Australian Catholic University

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

Jamie has over 25 years’ experience in the financial services industry. The majority of Jamie’s experience has come from 9 years in corporate superannuation followed by a move into financial planning.

Jamie has a sound knowledge of superannuation legislation and defined benefit schemes. He has worked for large organisations as well as a number of boutique-style financial planning firms over the years. This allowed him to continue to build and broaden his knowledge as he fulfilled his desire to assist people with their financial needs. Jamie has advised a wide variety of clients on many matters including strategies around superannuation and retirement planning, risk and wealth creation.

Jamie believes in the value of ongoing advice throughout a client’s various stages of life. 

You can see Jamie at the University of Melbourne and Australian Catholic University (Melbourne). 

Qualifications

CERTIFIED FINANCIAL PLANNER® (CFP)
Diploma of Financial Planning
Associate Diploma of Business Accounting

With a passion for great service and strong communication skills, Adrian joined the UniSuper in 2019.

After witnessing the value his parents received from having a financial adviser on their side, Adrian followed his desire to support Australians in making good financial decisions.

Owning and operating small businesses in Melbourne for many years, Adrian brought his relationship building skills and education to the financial advice sector joining a boutique firm specialising in retirement strategies. He soon found that helping clients gain clarity and confidence around their retirement is where he could offer the most value.

With a deep understanding of the tax system and broad application of strategies, Adrian will clearly identify areas to help you achieve your goals.

You can see Adrian at the University of Newcastle (Callaghan, Ourimbah and City campuses) and the Australian Catholic University (North Sydney and Strathfield campuses). 

Qualifications
Advanced Diploma in Financial Planning
Diploma of Financial Planning

John has worked as a financial adviser in Canberra since 1999.

During that time, he has acquired extensive knowledge of both Commonwealth and private superannuation plans. Before joining UniSuper, John worked as a senior financial adviser for a number of large financial organisations.

John believes in the value financial advice can provide clients, whatever their stage of life may be. John’s passion for financial advice has helped him establish ongoing relationships with many clients throughout his time at UniSuper Advice.

You can see John at La Trobe University (Wodonga campus), Australian Catholic University (Canberra) and Charles Sturt University (Wagga Wagga and Thurgoona).

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

Additional advice topics
Aged care