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 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 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.
Adam has 15 years’ experience in banking, most recently as a senior specialist assisting trade and working capital businesses. Prior to entering banking, Adam worked in tax accounting for five years. His advanced knowledge of business life cycles, cash drivers, projections and feasibilities mean he understands business needs and the products and services to best meet those needs. Adam is widely regarded for his friendly manner and his ability to translate complex financial jargon into plain English. Outside work Adam is a Masters Cyclist, competing in track and road racing events and also riding at a more leisurely pace with his wife and two young boys.
Andrew has more than 25 years’ experience working within the finance industry within the areas of Institutional, Corporate and most recently Business Banking. His experience includes working with privately and publicly owned companies to develop finance solutions for key transport infrastructure, growth, acquisitions, and best use of capital strategies. He has sat on due diligence committees for the initial public offering of companies to the ASX, produced cross-border funding solutions and debt funded the acquisition of offshore assets. In addition, he has also worked for a private equity firm on the integration and corporatisation of small business acquisition targets. Andrew is passionate about helping his clients grow their business and their wealth.
Adi has proven industry knowledge within consumer lending, with a key focus on residential mortgages. After completing a Bachelor of Advanced Business (Honours), he gained experience in client facing roles where he enjoyed providing tailor-made lending solutions, support and advice aligned with his client’s goals. Adi is passionate about lending, and strives to provide impeccable service to his clients.
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.
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.
Paul joined Balanz after completing a Bachelor of Advanced Finance and Economics (Honours) in 2021. 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.
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.
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.
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.
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.
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.
Mitch is a lending specialist with extensive experience in small business lending, asset finance and home loans in particular. He is passionate about helping clients achieve their business, investment and property goals, and prides himself on supporting clients every step of their finance journey. Outside of work, you’ll often find Mitch at the beach, at the gym, or out and about climbing mountains.
Andy joined Balanz after experience as a specialist tax consultant (R&D), where he was exposed to a vast range of business and industry challenges whilst developing a passion for high quality and value-adding client service. Andy has completed a Bachelor of Commerce majoring in Finance at the University of Queensland. Outside of work, Andy is a keen football player and competes in the National Premier League.
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 coaching his 3 children.
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 outcome is evident in the structuring and execution of transactions for his clients.
George co-founded Balanz after a decade career in banking and finance industry in 2014. 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.
Dylan has joined the Balanz team with a background in financial services. Dylan’s energy and enthusiasm is boundless - he prides himself on excellent client service and supporting people to achieve their financial goals, especially in the areas of small business lending; asset finance and home loans. Outside of work, Dylan is passionate about good coffee, and even co-owns a great café and wine bar in his local Townsville.
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.
Katie is a graduate from Massey University (New Zealand) with a Bachelor of Agribusiness. Having majored in International Agribusiness, she is knowledgeable in navigating the international food, feed, and fibre market, with firsthand experience working for and with export focused clients. Having grown up working in dairy farming prior to university, Katie is aware of the day-to-day operational requirements of her clients and she strives to produce the best possible outcome and deliver value given the constraints these businesses face.
2020 Balanz Pty Ltd ABN 56 167 363 411
Credit Representative 453982 is authorised under Australian Credit Licence 389328
Disclaimer: Your full financial situation would need to be reviewed prior to acceptance of any offer or product