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 book an appointment with Andrew at the following locations:

• Macquarie University (North Ryde Campus)
• The University of Newcastle

With a passion for great service and strong communication skills, Adrian joined UniSuper Advice 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 confident financial decisions.

Adrian transferred his relationship-building skills gained from owning a small business to a Financial Planning Academy under a career change scholarship. His commitment to becoming a professional led Adrian to commence a Master of Financial Planning and enter the financial services sector at 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.

Adrian has a young family residing in Sydney and he enjoys getting outdoors to swim and play basketball. 

Qualifications

Advanced Diploma in Financial Planning
Diploma of Financial Planning

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.

Greg also contributes to the ongoing development and education of financial advisers by drafting and submitting articles on a regular basis for Kaplan Professional, the preeminent content and education provider within the financial services industry.  

Qualifications

CERTIFIED FINANCIAL PLANNER® (CFP)
Graduate Diploma in Financial Planning
Bachelor of Economics (Banking & Finance)
Justice of the Peace (NSW) 

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.

Qualifications

CERTIFIED FINANCIAL PLANNER® (CFP)
Master of Business Administration
Bachelor of Science (Business Administration Management)
Advanced Diploma of Financial Planning
Diploma of Financial Services (Financial Planning)