Western Australia

May joined UniSuper in 2019. She has 13 years' experience in the financial planning industry and 10 years as an adviser.

Craig started with UniSuper in 2019. He has more than 18 years’ experience as a financial planner, having specifically worked with Industry Super funds for 13 years. Craig is passionate about what he does and takes pride in providing the best possible solutions that allow clients’ to meet their individual goals and aspirations. He specialises in both pre- and post-retirement strategies, aimed at optimising members’ financial positions with the end result being better retirement outcomes.

Qualifications
Diploma of Financial Planning
Graduate Diploma of Financial Planning.

David has over 15 years’ experience in the financial services industry and 7 years as a financial adviser.

Specialising in pre- and post-retirement planning, David enjoys working with clients to understand their financial objectives now and in the future. He is passionate about developing tailored solutions and giving his clients the peace of mind that comes from knowing they can reach their retirement goals.

David understands the importance of forming lasting relationships and regular reviews to ensure that his clients can fine-tune their financial strategies to their advantage over time.

Qualifications
CERTIFIED FINANCIAL PLANNER® (CFP)
Advanced Diploma of Financial Planning
Diploma of Financial Planning
Bachelor of Commerce (Finance and Economics)

Gareth has worked in wealth management and financial services since 2002 and is excited to share that experience with UniSuper members.

He has extensive knowledge in wealth accumulation, superannuation and retirement planning, plus cash flow management / budgeting. Gareth specialises in intergenerational advice and is keen to help UniSuper members in these areas.

Gareth has finely tuned his strategy of working closely with members to establish a clear and identifiable plan to achieve their financial and lifestyle goals, while complimenting less risk with greater certainty approach. His goal is to take away the stress of the day-to-day management for his clients financial affairs, while allowing them spend more time enjoying life.

Qualifications
CERTIFIED FINANCIAL PLANNER® (CFP)
Advanced Diploma of Financial Planning
Diploma of Financial Planning
Bachelor of Business (Economics)
Accredited Aged Care Professional

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).

Qualifications
Advanced Diploma of Financial Planning
Bachelor of Science in Foreign Service

Stephen has over 20 years' experience in the financial services industry, 15 years' as a financial adviser. His experience means he is well-equipped to identify client needs and develop comprehensive strategic advice to help them achieve their financial goals.

Whilst specialising in both pre- and post-retirement planning, Stephen believes in the importance of establishing an ongoing relationship to ensure revision of a clients strategic advice needs given changes in personal circumstances, legislation and financial situation.

You can see Stephen at The University of Western Australia.

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

Stefani joined UniSuper in 2015 with over 6 years’ experience in the financial planning profession. Prior to joining tus, Stefani’s roles included paraplanning, client services and case manager for boutique financial planning practices.

Given the variety of experience from her past roles, Stefani is well-placed to guide clients through the overall financial planning process including the importance of having regular contact with a Review Adviser.

Stefani’s key strengths are in superannuation and retirement planning including Centrelink considerations, insurance needs analysis and investment portfolio construction. Moving forward, it is likely that a client’s circumstances, the economy as well as the legislative environment will change.

Stefani can review a client’s changing circumstances and identify whether any changes to their financial strategy is required, guiding them into the correct pathway for achieving their goals and objectives.

Qualifications
Bachelor of Commerce (Accounting and Finance)
Diploma of Financial Services (Financial Planning)
Graduate Diploma of Financial Planning