Australian Capital Territory

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

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

Natasha has worked in the financial services industry since 2015 and provided financial advice to industry fund members since 2016.

She specialises in providing personal advice to UniSuper members on topics such as contributions, investment choice and personal insurance.

Natasha is passionate about empowering women and assisting them to take control of their finances by educating them through the advice process, which leads to informed decisions and greater retirement outcomes.

Graeme has worked in retirement planning and investment planning since 2002. He also has experience providing dedicated insurance advice to small business clients and their families. He has been with UniSuper since 2016.

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.

You can see Gwilym at the University of Canberra and the Australian National University.

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

Professional associations
Financial Planning Association Australia (FPA)

Advice topics
Financial planning
Wealth creation
Superannuation (including more than 20 other super funds)
Redundancy planning
Retirement planning
Investments outside of super
Estate planning considerations
Debt management
Cash flow management
Social security strategies (Centrelink/DVA)
Remuneration planning (salary packaging)
Insurance for income and asset protection
Review services

John has worked as a financial adviser in Canberra since 1999.

During that time, he has acquired extensive knowledge of both Commonwealth and private superannuation plans. Before joining UniSuper, John worked as a senior financial adviser for a number of large financial organisations.

John believes in the value financial advice can provide clients, whatever their stage of life may be. John’s passion for financial advice has helped him establish ongoing relationships with many clients throughout his time at UniSuper Advice.

You can see John at La Trobe University (Wodonga campus) and Charles Sturt University.

Qualifications
Bachelor of Commerce (Accounting & Finance)
Diploma of Financial Planning
Advanced Diploma of Financial Planning

Professional associations
Financial Planning Association of Australia (FPA)

Advice topics
Aged care
Financial planning
Wealth creation
Superannuation (including more than 20 other super funds)
Redundancy planning
Retirement planning
Investments outside of super
Estate planning considerations
Debt management
Cash flow management
Social security strategies (Centrelink/DVA)
Remuneration planning (salary packaging)
Insurance for income and asset protection
Review services