New South Wales

Meet our advisers in New South Wales.

Each profile contains relevant information about your adviser’s experience, qualifications, and the services they are permitted to provide. In addition, all of our advisers’ details are on ASIC’s Financial Advisers Register available on www.moneysmart.gov.au

  • Financial-adviser-profile---Greg-Elias---NSW

    Greg Elias

    Greg has been providing financial planning advice since 2006.

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  • Mark-Horwood-560x315

    Mark Horwood

    Mark has over 25 years’ experience in the financial services industry and commenced at UniSuper in 2013.

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  • Jade-Khao-560x315

    Jade Khao

    Jade is a Certified Financial planner with over 12 years’ experience in the financial services industry.

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  • Judy-Lu-560x315

    Judy Lu

    Judy has worked in the financial services industry since 1999 and has been providing financial advice since 2002.

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  • Financial-adviser-profile-Melinda-McMullan-560x315

    Melinda McMullan

    Melinda has 15 years’ experience in the financial services industry and has worked in a variety of organisations including banking and retail superannuation providers.

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  • Craig-Naylor-560x315

    Craig Naylor

    Craig has over 16 years’ experience in the financial services industry.

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  • Glen Wallace

    Glen Wallace

    Glen has over ten years’ experience in the financial services industry, working in investment advice, general advice and personal financial advice.

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  • Matthew-Werasko-560x315

    Matt Werakso

    Matt has spent over 11 years’ in the finance sector in a variety of organisations and diverse roles in Australia and in the United States.

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