We're on campus with you
- Address
- 43 Broadway
Nedlands WA 6099 - Hours
- 9.00am to 5.00pm Mon to Fri
- Phone
- 1800 331 685
- 8.30am to 6.00pm (Melbourne time) Mon to Fri
- Fax
- 1300 224 037
How we can help
General advice
Our super consultants offer general advice and help with your super at no additional cost.
Select advice
Comprehensive advice
Our team at The University of Western Australia
Victoria Smart
David Gee
David has over 15 years’ experience in the financial services industry and 7 years as a financial adviser.
Specialising in pre- and post-retirement planning, David enjoys working with clients to understand their financial objectives now and in the future. He is passionate about developing tailored solutions and giving his clients the peace of mind that comes from knowing they can reach their retirement goals.
David understands the importance of forming lasting relationships and regular reviews to ensure that his clients can fine-tune their financial strategies to their advantage over time.
Qualifications
CERTIFIED FINANCIAL PLANNER® (CFP)
Advanced Diploma of Financial Planning
Diploma of Financial Planning
Bachelor of Commerce (Finance and Economics)
Gareth Healy
Gareth has worked in wealth management and financial services since 2002 and is excited to share that experience with UniSuper members.
He has extensive knowledge in wealth accumulation, superannuation and retirement planning, plus cash flow management / budgeting. Gareth specialises in intergenerational advice and is keen to help UniSuper members in these areas.
Gareth has finely tuned his strategy of working closely with members to establish a clear and identifiable plan to achieve their financial and lifestyle goals, while complimenting less risk with greater certainty approach. His goal is to take away the stress of the day-to-day management for his clients financial affairs, while allowing them spend more time enjoying life.
Qualifications
CERTIFIED FINANCIAL PLANNER® (CFP)
Advanced Diploma of Financial Planning
Diploma of Financial Planning
Bachelor of Business (Economics)
Accredited Aged Care Professional
Stephen Brereton
Stephen has over 20 years' experience in the financial services industry, 15 years' as a financial adviser. His experience means he is well-equipped to identify client needs and develop comprehensive strategic advice to help them achieve their financial goals.
Whilst specialising in both pre- and post-retirement planning, Stephen believes in the importance of establishing an ongoing relationship to ensure revision of a clients strategic advice needs given changes in personal circumstances, legislation and financial situation.
You can see Stephen at The University of Western Australia.
Qualifications
CERTIFIED FINANCIAL PLANNER® (CFP)
Diploma of Financial Planning
Certificate of Superannuation Management
Seminars and webcasts
Get help at every stage of your super journey with our events, seminars and webcasts.
Events are held at university campuses, at off-campus venues, or online.
Seminars
Learn about super and retirement planning, or get the latest finance insights from our experts.
Seminars are free to attend and you can bring your family or friends.
Webcasts
Learn about super, retirement and money matters—when it suits you.