The University of Western Australia

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

Professional associations
Financial Planning Association Australia (FPA)

Advice topics
Financial planning
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
Aged care

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

Professional associations
Financial Planning Association Australia (FPA)

Advice topics
Financial planning
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
Review service