Meet the Team

DAVID GRENCI

Director & Financial Adviser

David Grenci

In 2014, having previously been a principal of a mid-tier advice business in Adelaide, David established Affinity Wealth Advisers with the intention of offering professional and personal services to an existing client base. David operates as an Authorised Representative of a Financial Services Licence, Affinity Group Advisers Pty Ltd  (AFSL No 539748) and has a Bachelor of Commerce Degree majoring in Accounting. He is also a member of the Institute of Chartered Accountants and has a Graduate Diploma of Financial Planning.

David’s professional focus lies in providing personal strategic, financial and taxation advice spanning multi-disciplines including superannuation, self-managed superannuation, investments and estate planning. David’s strengths are providing a holistic approach to businesses and individuals by combining his skills to deliver great client outcomes.

David has a passion for working with people who are seeking an optimal balance between financial security and maintaining current lifestyle priorities.

Ben-Ayris

BEN AYRIS

Financial Adviser

Ben Ayris

Ben has been part of the financial advice industry for over 15 years.

Throughout his career, Ben has had numerous roles within the Financial Services industry working with clients on their financial advice as a Financial Adviser and Paraplanner and also behind the scenes working in Equity trading and Corporate Actions for both BT Financial Group and Asgard. His diverse background has given him a range of experience and insight which enables him to provide his clients with personal financial and lifestyle advice.

Ben’s qualifications include:

  • Diploma in Financial Services (Financial Planning)
  • Graduate Diploma in Financial Planning
  • Masters of Financial Planning

JOE PAPALIA

Financial Adviser

Joe Papalia

Joe is an experienced financial adviser starting in financial planning in 2007. His prior experience includes working for many years at a large multi-national advice business providing personalised financial advice services to a broad range of clients across Australia.

Joe works with his clients to provide holistic advice using his extensive wealth of knowledge accumulated over many years of experience in the financial services industry. He works closely with his clients to understand and meet specific financial and personal goals and needs, and develops strategies to ensure these continue to be met.

Joe’s qualifications include a Graduate Diploma in Financial Planning as well as a Bachelor of Accounting.

David Grenci and Affinity Wealth Advisers Pty Ltd, ABN 25 600 358 923 are Authorised Representatives of Affinity Group Advisers Pty Ltd ABN 16 657 794 860 (AFSL No. 539748) This information and advice is general and does not take into account your objectives, financial situation or needs. You should consider whether the advice is suitable for you and your personal circumstances.