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®
Our financial planners are members of the Financial Planning Association.
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.
Anna Vilkova
Financial Planning Manager
Chris Rendall
Certified Financial Planner®
Steve Garcia
Investment Analyst
Julia Cummings
Certified Financial Planner®
Anna Vilkova
Financial Planning Manager
Anna holds a Bachelor of Commerce and Bachelor of Economics degree, as well as a Diploma of Financial Planning. She is currently completing the CERTIFIED FINANCIAL PLANNER® program.
My Advice Philosophy:
“I have always wanted to help people and financial planning is a career that allows me to use my skills and abilities to do that. I enjoy solving the complex financial issues clients face. Benchmark Strategic allows me to help people financially and never have to compromise what I believe is best for my clients.”
Chris Rendall
Certified Financial Planner®
Chris has been a part of the financial planning industry since 2001. His formal qualifications include a Bachelor of Commerce from the University of Queensland and a Diploma of Financial Planning from Deakin University.
Experience
- Senior Associate, Creative Financial Group
- Principal, Epica Wealth Partners
- Wealth Management Advisor, United Capital
In 2005, Chris attained the internationally recognised designation of Certified Financial Planner (CFP), which is the highest professional designation awarded by the Financial Planning Association of Australia (FPA) and is internationally recognised.
In 2008 and 2010, Chris placed among the top 20 financial advisers in Australia as ranked by AFR Smart Investor Magazine.
Steve Garcia
Investment Analyst
Steve holds a Bachelor of Business degree, and has completed the Advanced Diploma of Financial Planning. He is currently completing the CERTIFIED FINANCIAL PLANNER® program.
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, Steve joined Benchmark Strategic in 2011.
Steve has a particular interest in providing tailored financial and investment advice to help clients build passive income streams to meet their retirement income objectives.
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.
Julia has a particular interest in providing tailored financial and investment advice to help clients build passive income streams to meet their retirement income objectives.
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.
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.
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.
Chris Rendall
Certified Financial Planner®
Chris has been a part of the financial planning industry since 2001. He placed among the top 20 financial advisers in Australia…
See the full staff
No matter what stage of your financial life your are in, we can help you make the most of what you have!