Financial Advisers 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.

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

Qualifications
Master of Commerce
Diploma of Financial Planning

Kevin joined UniSuper in 2020 with more than 6 years’ experience working with some of Australia’s largest financial institutions.

Kevin’s always been passionate about helping others, especially around financial literacy. Having personally seen the positive impact of great financial advice, he is driven to help his clients experience the same.

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

With a passion for great service and strong communication skills, Adrian joined UniSuper Advice 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 confident financial decisions.

Adrian transferred his relationship-building skills gained from owning a small business to a Financial Planning Academy under a career change scholarship. His commitment to becoming a professional led Adrian to commence a Master of Financial Planning and enter the financial services sector at 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.

Adrian has a young family residing in Sydney and he enjoys getting outdoors to swim and play basketball. 

Qualifications

Advanced Diploma in Financial Planning
Diploma of Financial Planning

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
CERTIFIED FINANCIAL PLANNER® (CFP)
Graduate Diploma of Financial Planning
Masters in Management Science (MSc)
Diploma of Management (Dip IC)
Bachelor of Arts (Economics and Geography)

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

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 Senior Financial Adviser within the banking sector. Having joined UniSuper in 2010, Judy’s previous roles have given her experience in a variety of sectors. Her strong technical knowledge and extensive experience in financial planning has allowed her to assist clients, whatever their stage of life may be. Judy is passionate about helping her clients achieve their financial goals and a better retirement outcome.

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

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

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.

Qualifications

CERTIFIED FINANCIAL PLANNER® (CFP)
Master of Business Administration
Bachelor of Science (Business Administration Management)
Advanced Diploma of Financial Planning
Diploma of Financial Services (Financial Planning)

Melinda has worked in the financial services industry since 2001 and joined UniSuper in 2010.  She has worked in a variety of organisations including banking and retail superannuation providers.

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

CERTIFIED FINANCIAL PLANNER® (CFP)
Bachelor of Business (Accounting)
Bachelor of Arts (International Studies)
Diploma of Financial Planning

Ashlee joined UniSuper in 2015 and draws on her in-depth financial planning experience to educate our members.

In her role as a Superannuation Consultant, Ashlee meets with members in-person on campus and in member centres, as well as via phone and video meetings, to provide general advice on UniSuper products and retirement planning.

Ashlee is passionate about educating members of all ages and life stages and takes particular pride in working with women to help close the superannuation gender gap.

Qualifications

Advanced Diploma of Financial Planning
Master of Financial Planning

Professional associations
Financial Planning Association Australia

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

Hope joined UniSuper in 2012 and has over 13 years’ experience in the financial services industry.

Utilising her strong technical knowledge and experience, Hope is passionate about helping clients achieve their personal financial goals through education, making complex financial planning strategies easy to understand and implement.

Hope takes great pride in helping clients achieve their financial goals, facilitating a smooth transition into retirement and allowing them more time to focus on the people and things that matter most.

Hope has seen first-hand how valuable an ongoing relationship is to help clients continue to meet their goals year after year throughout their working lives and into retirement.

Qualifications
Graduate Diploma of Financial Planning

Professional associations
Financial Planning Association Australia