Queensland

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

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

Emily started at UniSuper in 2016. Prior to this, she worked in the financial services industry for 5 years in a variety of client-facing superannuation and financial advice-related roles.

After graduating, Adam worked in a chartered accounting firm in the fields of audit and business services.

In 2004, Adam moved into financial services and was employed as an adviser within the chartered accounting environment.

Adam joined UniSuper in 2009 providing comprehensive financial advice to clients. Adam’s qualifications in financial planning, finance and investments, have him well-placed to help clients develop comprehensive strategic plans designed to assist in achieving their financial objectives.

Adam appreciates the importance of the initial advice appointment as it allows him to gain an appreciation of a client’s financial situation, as well as their future objectives.

In addition to providing retirement planning strategies, Adam spends time on portfolio construction, budget and cash-flow planning, debt management, personal insurance strategies, Centrelink and Department of Veteran Affairs advice, as well as establishing longterm relationships through ongoing review services.

Qualifications
CERTIFIED FINANCIAL PLANNER® (CFP)
Bachelor of Business
Graduate Diploma in Financial Planning
Graduate Diploma in Applied Finance & Investment
Master of Business Administration

Professional associations
Financial Planning Association Australia (FPA)
Certified Practising Accountant (CPA)
Accredited Financial Planning Specialist (CPA)

James joined UniSuper in 2018. He has more than 5 years’ experience as a financial adviser. James specialises in providing superannuation and retirement planning advice, but also has a keen interest in the areas of budgeting and cashflow planning, non-superannuation investments, debt management, personal insurance strategies and Centrelink optimisation.

You can see James at the University of Queensland, the University of the Sunshine Coast and the Brisbane campus of the Australian Catholic University.

Qualifications
CERTIFIED FINANCIAL PLANNER® (CFP)
Bachelor of International Relations (Business)
Diploma of Financial Planning
Advanced Diploma of Financial Planning

Jessica is passionate about understanding what’s important to her clients. She helps them to navigate the complexities of financial planning so they can make informed decisions about their financial future.

She has specialised in financial planning for 10 years, the last 7 of those as a financial adviser working across all aspects of the financial planning process.

You can see Jessica at Griffith University, Queensland University of Technology and Central Queensland University.

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

Mark joined UniSuper in 2017 and has more than 6 years’ experience as a financial adviser.

Mark specialises in providing superannuation and retirement planning advice, recognising that every client is unique with different financial advice requirements.

He is passionate about helping clients achieve their goal no matter how big or small.

Qualifications
CERTIFIED FINANCIAL PLANNER® (CFP)
Bachelor of Business (Financial Planning)

Matthew specialises in providing financial advice to defined benefit members. He has been providing financial advice for more than 14 years and has been specialising in defined benefit products for 11 years. He is proudly considered an expert in his field.

Matthew is described as hardworking. He believes his personal values of trust, honesty and integrity, together with excellent interpersonal skills, have permitted him to build rich and sustainable relationships with members.

Matthew aims to help his clients understand their goals and whether they are on track for a comfortable retirement. Furthermore, he aims to help clients manage their affluence and guides them wisely to manage spending and enjoy life leading into retirement, while leaving sufficient capital for later on.

You can see Matthew at the University of Southern Queensland and University of Queensland (St Lucia & Gatton campuses).

Qualifications
CERTIFIED FINANCIAL PLANNER® (CFP)
Bachelor of Law
Bachelor of Commerce

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.

You can see Stephen at James Cook University.

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

Will is a Certified Financial Planner with over 12 years' experience in the financial services industry. Beginning as an associate adviser and spending some time in business development, Will has found most enjoyment in his work as a financial adviser.

Will’s focus is on appreciating his client’s unique circumstances and objectives before helping them to achieve the empowerment that comes from a better understanding of the opportunities available to them.

He is passionate about helping clients to create and implement their financial strategy to help them achieve their objectives and peace of mind. Will appreciates how important the advice process is to his clients and its ability to help them create confidence in their financial futures. Will’s qualifications and experience in financial planning, finance and investments ensure he is well-placed to help them through this process and to assist them in achieving their financial objectives.

You can see Will at Queensland University of Technology and Southern Cross University (Coffs Harbour, Gold Coast and Lismore campuses).

Qualifications
CERTIFIED FINANCIAL PLANNER® (CFP)
Master of Applied Finance & Investment
Graduate Diploma in Finance
Advanced Diploma of Financial services

Mia joined UniSuper in 2018 with over 2 years experience working in the financial services industry.

With a solid understanding of financial planning strategies and investments, Mia aims to empower her clients to achieve their financial goals. She enjoys building strong relationships with her clients and helps them to make smart decisions based on their own unique situation.

Qualifications
Bachelor of International Business
Diploma of Financial Planning