The University of Sydney

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

You can book an appointment with Helen at the following locations:

• Australian Catholic University (Sydney)
• The University of Sydney

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

You can book an appointment with Tracey at the following locations:

• Charles Sturt University
• The University of Sydney

Mark has over 25 years’ experience in the financial services industry, including more than 10 years providing advice on Defined Benefit schemes. He has been with UniSuper since 2013.

Mark takes pride in creating strategies to help his clients achieve their financial goals. He focusses on assisting clients to make more informed decisions regarding their financial situation, no matter what their stage of life.

Where appropriate, Mark also firmly believes that regularly reviewing a client’s circumstances is an integral part of the financial planning process. This ensures that a client’s financial situation can be managed if personal, legislative and economic circumstances change.

Qualifications

CERTIFIED FINANCIAL PLANNER® (CFP)
Diploma of Financial Planning

Greg has been providing financial planning advice since 2006 and joined UniSuper in 2016.

Greg partners with UniSuper members to make recommendations and strategies best suited to their needs. He aims to improve the way in which his clients can build wealth, and ultimately strengthen their overall financial position.

Committed to the success of his clients, Greg enjoys and takes great pride in seeing his clients make changes to achieve their goals to live and retire comfortably, without stress and free from any financial duress.

Greg also contributes to the ongoing development and education of financial advisers by drafting and submitting articles on a regular basis for Kaplan Professional, the preeminent content and education provider within the financial services industry.  

Qualifications

CERTIFIED FINANCIAL PLANNER® (CFP)
Graduate Diploma in Financial Planning
Bachelor of Economics (Banking & Finance)
Justice of the Peace (NSW) 

Isabelle has over 20 years’ experience in the financial services industry. Since 2007 she has worked in various organisations including industry funds, boutique firms and banks, specialising in pre-retirement, wealth creation and protection advice.

With a strong focus on value, Isabelle is passionate about empowering members to achieve their financial goals through strategic and personalised planning. Isabelle is also committed to establishing ongoing relationships to ensure members remain well informed, and on track to achieve their objectives.

You can see Isabelle at the University of Sydney and Western Sydney University campuses across the greater metro area.

Qualifications
Certified Financial Planner^®
Master of Business Administration
Advanced Diploma of Financial Services

Professional associations
Financial Planning Association Australia