The University of New England

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

Lindsey is available via video chat.

Danielle has more than 5 years’ experience in the Australian financial services sector.

You can see Danielle at UNSW, the University of Wollongong and the University of New England.

Qualifications
Master of Commerce
Diploma of Financial Planning

Professional associations
Financial Planning Association Australia (FPA)

Greg has been providing financial planning advice since 2006 and joined UniSuper in 2016.

Greg partners with UniSuper members to make recommendations and strategies best suited to their needs. He aims to improve the way in which his clients can build wealth, and ultimately strengthen their overall financial position.

Committed to the success of his clients, Greg enjoys and takes great pride in seeing his clients make changes to achieve their goals to live and retire comfortably, without stress and free from any financial duress.

You can see Greg at Western Sydney University at the Parramatta, Bankstown and Campbelltown campuses, and the University of New England at the Armidale campus.

Qualifications
CERTIFIED FINANCIAL PLANNER® (CFP)
Graduate Diploma in Financial Planning
Bachelor of Economics (Banking & Finance)

Professional associations
Financial Planning Association Australia (FPA)
Justice of the Peace

Advice topics
Financial planning strategies
Wealth creation strategies
Superannuation advice
Redundancy planning
Retirement planning
Investment advice
Estate planning considerations
Debt management strategies
Cash flow management
Social security strategies (Centrelink/DVA)
Remuneration planning (salary packaging)
Wealth protection (personal risk, income and asset protection) Ongoing review service