University of New South Wales

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

Danielle has more than 5 years’ experience in the Australian financial services sector.

You can see Danielle at UNSW, the University of Wollongong and the University of New England.

Qualifications
Master of Commerce
Diploma of Financial Planning

Professional associations
Financial Planning Association Australia (FPA)

Melinda has 15 years’ experience in the financial services industry and has worked in a variety of organisations including banking and retail superannuation providers. She has provided financial advice for approximately 8 years and has been at UniSuper for 6 years.

She believes that seeking advice is really a financial education service. She takes pride in explaining complex topics and strategies in ways that are easy to understand.

She is passionate about helping people feel more confident about their future and aims to provide guidance on achieving better financial outcomes. Melinda enjoys seeing the confidence that can come from knowing her clients have strategies to help them to be financially secure in their future.

Qualifications
Bachelor of Business (Accounting)
Bachelor of Arts (International Studies)
Diploma of 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