The University of Melbourne

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

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

Kiran joined UniSuper in 2019 and brings in over 12 years’ experience in the financial services industry, 11 years in a financial planning capacity.

Kiran has worked in the industry fund sector for over 6 years and has extensive experience in the areas of superannuation, SMSFs, retirement planning, investments, risk management, social security, aged care and estate planning.

She is passionate about understanding the complexity of her clients lives, a vast majority of those being women, and improving their financial awareness and well-being by bringing clarity and knowledge.

Kiran believes in building long-term relationships with clients and adding value by taking a holistic view of their personal and financial situation, their dreams and aspirations. By doing so she helps her clients improve their present situation and achieve their desired future lifestyle. Kiran takes great pride in focusing on her client’s specific financial needs and educating her clients to make better financial decisions.

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

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