally well.
Icons for the Picture Boxes can be downloaded here:
- Flat Style: Management pack, Business Management pack, Communication and Media pack, and other appropriate packs…
- Yellow Shadow Style: Saving and Investment pack, Business pack, Insurance pack, and other appropriate packs…
- Lineal Styleand Line Style: Education pack, Bank and Finance pack, Saving and Investment pack, and other appropriate packs…
Icons made by Freepikfrom www.flaticon.comare licensed by CC 3.0 BY
Picture Boxes with left aligned image
medium image
Licence from ASIC
We have applied for a licence from Australian Securities and Investments Commission.
Member of IFAAA
We are a practicing member of the IFAAA Gold Standard of IndependenceTM.
Certified Financial Planner®
Optional subtitle
Our financial planners are members of the Financial Planning Association.
Personalized Service
We are a boutique firm and we thrive on building long-term relationships with our clients.
Picture Boxes — Staff
left picture, single column
Julia Cummings
Certified Financial Planner®
Julia holds a Bachelor of Business degree, and has completed the Advanced Diploma of Financial Planning. She has also achieved the CERTIFIED FINANCIAL PLANNER® certification, a standard recognised internationally.
With a decade of experience in financial and investment markets, and having worked in wealth management in both a boutique financial planning firm and a large investment bank, Julia joined Benchmark Strategic in 2008.
See the full staffRecent Posts
Recent Posts with default image
No matter what stage of your financial life your are in, we can help you make the most of what you have!