University of Queensland

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

Emily started at UniSuper in 2016. Prior to this, she worked in the financial services industry for 5 years in a variety of client-facing superannuation and financial advice-related roles.

James joined UniSuper in 2018. He has been working in the industry since 2010 and in an advice capacity since 2013. James is passionate about the financial planning process and enjoys building trusting relationships with his clients and helping them navigate the complex world of retirement.

Outside of work James is an avid sportsman and an Officer in the Australian Army Reserves.

Qualifications
CERTIFIED FINANCIAL PLANNER® (CFP)
Bachelor of International Relations (Business)
Diploma of Financial Planning
Advanced Diploma of Financial Planning

Matthew specialises in providing financial advice to defined benefit members. He has been providing financial advice for more than 18 years and has been specialising in defined benefit products for 15 years. He is proudly considered an expert in his field.

Matthew is described as hardworking. He believes his personal values of trust, honesty and integrity, together with excellent interpersonal skills, have permitted him to build rich and sustainable relationships with members.

Matthew aims to help his clients understand their goals and whether they are on track for a comfortable retirement. Furthermore, he aims to help clients manage their affluence and guides them wisely to manage spending and enjoy life leading into retirement, while leaving sufficient capital for later on.

Qualifications
CERTIFIED FINANCIAL PLANNER® (CFP)
Bachelor of Law
Bachelor of Commerce