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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.
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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.
Darrell Edwards
Darrell was a career banker with over 33 years in Corporate, Commercial and Business Banking. He then broadened his horizons into Economic Development, Angel Investing, Innovative Startups, Property Development and Childcare. Coming back his core however gives him the most satisfaction. Helping customers get the best deal from lenders, to acquire and grow their business, create wealth, and maximise their potential.
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darrell.edwards@balanz.com.au
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0411 236 174
Adam Clark
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.
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adam.clark@balanz.com.au
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0401 540 223
Andrew McCleary
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.
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andrew.mccleary@balanz.com.au
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0418 345 068
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
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0424 574 037
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.
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jason.liu@balanz.com.au
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0430 998 821
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.
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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.
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edwin.jan@balanz.com.au
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0413 996 480
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.
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stephen.corbett@balanz.com.au
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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.
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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.
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kerry.gillan@balanz.com.au
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0437 607 815
Darren Elderton
Darren has 20+ years’ retail, commercial and specialist banking experience across a range of industries. His strength lies in having experience across all facets of lending, and a network of relationships with a diverse range of industry professionals, which allows him to consider various possible solutions and outcomes ultimately guiding clients to the best possible outcome. Outside of work you can often find Darren at the Queensland Art Gallery of Modern Art or enjoying a movie.
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darren.elderton@balanz.com.au
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0493 727 804
Andrew Pengelly
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.
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andrew.pengelly@balanz.com.au
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0430 935 504
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 coaching his 3 children.
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angus.chrisp@balanz.com.au
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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 outcome is evident in the structuring and execution of transactions for his clients.
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abdul.osman@balanz.com.au
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0412 716 420
George Sha 沙晓阳 (联合创始人)
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.
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george@balanz.com.au
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0421 548 747
Dylan Pappalardo
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.
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dylan.pappalardo@balanz.com.au
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0404 927 874
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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0448 953 778
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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