David Benney CFP^® – Financial Adviser | Director

Certified Financial Planner, ADFP, DFP, Grad Dip App Fin and Investment, B. Ec

Licensed Financial Adviser – since 1993

David is an experienced financial services professional and founding Director of Bastion Financial Group. He specialises in advising clients grow and protect their family wealth.

Together with co-founder Naomi Mee-Martino, he organised and crafted Bastion Financial Group, a new-era financial advisory practice. Their shared goal is to ensure the highest standards of expert and effective advice to a select group of prosperous and discerning clientele.

David assists emerging professionals, business owners, executives, health professionals and wealthy families. He enjoys solving financial challenges and preparing effective solutions for long-term financial success, working closely with individuals and families.

David and team prepare financial solutions tailored to each client’s unique set of circumstances. The solutions are set out in the Blueprint Financial Plan which includes Bastion’s strategic recommendations, and future financial outcomes.

We specialise in advising on and tax planning for significant financial changes such as the sale of business interests and properties, inheritances, and financial settlements from divorce.

David enjoys collaborating with client’s professional Advisers, such as Accountants, Lawyers, and Bankers. This is critical to achieve the best outcomes for clients in tax planning, wealth creation and transfer. We offer access to a trusted panel of expert professional Advisers if needed.

It is especially important to David that client assets are legally protected, and tax-effectively entrusted to the next generation, via meticulous Estate Planning. This can include Discretionary Family Trusts and managing the investments within.

David is a devoted husband to Jodie and a proud father to two fine young men, Christian and Ryan. He regularly trains with his local Masters swim squad, enjoys the beach, and tackles golf.

Tel: (08) 6225 5150
Mobile: 0407 770 782
Email: David@bastionfinancialgroup.com.au

Naomi Mee-Martino CFP^®  – Wealth Manager | Director

A Certified Financial Planner, Naomi is co-Founder and Director at Bastion Financial Group and whose experience from the boutique private practice and corporate worlds lends itself perfectly towards delivering ‘Advice excellence’ to Bastion clients.

Naomi possesses a profound understanding of the intricate dynamics inherent in advising high-net-worth individuals, navigating complex business structures, and addressing the multifaceted financial planning needs of the family groups that sit underneath. Naomi helps clients address needs such as complex succession and legacy planning requirements, the importance of building diversified wealth across the right structures (including SMSF’s), and providing risk management strategies and solutions. Naomi works closely with clients as a pro-active strategic wealth manager, doing so in concert with their external accounting and legal advisers ensuring optimal outcomes for Bastion clients.

A staunch advocate for professionalism and ethics, Naomi is Chair for the WA Chapter of the Financial Advice Association of Australia (FAAA) and contributes her expertise as a member of the School of Economics, Accounting, and Finance (SAEF) Financial Planning Discipline Advisory Panel at Curtin University.

Naomi is a big believer in life-long learning and was proud to attain the internationally recognised Certified Financial Planner (CFP®) professional designation in 2018 while working full time, and as a mother to two young children.

Firmly believing that we all have an equally valuable contribution to make, regardless of gender or background – Naomi supports the importance of diversity in the financial services profession, and across all disciplines.

Naomi enjoys keeping fit, good food (but not cooking!), classical music, reading and taking in new travel experiences with her family.

Tel: (08) 6225 5150
Mobile: 0413 917 698