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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.
Gina is a Certified Financial Planner with over 15 years’ experience in the financial services industry. She is passionate about helping clients make the most of their financial situation at whatever stage of life they are in. By conducting an in-depth review of a client’s financial circumstances, Gina assists in identifying their goals and designs a financial plan to help reach them.
Gina also considers it part of her role to educate clients in order to assist them in making informed complex financial decisions and to keep them abreast of changes in relevant legislation.
You can see Gina at Edith Cowan University, Murdoch University and Charles Darwin University (Darwin campus).
Advanced Diploma of Financial Planning
Bachelor of Science in Foreign Service
Financial Planning Association Australia (FPA)
Superannuation (including more than 20 other super funds)
Investments outside of super
Estate planning considerations
Cash flow management
Social security strategies (Centrelink/DVA)
Remuneration planning (salary packaging)
Insurance for income and asset protection
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: firstname.lastname@example.org.
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.