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.

Kevin joined UniSuper in 2020 with more than 6 years’ experience working with some of Australia’s largest financial institutions.

Kevin’s always been passionate about helping others, especially around financial literacy. Having personally seen the positive impact of great financial advice, he is driven to help his clients experience the same.

Qualifications
Bachelor of Business and Commerce (Macroeconomics and Finance)
Advanced Diploma of Financial Planning

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

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, the University of New England at the Armidale campus, and the University of Wollongong.

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

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
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)