Financial Advisers South Australia

Melanie is available to provide general information about superannuation, answer questions about UniSuper products and services, or help with your paperwork.

Michael is available to provide general information about superannuation, answer questions about UniSuper products and services, or help with your paperwork.

Briohny joined UniSuper in 2017, bringing her unique blend of expertise and genuine client service.

With over 10 years’ experience in the financial services industry, specialising in superannuation, insurance, taxation planning and holistic advice, Briohny is passionate about understanding our members' financial goals and objectives and seeing the positive differences planning can make for her clients.

Qualifications
Advanced Diploma of Financial Services
Diploma of Financial Services
Certificate in Self-Managed Super Funds

Damian’s experience has come from a number of different client service and financial adviser roles at various organisations. He has a passion for financial advice and developing ongoing relationships with clients.

Damian believes in the value of financial advice and provides strategic planning and investment advice with an emphasis on achieving personal goals and objectives for each stage of life.

His passion for superannuation, together with his extensive experience in retirement planning and knowledge of UniSuper products, helps Damian ensure that clients planning for retirement receive quality advice. Damian has been with UniSuper since January 2013.

Qualifications
CERTIFIED FINANCIAL PLANNER® (CFP)
Bachelor of Applied Science (Exercise & Sports Science)
Graduate Diploma of Financial Planning

Renee began her career in financial services as a Paraplanner in 2008 and quickly progressed to directly supporting clients as an Associate Adviser. This gave her the opportunity to advise clients across a broad range of needs and circumstances throughout their changing life stages. This experience also helped her to develop a strong technical background across a broad range of financial strategies.

Renee joined UniSuper in 2013 as a Review Adviser and has since been promoted to Private Client Adviser.

She passionately believes that regularly reviewing clients’ circumstances is an integral part of the financial planning process. She's committed to maintaining ongoing relationships with her clients, enabling her to identify any new opportunities, ensure their retirement plan is still on track, and that they are working towards the achievement of their identified financial goals. This ensures that a clients’ financial situation can be successfully managed as their personal circumstances, the legislative environment and economic conditions change. 

Renee is also an advocate for educating people to take control of their finances. She encourages her clients to make informed financial decisions she takes the time to explain complex strategies clearly.

Qualifications
CERTIFIED FINANCIAL PLANNER® (CFP)
Accredited Aged Care Professional™
Advanced Diploma of Financial Services (Financial Planning)
A Bachelor of Business (International Business)

As the State Manager of Unisuper’s Advice business in South Australia, Tristan’s primary focus is supporting great outcomes - for Unisuper members and for Unisuper’s SA Advice team.

Tristan’s experience in delivering high value financial advice spans many years and specialisations, including the delivery of personal financial planning advice to high net worth retail clients and financial consultancy to medium and large corporations (listed and privately owned).

With a deep interest in how human psychology affects financial decisions, Tristan will assist you to gain a stronger insight into your feelings and beliefs around ‘money’, how these factors can affect behaviour, and how these considerations can help you to set meaningful lifestyle and financial goals.

As your professional financial adviser, Tristan builds financial strategies for you that aim to underpin the life you want to live and protect and nurture those things which are important to you. Your financial trajectory will be clear to you and you’ll understand any risks, opportunities and trade-offs, so you can make great decisions now and in the future.

Qualifications
CERTIFIED FINANCIAL PLANNER® (CFP)
Bachelor of Commerce
Advanced Diploma in Financial Services (Financial Planning)

Lana’s experience in the financial services industry started in 2009 working in a senior paraplanner role for various financial advice firms. She has extensive experience in creating financial plans and has a depth of defined benefit knowledge.

Lana knows that providing strategic advice can change members’ lives. She is passionate about achieving members’ personal goals and believes in reviewing their plan regularly to keep them on track. Her speciality areas include wealth creation strategies, retirement planning, superannuation advice and cash flow management.

Lana incorporates integrity and ethical business practices in every aspect of financial advice. Lana enjoys keeping abreast of new strategies and legislative changes to ensure her clients benefit from this knowledge. She is a strong advocate for financial literacy and is particularly keen to promote women in super. One of Lana’s greatest skills is explaining complex strategies in a simple, easy to follow manner.

Qualifications
CERTIFIED FINANCIAL PLANNER® (CFP)
Master of Applied Finance
Graduate Diploma of Financial Planning
Bachelor of Commerce (Accounting and Corporate Finance)