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SecurityWe are a bank that comes to you and provides face-to-face support to the community.
Our friendly Relationship Officers make on-site visits to schools and education organisations, and can be found at conferences we sponsor and numerous events.
When out and about in the community, our experienced Relationship Officers can cover:
- Relevant and ethical advice staff might need to improve their financial wellbeing.
- Free general financial health checks and home loan health checks.
- Organise a qualified Financial Planner to provide free, in-depth sessions at your workplace on superannuation, salary packaging and retirement planning.
- Attend your Professional Development sessions and present on topics such as money management, superannuation and retirement.
- Be your voice if you need anything followed-up and will share your ideas with the business.
- Updates from Snow Star Credit Union that benefit the community.
Whether it’s a comprehensive information session for staff or a one-on-one appointment, let us help you on your terms.
Contact your dedicated Relationship Officer:
Education and Health Associations
Adrian Wilson
awilson@bankfirst.com.au
0438 559 174
What excites me about my role:
“The opportunity to interact with people that are passionate about the wellbeing of others, everyday.”
Metro West and Metro North Secondary
David Carpi
dcarpi@bankfirst.com.au
0438 559 291
What excites me about my role:
“Helping people sort out their finances.”
Northern Victoria
Shane Koelmeyer
skoelmeyer@bankfirst.com.au
0438 559 059
What excites me about my role:
“Raising awareness of the great benefits that we can offer to those working in Education and their families.”
Metro South East Secondary
Warden Mersey
wmersey@bankfirst.com.au
0407 559 171
What excites me about my role:
“Visiting different schools and meeting a range of people within the education sector. Also being able to offer a choice for education employees and assisting them in achieving their financial goals.”
Metro South East Non-Gov
Doretta Chand
dchand@bankfirst.com.au
0409 824 392
What excites me about my role:
“I feel energised when meeting new people and working in the education community is diverse, which I enjoy.”
Metro East Gov Primary
Brian Leo
bleo@bankfirst.com.au
0438 559 175
What excites me about my role:
“Meeting new people has always energised me but there’s a special buzz in schools, universities and preschools that’s something quite different.”
Metro West Gov Primary
Sonali Suraweera
ssuraweera@bankfirst.com.au
0457 005 396
What excites me about my role:
“Meeting new people and assisting those who make a difference in our communities.”
Outer South East
Denise Williams
dwilliams@bankfirst.com.au
0456 291 875
What excites me about my role:
“I’m passionate about people and providing them with solutions to their banking needs.”
Metro North East Non-Gov
Jessie Kaur
jkaur@bankfirst.com.au
0438 559 176
What excites me about my role:
“I love meeting new people and helping them achieve their financial goals, leaving them feeling empowered.”
Metro West Non-Government
Thomas Holding
tholding@bankfirst.com.au
0438 559 229
What excites me about my role:
“Meeting new people and assisting those who put others first.”