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.

Advice topics
Super investment strategies
Insurance in your super
Super contribution strategies
Flexi Pensions

James joined UniSuper in 2018. He has more than 5 years’ experience as a financial adviser. James specialises in providing superannuation and retirement planning advice, but also has a keen interest in the areas of budgeting and cashflow planning, non-superannuation investments, debt management, personal insurance strategies and Centrelink optimisation.

You can see James at the University of Queensland, the University of the Sunshine Coast and the Brisbane campus of the Australian Catholic University.

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

Professional associations
Financial Planning Association Australia (FPA)

Advice topics
Financial planning
Wealth creation
Superannuation
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 services

Matthew specialises in providing financial advice to defined benefit members. He has been providing financial advice for more than 14 years and has been specialising in defined benefit products for 11 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.

You can see Matthew at the University of Southern Queensland and University of Queensland (St Lucia & Gatton campuses).

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

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
Review services