The University of Newcastle

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

You can see Andrew at the North Ryde Campus.

With a passion for great service and strong communication skills, Adrian joined the UniSuper in 2019.

After witnessing the value his parents received from having a financial adviser on their side, Adrian followed his desire to support Australians in making good financial decisions.

Owning and operating small businesses in Melbourne for many years, Adrian brought his relationship building skills and education to the financial advice sector joining a boutique firm specialising in retirement strategies. He soon found that helping clients gain clarity and confidence around their retirement is where he could offer the most value.

With a deep understanding of the tax system and broad application of strategies, Adrian will clearly identify areas to help you achieve your goals.

You can see Adrian at the University of Newcastle (Callaghan, Ourimbah and City campuses) and the Australian Catholic University (North Sydney and Strathfield campuses). 

Qualifications
Advanced Diploma in Financial Planning
Diploma of Financial Planning

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

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

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

Matt has over 11 years in the finance sector in a variety of organisations and diverse roles in Australia and the United States. Matt’s passion is helping members achieve their retirement outcomes. This extends to making complex strategies easy for clients to understand, which empowers them to make more informed financial decisions. Matt is an advocate of the value of advice and the benefit it can provide to clients.

He is also committed to establishing ongoing relationships with clients to help them to remain on track in achieving their goals and objectives.

You can see Matt at The University of Newcastle and The University of Wollongong.

Qualifications
Master of Business Administration
Bachelor of Science (Business Administration
Management)
Financial Planner AFP®
Advanced Diploma of Financial Planning
Diploma of Financial Services (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