ABOUT US

Getting the right information to the right banker at the right time to deliver the right results – that’s the Balanz way

Why Balanz?

Organising funding can be complex, time-consuming and often costly. As a result, the majority of businesses and individuals have less than optimal funding arrangements in place – yet many don’t even know it. As your partner in finance we help you to strategically navigate the finance landscape so that you get the funding arrangements you need to succeed – that’s the Balanz difference.

Our Clients

Our clients range from first home buyers to SMEs and through to ASX-listed companies. We work with individuals and businesses looking to secure new funding typically between $500k and $100M, or clients simply wanting to know if their current funding arrangements are competitive. Our Balanz team has experience working with clients throughout Australia within a wide range of industries including property, professional services, home lending, manufacturing, retail, agriculture, hospitality, medical, mining and more.

Our Team

Our people are our greatest strength. Our breadth of industry experience and depth of talent is evident when you meet the team – we have worked within the largest banks in Australia, reaching senior levels. With Balanz, your funding arrangements are in safe hands.

Christine Kim

Christine has over 16 years’ experience in business banking, a very experienced senior relationship manager with strong lending & credit skills both in business & consumer lending in a broad range of industries. Christine is passionate about providing the right funding solution and pursuing the best outcome. The main driver Christine joins the Balanz team after over 16 years at major bank is to be able to work more closely w

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christine.kim@balanz.com.au

p.

0401 325 128

Peter Stafford

Peter has extensive experience in business and corporate banking in addition to operational risk management after leading large teams both in customer facing and operational roles. Peter joins the Balanz team after 35 years at nab where he was Corporate Banking Director, Regional Business Executive and Head of Business Banks Operational team for Qld, SA, WA & Agricultural business.

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peter.stafford@balanz.com.au


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0431 013 455

Scott Buffier

Scott has more than a decade experience in corporate banking and financial services, specialising in debt structuring and business lending. He has assisted clients of varied sizes across a broad range of industries, with particular experience in consumer goods; transport and logistics; hospitality; property and construction, as well as professional services. Scott enjoys truly partnering with clients long-term to help achieve

Read More

Read Less

E.

scott.buffier@balanz.com.au

p.

0411 746 929

George Sha 沙曉陽

Starting his career with almost a decade with one of the Big 4 banks, George has demonstrated his acumen as a business builder not afraid to challenge traditional financier thinking. He is an active ambassador within the Asian business community, and is engaged by many to be their voice at the table for complex and detailed negotiations with financiers and professional services firms.

Read More

Read Less

E.

george@balanz.com.au

p.

0421 548 747

Abdul Osman

Abdul has 15 years banking and finance experience working with small to medium enterprise through to corporate clients in a diverse range of industries. Having spent the majority of his career in client facing roles, Abdul has a proven track record of providing excellent support, service and advice to clients to ensure success now and into the future. His ability to think outside the square in order to achieve the optimum outc

Read More

Read Less

E.

abdul.osman@balanz.com.au

p.

0412 716 420

Angus Chrisp

Angus joined the Balanz team with over 15 years specialising in Agribusiness finance across Australia and New Zealand. He draws upon his experience to understand the specialised needs of agribusinesses, and to assist with providing suitable financing options. Angus is passionate about helping his clients to grow their businesses, and assisting with their cashflow. Outside of work, Angus can be found at the rugby grounds coachi

Read More

Read Less

E.

angus.chrisp@balanz.com.au

p.

0457 552 396

Joe Wood

Joe was the first staff member to join Balanz and has been with the company since 2015. Over these last five years he has worked across all channels of the business, and looked after clients in most sectors. Joe uses his relationships, knowledge, and skills to deliver trusted advice and positive outcomes, with high level client service and ongoing support at the heart of what he does. Joe recently transitioned to a director and manages the residential lending and asset finance portfolios for Balanz and also specialises in looking after trading business and commercial property (development and investment) in the sub $3mil space.

Read More

Read Less

E.

joe.wood@balanz.com.au

p.

0481 172 100

John Aird

John has over 20 years’ experience working in the finance industry with major banks in both business and retail banking segments. John worked with Nab for 18 years and spent 3 years with Westpac as a Senior Business Manager with the last 7 years in the Health Industry specialising in pharmacy, dental, GP practices and hospitals. Prior to The Health industry area, John also worked in the general Business banking sector as a Business Manager and has gained extensive experience across a wide range of industries and has a comprehensive understanding of the drivers of growth, profitability and cash-flow and can deliver financing options to help achieve your goals.

Read More

Read Less

E.

john.aird@balanz.com.au

p.

0405 889 026

Kerry Gillan

Kerry is a finance executive with broad industry experience encompassing retail, business, corporate and institutional banking. Kerry is the former State Director of NAB’s Institutional Banking business in Qld, and has proven expertise in providing clients with unparalleled advice, service and support, particularly with complex / time critical transactions that require high levels of project and stakeholder management.

Read More

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E.

kerry.gillan@balanz.com.au

p.

0437 607 815

Katherine Ure

Katherine has over 15 years experience in the professional services sector. Having worked for PricewaterhouseCoopers in external audit, she undertook further studies before continuing to assist corporate clients Australia-wide in a specialist area of tax consulting for a number of years. Most recently Katherine held a strategic role for over 5 years in a unique and complex large-scale property development and operations project. In everything she does, Katherine is passionate about supporting individuals and businesses to achieve their goals.

Read More

Read Less

E.

p.

Stephen Corbett

Stephen joined the Balanz team after a career in finance that saw him develop and refine his skills working with a range of industries and operations either directly as their banking manager or indirectly as the North QLD regional manager. When away from work you can normally find Stephen enjoying fishing with his two young boys.

Read More

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E.

stephen.corbett@balanz.com.au

p.

0428 838 426

Darren de Jong

Darren has more than a decade of experience in business and corporate banking in both client facing and operational leadership roles. Before this period, Darren worked in a number of enterprises across Australia and Japan. Subsequently, he served as a Director in the hydrology sector and currently assists his wife, a Pharmacist, with their retail chemist business. Darren is a solutions focused advisor with a keen analytical mind and a track record of generating stakeholder value for his clients.

Read More

Read Less

E.

darren.dejong@balanz.com.au

p.

0403 888 739

Edwin Jan

Ed has over 15 years experience working in the finance industry working for major banks in the corporate and business banking segments. In the last 4 years he has specialised in the Hospitality sector however also has extensive experience across a number of industries and is well qualified to understand your business and deliver financing options to help you achieve your long term strategy. Ed is passionate about helping people achieve their business goals.

Read More

Read Less

E.

edwin.jan@balanz.com.au

p.

0413 996 480

Anne-Merrie (Anna) Hughes

Anna is a qualified Chartered Accountant and BAS Agent. She has over 20 years’ experience working in Chartered Accounting firms, large multinational companies and local businesses. Anna has now established her own business providing consulting, accounting and bookkeeping services to businesses across a variety of industries. Anna supports the Balanz team, bringing a wealth of accounting experience and knowledge.

Read More

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E.

p.

Paul Godfrey

Paul has joined Balanz while completing a Bachelor of Advanced Finance and Economics (Honours). He has a robust financial modelling background which he draws upon to assist clients through debt analytical work and cash flow solutions. Paul is passionate about all aspects of lending, with a keen intent to deliver exceptional service to his clients.

Read More

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E.

paul.godfrey@balanz.com.au

p.

0429 726 850

Jason Liu 刘正桢

Jason has double Masters degrees (applied finance and professional accounting) which gives him a strong financial and accounting background. He has multinational banking experience in both Australia and China, and a proven track record of providing excellent service and advice to clients.

Read More

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E.

jason.liu@balanz.com.au

p.

0430 998 821

Vinay John

Vinay comes in with hands-on experience managing lending portfolios of unlisted companies across multiple sectors & raising debt capital from primary markets. He has led the financial & technology development of a social impact venture which he co-founded while also enabling funding for small businesses. He is an engineer with a post graduate degree in management. His hobbies include growing fruit trees & concocting delicious curries.

Read More

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E.

vinay.john@balanz.com.au

p.

0468 844 135

Nathanael Mayberry

Nathanael has joined Balanz while completing a Master of Economics. With a background in financial modelling and interest in data analysis, Nathanael is passionate about providing tailored solutions to maximise client outcomes at Balanz. In every minute of his free time, you will find Nathanael hiking Australia’s beautiful mountains.

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nathanael.mayberry@balanz.com.au

p.

0424 574 037

Nathanael Mayberry

Nathanael has joined Balanz while completing a Master of Economics. With a background in financial modelling and interest in data analysis, Nathanael is passionate about providing tailored solutions to maximise client outcomes at Balanz. In every minute of his free time, you will find Nathanael hiking Australia’s beautiful mountains.

E.

nathanael.mayberry@balanz.com.au

p.

0424 574 037

Vinay John

Vinay comes in with hands-on experience managing lending portfolios of unlisted companies across multiple sectors & raising debt capital from primary markets. He has led the financial & technology development of a social impact venture which he co-founded while also enabling funding for small businesses. He is an engineer with a post graduate degree in management. His hobbies include growing fruit trees & concocting delicious curries.

E.

vinay.john@balanz.com.au

p.

0468 844 135

Jason Liu 刘正桢

Jason has double Masters degrees (applied finance and professional accounting) which gives him a strong financial and accounting background. He has multinational banking experience in both Australia and China, and a proven track record of providing excellent service and advice to clients.

E.

jason.liu@balanz.com.au

p.

0430 998 821

Paul Godfrey

Paul has joined Balanz while completing a Bachelor of Advanced Finance and Economics (Honours). He has a robust financial modelling background which he draws upon to assist clients through debt analytical work and cash flow solutions. Paul is passionate about all aspects of lending, with a keen intent to deliver exceptional service to his clients.

E.

paul.godfrey@balanz.com.au

p.

0429 726 850

Anne-Merrie (Anna) Hughes

Anna is a qualified Chartered Accountant and BAS Agent. She has over 20 years’ experience working in Chartered Accounting firms, large multinational companies and local businesses. Anna has now established her own business providing consulting, accounting and bookkeeping services to businesses across a variety of industries. Anna supports the Balanz team, bringing a wealth of accounting experience and knowledge.

E.

p.

Edwin Jan

Ed has over 15 years experience working in the finance industry working for major banks in the corporate and business banking segments. In the last 4 years he has specialised in the Hospitality sector however also has extensive experience across a number of industries and is well qualified to understand your business and deliver financing options to help you achieve your long term strategy. Ed is passionate about helping people achieve their business goals.

E.

edwin.jan@balanz.com.au

p.

0413 996 480

Darren de Jong

Darren has more than a decade of experience in business and corporate banking in both client facing and operational leadership roles. Before this period, Darren worked in a number of enterprises across Australia and Japan. Subsequently, he served as a Director in the hydrology sector and currently assists his wife, a Pharmacist, with their retail chemist business. Darren is a solutions focused advisor with a keen analytical mind and a track record of generating stakeholder value for his clients.

E.

darren.dejong@balanz.com.au

p.

0403 888 739

Stephen Corbett

Stephen joined the Balanz team after a career in finance that saw him develop and refine his skills working with a range of industries and operations either directly as their banking manager or indirectly as the North QLD regional manager. When away from work you can normally find Stephen enjoying fishing with his two young boys.

E.

stephen.corbett@balanz.com.au

p.

0428 838 426

Katherine Ure

Katherine has over 15 years experience in the professional services sector. Having worked for PricewaterhouseCoopers in external audit, she undertook further studies before continuing to assist corporate clients Australia-wide in a specialist area of tax consulting for a number of years. Most recently Katherine held a strategic role for over 5 years in a unique and complex large-scale property development and operations project. In everything she does, Katherine is passionate about supporting individuals and businesses to achieve their goals.

E.

p.

Kerry Gillan

Kerry is a finance executive with broad industry experience encompassing retail, business, corporate and institutional banking. Kerry is the former State Director of NAB’s Institutional Banking business in Qld, and has proven expertise in providing clients with unparalleled advice, service and support, particularly with complex / time critical transactions that require high levels of project and stakeholder management.

E.

kerry.gillan@balanz.com.au

p.

0437 607 815

John Aird

John has over 20 years’ experience working in the finance industry with major banks in both business and retail banking segments. John worked with Nab for 18 years and spent 3 years with Westpac as a Senior Business Manager with the last 7 years in the Health Industry specialising in pharmacy, dental, GP practices and hospitals. Prior to The Health industry area, John also worked in the general Business banking sector as a Business Manager and has gained extensive experience across a wide range of industries and has a comprehensive understanding of the drivers of growth, profitability and cash-flow and can deliver financing options to help achieve your goals.

E.

john.aird@balanz.com.au

p.

0405 889 026

Joe Wood

Joe was the first staff member to join Balanz and has been with the company since 2015. Over these last five years he has worked across all channels of the business, and looked after clients in most sectors. Joe uses his relationships, knowledge, and skills to deliver trusted advice and positive outcomes, with high level client service and ongoing support at the heart of what he does. Joe recently transitioned to a director and manages the residential lending and asset finance portfolios for Balanz and also specialises in looking after trading business and commercial property (development and investment) in the sub $3mil space.

E.

joe.wood@balanz.com.au

p.

0481 172 100

Angus Chrisp

Angus joined the Balanz team with over 15 years specialising in Agribusiness finance across Australia and New Zealand. He draws upon his experience to understand the specialised needs of agribusinesses, and to assist with providing suitable financing options. Angus is passionate about helping his clients to grow their businesses, and assisting with their cashflow. Outside of work, Angus can be found at the rugby grounds coachi

E.

angus.chrisp@balanz.com.au

p.

0457 552 396

Abdul Osman

Abdul has 15 years banking and finance experience working with small to medium enterprise through to corporate clients in a diverse range of industries. Having spent the majority of his career in client facing roles, Abdul has a proven track record of providing excellent support, service and advice to clients to ensure success now and into the future. His ability to think outside the square in order to achieve the optimum outc

E.

abdul.osman@balanz.com.au

p.

0412 716 420

George Sha 沙曉陽

Starting his career with almost a decade with one of the Big 4 banks, George has demonstrated his acumen as a business builder not afraid to challenge traditional financier thinking. He is an active ambassador within the Asian business community, and is engaged by many to be their voice at the table for complex and detailed negotiations with financiers and professional services firms.

E.

george@balanz.com.au

p.

0421 548 747

Scott Buffier

Scott has more than a decade experience in corporate banking and financial services, specialising in debt structuring and business lending. He has assisted clients of varied sizes across a broad range of industries, with particular experience in consumer goods; transport and logistics; hospitality; property and construction, as well as professional services. Scott enjoys truly partnering with clients long-term to help achieve

E.

scott.buffier@balanz.com.au

p.

0411 746 929

Peter Stafford

Peter has extensive experience in business and corporate banking in addition to operational risk management after leading large teams both in customer facing and operational roles. Peter joins the Balanz team after 35 years at nab where he was Corporate Banking Director, Regional Business Executive and Head of Business Banks Operational team for Qld, SA, WA & Agricultural business.

E.

peter.stafford@balanz.com.au


p.

0431 013 455

Christine Kim

Christine has over 16 years’ experience in business banking, a very experienced senior relationship manager with strong lending & credit skills both in business & consumer lending in a broad range of industries. Christine is passionate about providing the right funding solution and pursuing the best outcome. The main driver Christine joins the Balanz team after over 16 years at major bank is to be able to work more closely w

E.

christine.kim@balanz.com.au

p.

0401 325 128
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