Western Australia Financial Advisers

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

You can book an appointment with Michael at the following locations:

• University of Western Australia

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

You can book an appointment with Paul at the following locations:

• Curtin University
• The University of Notre Dame (WA) - primarily via video conference

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

You can book an appointment with Adam at the following locations:

• Murdoch University

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

You can book an appointment with Danielle at the following locations:

• Edith Cowan University
• Murdoch University

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)

Rudy has over 10 years’ experience in the financial services industry, having worked for various global financial institutions and boutique firms. He is passionate about educating and assisting clients to identify and achieve their lifestyle and financial goals.

Rudy specialises in both pre- and post-retirement planning. He genuinely enjoys the process of getting to know his clients, understanding their needs and objectives, and working closely with them to design a bespoke financial solution with the aim of optimising their financial positions and achieving success.

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

Stephen has over 25 years' experience in the financial services industry, 20 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)
Graduate Diploma of Financial Planning
Diploma of Financial Planning

Stefani joined UniSuper in 2015 and has over 13 years’ experience in the financial planning industry. Prior to joining us, 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, wealth accumulation strategies 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
CERTIFIED FINANCIAL PLANNER® (CFP)
Bachelor of Commerce (Accounting and Finance)
Graduate Diploma of Financial Planning