Federation University

Andrew joined UniSuper in 2014 and enjoys making a meaningful difference to member outcomes so that they can achieve their retirement goals, both short- and long-term.

Advice topics
Insurance in your super
Super and pension investment strategies
Super contribution strategies
Setting up a Flexi Pension

Robert joined UniSuper in 2018 and is excited to share his knowledge and experience with clients so that they can realise their personal and financial goals.

Since 2006, Robert has developed specialised knowledge and has attained globally-recognised qualifications in financial planning and investment management. He has extensive experience in superannuation, portfolio construction, retirement planning.

He takes great pride in making complex strategies easy to understand. risk management, estate planning and social security. He has an educative approach to advice and takes great pride in helping clients make confident financial decisions that align with their goals. Robert’s commitment to best practice industry service and internationally recognised standards of education demonstrate his ongoing commitment to the profession and to client care.

Qualifications
CERTIFIED FINANCIAL PLANNER® (CFP)
Chartered Financial Analyst ® (CFA)
Bachelor of Commerce (Actuarial Studies)
Advanced Diploma of Financial Planning,

Professional associations
Financial Planning Association Australia (FPA)
Financial Services Institute Australasia (FINSIA)

Advice topics
Wealth creation
Superannuation (including more than 20 other super funds)
Redundancy planning
Retirement planning
Investments outside of super
Estate planning considerations
Debt management
Cash flow management
Social security strategies (Centrelink/DVA)
Remuneration planning (salary packaging)
Insurance for income and asset protection
Review services