La Trobe University

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

Jay continuously strives to earn the trust and loyalty of UniSuper members by providing tailored advice in a friendly, professional and responsive manner.

Advice topics
Super investment strategies
Insurance in your super
Super contribution strategies
Flexi Pensions

Charles has over 14 years’ experience in the financial services industry, having worked for charted accounting firms and private boutique financial advisory firms.

Charles is passionate about helping clients to identify priorities to reach a balance between enjoying their lifestyle both now, and in the future. He takes pride in developing financial strategies that seek to achieve the client’s personal goals, which may be anything from education funding, wealth creation, through to retirement planning.

Charles believes in educating his clients so that they feel empowered during the personal advice process. One aspect that Charles loves most about financial planning is finding unforeseen opportunities that add value to a client’s future prosperity. Charles also recognises the importance of reviewing financial plans as future changes trigger the need to revisit financial strategies. Changes can come as a result of unplanned changes to circumstances, legislative changes as well as potential changes to clients’ future goals.

You can see Charles at Victoria University and Swinburne University of Technology.

Qualifications
CERTIFIED FINANCIAL PLANNER® (CFP)
Bachelor of Business (Financial Planning)

Professional associations
Financial Planning Association Australia (FPA)

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