Monash University

Ricky has been with UniSuper since 2014 and started his career in the financial services industry in 2008. He is experienced in superannuation, investments and tax planning. He enjoys solving financial problems, devising investment plans for his clients and helping them to make important financial decisions that will help achieve their future goals. 

Qualifications
Masters of Accounting and Financial Management
Advanced Diploma of Financial Planning
Diploma of Financial Planning
Bachelor of Commerce

Professional associations
Financial Planning Association Australia

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

Cameron has more than 18 years’ experience working in the financial services industry.

Having worked in the industry fund not-for-profit sector for over 12 years, Cameron specialises in pre- and post-retirement planning to help clients plan for their retirement income needs. Cameron’s experience in retirement planning means he is also familiar with Centrelink and Department of Veteran Affairs pensions to ensure clients are aware of any entitlements they may have.

Cameron is an advocate of the value of financial advice and the benefit it can provide to clients, whatever their stage of life may be. Cameron considers a client’s circumstances and financial goals to recommend a financial plan that is appropriate to each client’s individual situation.

You can see Cameron at Monash University.

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

Professional associations
Financial Planning Association Australia (FPA)

Advice topics
Aged care
Financial planning
Wealth creation
Superannuation
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

Nicholas has over 18 years’ experience in the financial services industry. He is passionate about assisting members to create and tailor financial solutions which help achieve their lifestyle goals and objectives.

Nicholas has extensive experience in superannuation, wealth creation and protection, pre and post-retirement planning strategies as well as helping members optimise any entitlements to Centrelink/Department of Veteran Affairs. In particular, he takes pride in making complex strategies easy for members to understand, so they feel confident and can have peace of mind about the financial solutions recommended.

Nicholas is a firm believer in the value of financial advice and establishing ongoing relationships to review the appropriateness of strategies as personal, legislative and economic circumstances change throughout a member’s lifetime. 

Qualifications
CERTIFIED FINANCIAL PLANNER® (CFP)
Bachelor of Commerce (Finance)
Bachelor of Science
Diploma of 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