General advice

Chat with a super consultant to learn more about super and our products and services at no additional cost.


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Andrew Gammie

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

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Gilda Ziviani

Queensland University of Technology | University of the Sunshine Coast

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


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Ian White

James Cook University | Southern Cross University
Ian is available to provide general information about superannuation, answer questions about UniSuper products and services, or help with your paperwork.

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Kate Potter

Queensland University of Technology | University of Southern Queensland | University of Queensland

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


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Linda Cook

Bond University | CQUniversity | Queensland University of Technology | Southern Cross University | University of Queensland | Australian Catholic University (Brisbane)
Linda is available to provide general information about superannuation, answer questions about UniSuper products and services, or help with your paperwork.

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Rhys Rakauskas

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

Select advice

Here you can see your adviser’s experience and qualifications. You can also see their details on ASIC’s Financial Advisers Register.

These profiles should be read in conjunction with the Financial Services Guide – Personal Advice document (PDF, 205KB). All our select advisers are members of the Financial Planning Association Australia (FPA).

A select adviser can help you with:

  • insurance in your super
  • setting up a Flexi Pension
  • super and pension investments
  • super contribution strategies

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Emily Monk

Financial Adviser, Select Advice

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.


Comprehensive advice

Here you can see your adviser’s experience and qualifications. You can also see their details on ASIC’s Financial Advisers Register.

These profiles should be read in conjunction with the Financial Services Guide – Personal Advice document (PDF, 205KB). All our comprehensive advisers are members of the Financial Planning Association Australia (FPA).

A comprehensive adviser can help you with:

  • budgeting
  • estate planning
  • government benefits and payments
  • personal insurance
  • retirement planning
  • redundancy planning
  • superannuation (including 20+ other super funds)
  • wealth creation
  • ongoing support

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Adam McCarthy

State Manager Advice, QLD

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)


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James Weyler

Private Client Adviser

James joined UniSuper in 2018. He has been working in the industry since 2010 and in an advice capacity since 2013. James is passionate about the financial planning process and enjoys building trusting relationships with his clients and helping them navigate the complex world of retirement.

Outside of work James is an avid sportsman and an Officer in the Australian Army Reserves.

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


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Jessica Looi

Private Client Adviser

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.

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


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Mark Thompson

Private Client Adviser

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)


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Matthew Sear

Private Client Adviser

Matthew specialises in providing financial advice to defined benefit members. He has been providing financial advice for more than 18 years and has been specialising in defined benefit products for 15 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.

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


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Stephen Donaghy

Private Client Adviser

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.

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


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Will Goodair

Private Client Adviser

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.

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

Review advice

See your adviser’s experience, qualifications, and the services they provide. You can also see their details on ASIC’s Financial Advisers Register.

These profiles should be read in conjunction with the Financial Services Guide – Personal Advice document (PDF, 205KB).


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Mia Xu

Financial Adviser, Review Service

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

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: advice@unisuper.com.au.

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.

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