General advice

Chat with a super consultant to learn more about super and our products and services at no additional cost.




Select advice

Here you can see your adviser’s experience and qualifications. You can also see their details on ASIC’s Financial Advisers Register.

These profiles should be read in conjunction with the Financial Services Guide – Personal Advice document (PDF, 205KB). All our select advisers are members of the Financial Planning Association Australia (FPA).

A select adviser can help you with:

  • insurance in your super
  • super and pension investments
  • super contribution strategies


Comprehensive advice

Here you can see your adviser’s experience and qualifications. You can also see their details on ASIC’s Financial Advisers Register.

These profiles should be read in conjunction with the Financial Services Guide – Personal Advice document (PDF, 205KB). All our comprehensive advisers are members of the Financial Planning Association Australia (FPA).

A comprehensive adviser can help you with:

  • budgeting
  • estate planning
  • government benefits and payments
  • personal insurance
  • retirement planning
  • redundancy planning
  • superannuation (including 20+ other super funds)
  • wealth creation
  • ongoing support


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Gwilym Beech

Private Client Adviser

Gwilym joined UniSuper in 2014, having provided advice on defined benefit schemes in Canberra for more than 18 years.

He is committed to working closely with his clients to identify and understand their financial needs and goals.

Using his considerable experience and technical knowledge, Gwilym is able to develop individual strategies to address client issues such as how to maximise superannuation benefits, generate wealth accumulation and planning for a secure retirement.

Qualifications
CERTIFIED FINANCIAL PLANNER® (CFP)
Diploma of Financial Planning
Bachelor of Arts (Honours)



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Stephen Donaghy

State Manager Advice, ACT

Beginning his career as a paraplanner in 2004, Stephen moved into a financial adviser role in 2005. Since then, Stephen has developed expertise in retirement planning strategies and Centrelink considerations. He is passionate about the value of financial advice and takes great pride in creating strategies that help his clients achieve their financial goals.

Stephen has twice been included in the top 50 honour roll of the annual Australian Financial Review Smart Investor Masterclass for Financial Planning.

Qualifications
Master of Applied Finance & Investment
Advanced Diploma of Financial Services (Financial Planning)

Financial services guides


UniSuper Advice is operated by UniSuper Management Pty Ltd (USM), ABN 91 006 961 799, AFSL No 235907, which is licensed to provide financial product advice to members. UniSuper Head Office: Level 1, 385 Bourke Street Melbourne VIC 3000. Financial Advice Centre: 1800 823 842. Email: advice@unisuper.com.au.

CFP®, CERTIFIED FINANCIAL PLANNER® are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB). Financial Planning Association of Australia Limited is the marks licensing authority for the CFP Marks in Australia, through agreement with FPSB.

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