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Relationship Officers

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We are a bank that comes to you and provides face-to-face support to the education 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 the Mutual Bank that benefit the education 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:


Tertiary/Education Associations

Adrian Wilson
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 North Secondary

David Carpi
0438 559 291

What excites me about my role:
Helping people sort out their finances.

Northern Victoria

Shane Koelmeyer
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 & Outer South East

Warden Mersey
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 West Secondary & Metro East Gov Primary

Tania Evanns
0428 613 282

What excites me about my role:
Every day is different and I have the privilege of meeting new people daily who are passionate about developing the future generations of Australians.

Metro South East Non-Gov

Doretta Chand
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 North East Non-Gov

Anthony Gasbarro
0438 559 176

What excites me about my role:
Being a brand ambassador and adding value to customers’ financial goals.

Metro East Gov Primary

Brian Leo
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 Non-Gov

Patrick Dell'Aglio
0438 559 229

What excites me about my role:
Being able to meet people of all different ages and assist them with their banking needs.



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