Our Staff

The Benchmark Team

Introducing our friendly, supportive, close-knit team at Benchmark Financial Services.

Name: David Silver
Role: Financial Adviser/Director
B.Bus (Financial Planning)
Experience: David has worked in the financial advice industry since 2001 after completing a Degree at RMIT in Business, majoring in Financial Planning.David focuses on holistic financial advice, which includes both wealth accumulation and protection strategies. These strategies include advice relating to superannuation, life insurances, investments (including shares) and estate planning.
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David believes in long term, professional relationships with his clients based on trust and a valued wealth planning service. He tailors client strategies to their individual circumstances. He founded Benchmark Financial Services in 2007 with his business partner, Rosanne Joyce, and has seen Benchmark grow through client referrals and a network of related financial professionals.

David has access to a range of complimentary advice services through the support of Benchmark’s professional referral network including solicitors, accountants and mortgage brokers. As a Corporate Authorised Representative of  Financial Services Partners, David has access to high quality financial products, extensive market research and business development tools, and training that helps deliver quality services to clients. David’s deep knowledge of the needs of medical professionals has also led the business to be part of the Private Practice Network, which means he can cater specific solutions to the financial needs of such professionals.

When David is not at the office or meeting with clients, he can often be found at the MCG supporting the mighty Collingwood Magpies. At the moment his ‘children’ come in the form of two staffie pups, which get spoilt by David and his wife, Veronica. David also enjoys a game of golf and is happy to organise an ‘on course meeting’ for any clients who are interested!

David is here to help you grow your wealth faster, manage it better and safeguard it more effectively, to build a financial future that you may otherwise have not achieved.

Name: Rosanne L. Joyce
Role: Financial Adviser/Director
Experience: Rosanne began working in the Financial Planning industry in 1993. Since that time, she has helped many clients work towards realising their financial goals. Rosanne has completed an Advanced Diploma of Financial Planning and has equity in the business. Prior to working in the financial planning industry, Rosanne was a teacher, Financial Planning can be complex but Rosanne is ideally placed to educate her clients on their options and work with them to select the right advice strategies.
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Rosanne began working in the Financial Planning industry in 1993. Since that time, she has helped many clients work towards realising their financial goals. Rosanne has completed an Advanced Diploma of Financial Planning and has equity in the business. Prior to working in the financial planning industry, Rosanne was a teacher.

Financial Planning can be complex but Rosanne is ideally placed to educate her clients on their options and work with them to select the right advice strategies. Rosanne spent many years preparing financial plans as a paraplanner, before becoming an adviser. During that time she built her knowledge around the technical issues relating to superannuation, wealth accumulation, Centrelink, retirement planning strategies, and self managed superannuation funds.

“I became an adviser because I felt I could offer clients a personalised, simple, easy to understand approach to their financial planning needs. I found helping people achieve their goals rewarding” says Rosanne. “I believe in creating a trusting association and mutually honest communication which is vital in maintaining strong relationships with clients.”

Rosanne is a member of the SMSF Professional’s Association of Australia (SPAA).
When Rosanne is not assisting her clients, you may find her gardening, reading or spending time with family.

Name: Michelle Harrison
Role: Adviser Support/ Office Manager
Experience: Michelle has long term experience in the industry and joined Benchmark in 2014. Michelle previously worked as a Financial Adviser and as such has become a very valuable part of the team working in support of David and Rosanne.

Michelle can be of assistance for any insurance and portfolio valuation queries.

Name: Elizabeth Hutson
Role: Client Services Officer
Experience: Liz joined the team in early 2008 and has proven to be an invaluable asset. Liz works part-time and has had previous experience in paraplanning, giving her a broad knowledge of the processes involved with client Reviews and Statements of Advice. She is involved with trading equities for clients, updating investment portfolios and ongoing client communications.
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If you have any queries in relation to the following, please contact Liz who will be able to assist you with the following:

  • Application form queries
  • Notification of change of address/phone/email details
  • General portfolio questions (not Advice related)
Name: Rodolfo Caolboy
Role: Adviser Support/ Advice Implementation
Experience: Rodolfo has worked in the financial services industry since 2002 in a variety of roles including as a Financial Adviser.  He joined Benchmark in August 2015 as a Customer Service Officer, providing administrative work such as portfolio reviews, implementation and financial modelling.

Rodolfo has completed a Bachelor of Commerce Degree through Deakin University majoring in Economics, Financial Planning and eCommerce Management.

Name: Rosanna Centofanti
Role: Customer Services Officer
Experience: Rosanna Centofanti has worked in the banking and financial services industry for the last twenty years. She gained extensive experience in improving client services, administration functions and systems as Head of Client Services for a boutique financial planning firm. Rosanna brings a wealth of knowledge of client service functions, day to day running of the client service area and  building client relationships. Rosanna also loves reading and eating out with friends and family.
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Name: Angelique Domingo
Role: Client Service Officer
Experience: Angelique has worked in the financial services sector since 2014 and joined the Benchmark team earlier this year as a Client Services Officer. Angelique’s knowledge of Xplan (our specialist financial planning software system) is resulting in better service outcomes for our valued clients. She is also with us to assist with the implementing new business for Benchmark clients and providing general support to David and Rosanne.

Angelique started in the industry working in an administration role. She is continuously improving her knowledge of financial planning strategies and is focused on providing positive outcomes for our clients.

Angelique is the most fanatical drinker of coffee we have welcomed to Benchmark yet.

Testimonial

I am very grateful for the personal touch which Rosanne and David have always provided with my financial planning. They have always advocated the long term approach and my Portfolio has experienced excellent growth as a result. I have had a very long term association with Rosanne, David and John & I look forward to continuing to plan my financial future with their professional guidance.
Thank you sincerely for the generous amount of time spent on advising me on all financial and insurance matters. After making a significant professional change, John made me aware of the need to reassess my income protection insurance cover. As it turns out, the new policy which I purchased as advised by John, covered me for my recent out of work accident.
Thank you sincerely for the incredible assistance and advice regarding the insurance claim made recently for lost income due to illness. I recall how Rachael made me aware of the need to reassess my income protection insurance cover many years ago and thinking I would never need it. As it turns out, the new policy which I purchased as advised by Rachael, covered me for my recent illness which caused me to not be able to work for 3 months.
Rosanne, David & John have managed my Portfolio for 17 years now and in that time their service has always exceeded my expectations. They continue to ensure my financial needs are met and that I am fully informed with the reasonings behind their recommendations. I feel very comfortable knowing that Rosanne & David are managing my finances and have full confidence that their approach to financial planning will continue to produce excellent results for their clients
All good businesses to be successful need to be credible and have honest and reliable people directing and working for them.Some fifteen years ago prior to my retirement I was looking for a sound financial adviser to look after my assets.

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