New South Wales

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

You can see Andrew at the North Ryde Campus.

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

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

Lindsey is available via video chat.

Victor joined UniSuper in 2019 after working in the financial services sector for over 7 years.

He is proud to be able to provide members with high quality, unconflicted financial advice that can help members achieve their financial goals.

You can see Victor at Western Sydney University, UTS, Macquarie University and Australian Catholic 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
Super and pension investment strategies
Insurance in your super
Setting up a Flexi Pension
Investing outside of super
Super contribution strategies

Danielle has more than 5 years’ experience in the Australian financial services sector.

You can see Danielle at UNSW, the University of Wollongong and the University of New England.

Qualifications
Master of Commerce
Diploma of Financial Planning

Professional associations
Financial Planning Association Australia (FPA)

With a passion for great service and strong communication skills, Adrian joined the UniSuper in 2019.

After witnessing the value his parents received from having a financial adviser on their side, Adrian followed his desire to support Australians in making good financial decisions.

Owning and operating small businesses in Melbourne for many years, Adrian brought his relationship building skills and education to the financial advice sector joining a boutique firm specialising in retirement strategies. He soon found that helping clients gain clarity and confidence around their retirement is where he could offer the most value.

With a deep understanding of the tax system and broad application of strategies, Adrian will clearly identify areas to help you achieve your goals.

You can see Adrian at the University of Newcastle (Callaghan, Ourimbah and City campuses) and the Australian Catholic University (North Sydney and Strathfield campuses). 

Qualifications
Advanced Diploma in Financial Planning
Diploma of Financial Planning

Professional associations
Financial Planning Association Australia (FPA)
Justice of the Peace (NSW)

Advice topics
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

Having been a financial adviser since 1999, Craig’s is well-equipped to provide members with comprehensive advice on insurance, investment, superannuation and retirement needs. Craig joined UniSuper in 2011 and focuses on helping members understand their options in an easy to understand manner and providing them with ongoing strategic advice to enable them to make informed financial decisions based on what is best for them.

While specialising in pre and post-retirement planning, Craig is a big believer in establishing ongoing relationships to offer strategic advice throughout a member’s lifetime to ensure they continue to work towards achieving their goals and financial security.

Qualifications
Graduate Diploma of Financial Planning
Masters in Management Science (MSc)
Diploma of Management (Dip IC)
Bachelor of Arts (Economics and Geography)

Professional associations
Financial Planning Association Australia (FPA)

Advice topics
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

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.

You can see Greg at Western Sydney University at the Parramatta, Bankstown and Campbelltown campuses, and the University of New England at the Armidale campus.

Qualifications
CERTIFIED FINANCIAL PLANNER® (CFP)
Graduate Diploma in Financial Planning
Bachelor of Economics (Banking & Finance)

Professional associations
Financial Planning Association Australia (FPA)
Justice of the Peace

Advice topics
Financial planning strategies
Wealth creation strategies
Superannuation advice
Redundancy planning
Retirement planning
Investment advice
Estate planning considerations
Debt management strategies
Cash flow management
Social security strategies (Centrelink/DVA)
Remuneration planning (salary packaging)
Wealth protection (personal risk, income and asset protection) Ongoing review service

Judy has worked in the financial services industry since 1999 and has been providing financial advice since 2002. Having joined UniSuper in 2010, Judy’s previous roles have given experience in a variety of sectors.

She has previously worked as a financial planning consultant for various industry superannuation funds, as well as working as a senior financial adviser within the banking industry. Judy’s strong technical knowledge and extensive  experience in financial planning has allowed her to assist clients, whatever their stage of life may be.

Judy is also committed to establishing ongoing relationships with clients to ensure they continue to achieve their financial goals.

Qualifications
CERTIFIED FINANCIAL PLANNER® (CFP)
Masters of Applied Finance
Graduate Diploma of Applied Finance and Investment
Diploma of Financial Planning
Diploma of Business Studies

Professional associations
Financial Planning Association Australia (FPA)

Advice topics
Financial planning
Wealth creation
Superannuation
Redundancy planning
Retirement planning
Investment advice
Estate planning considerations
Debt management
Cash flow management
Social security strategies (Centrelink/DVA)
Remuneration planning (salary packaging)
Wealth protection advice for personal risk
income and asset protection
Review services

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.

You can see Mark at the University of Sydney.

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

Professional associations
Financial Planning Association Australia (FPA)

Advice topics
Aged care
Financial planning strategies
Wealth creation strategies
Superannuation advice
Redundancy planning
Retirement planning
Investment advice
Estate planning considerations
Debt management strategies
Cash flow management
Social security strategies (Centrelink/DVA)
Remuneration planning (salary packaging)
Wealth protection advice for personal risk,
income and asset protection
Review services

Matt has over 11 years in the finance sector in a variety of organisations and diverse roles in Australia and the United States. Matt’s passion is helping members achieve their retirement outcomes. This extends to making complex strategies easy for clients to understand, which empowers them to make more informed financial decisions. Matt is an advocate of the value of advice and the benefit it can provide to clients.

He is also committed to establishing ongoing relationships with clients to help them to remain on track in achieving their goals and objectives.

You can see Matt at The University of Newcastle and The University of Wollongong.

Qualifications
Master of Business Administration
Bachelor of Science (Business Administration
Management)
Financial Planner AFP®
Advanced Diploma of Financial Planning
Diploma of Financial Services (Financial Planning)

Professional associations
Financial Planning Association Australia (FPA)

Advice topics
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

Melinda has 15 years’ experience in the financial services industry and has worked in a variety of organisations including banking and retail superannuation providers. She has provided financial advice for approximately 8 years and has been at UniSuper for 6 years.

She believes that seeking advice is really a financial education service. She takes pride in explaining complex topics and strategies in ways that are easy to understand.

She is passionate about helping people feel more confident about their future and aims to provide guidance on achieving better financial outcomes. Melinda enjoys seeing the confidence that can come from knowing her clients have strategies to help them to be financially secure in their future.

Qualifications
Bachelor of Business (Accounting)
Bachelor of Arts (International Studies)
Diploma of Financial Planning

Professional associations
Financial Planning Association Australia (FPA)

Advice topics
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

Thao joined UniSuper in 2018 and has been a financial adviser since 2016.

Thao's interest in helping to improve her clients' financial wellbeing is strongly influenced by her own experiences growing up in a family which settled in Australia as refugees from Vietnam. 

Qualifications
Bachelor of Business and Commerce (Applied Finance)
Advanced Diploma of Financial Planning

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 superannuation
Estate planning considerations
Debt management strategies
Cash flow management
Social security strategies (Centrelink/DVA)
Remuneration planning (salary packaging)
Insurance for income and asset protection
Review services

Tammy joined UniSuper in 2019. She is a technical specialist and takes pride in helping our members review their position, giving valuable personal advice and helping them to achieve their goals.

Tammy uses her skills to identify key issues that could affect members' retirement planning and helps them to negotiate the uncertainty created by changes in markets and legislation as they accumulate wealth and then spend it.

Qualifications
Master of Commerce
Diploma of Financial Planning

Professional associations
Financial Planning Association Australia (FPA)