Select advisers

Aaron joined UniSuper in 2024 and has worked in financial advice since 2012.

His focus is to get an understanding of members personal goals and objectives and then provide personalised advice to best achieve them.

Qualifications
Bachelor of Commerce
Master of Financial Planning

Alan has worked in super for 13 years and has helped members understand their investment options, contributions and insurance for the last seven.

He’s passionate about guiding members towards their goals and to a better financial position. He lives with his partner and two children in Sydney and is fond of exploring the great outdoors.

Qualifications
Alan has a Graduate Diploma in Financial Planning and is currently studying the Master of Financial Planning

Alice joined UniSuper in 2022 and has been providing financial advice since 2015.

She’s eager to help members achieve their financial goals and a better retirement outcome through high-quality advice and fostering strong relationships.

Qualifications
Master of Financial Planning
Bachelor of Commerce (Professional Accounting)

Amelia joined UniSuper as a financial adviser in 2022 and has over 12 years’ industry experience. She holds the CERTIFIED FINANCIAL PLANNER® designation.

Amelia is passionate about helping members make informed financial decisions to achieve their retirement goals. Outside work, she enjoys spending time with family, going on long walks on weekends and watching TV series.

Qualifications
Bachelor of Commerce
CERTIFIED FINANCIAL PLANNER®

I recently started with UniSuper as a financial adviser and have been providing financial advice since 2016. I have also been working in the superannuation industry since 2005. I enjoy helping members get the best out of their super, as well as enhance their retirement outcomes and achieve their long-term financial goals.

Outside of work I enjoy travelling, reading and spending time with family.

Qualifications
Bachelor of Commerce (BCom)
Advanced Diploma of Financial Planning (ADFP)

Professional associations
Financial Advice Association Australia (FAAA)

Andrew joined UniSuper in 2014 and has vast experience in advice.

He enjoys making a meaningful difference to member outcomes so that they can achieve their retirement goals, both short and long-term.

Qualifications
Bachelor of Business and Commerce
Graduate Diploma of Environmental Science
Graduate Diploma of Applied Finance (Financial Planning)

Briohny joined UniSuper in 2017 and brings over 15 years’ experience in the financial services industry.

Briohny is passionate about empowering our members to make informed decisions and helping them to achieve their retirement goals.

Outside of work, she enjoys spending time with her family, dogs and community.

Qualifications
Advanced Diploma of Financial Planning
Graduate Diploma of Financial Planning

Jackson joined UniSuper in 2023 and has worked in financial services since 2011.

He aims to empower confident financial decision-making and is passionate about creating tailored super strategies for every life stage.

Qualifications
Bachelor of Business
Master of Financial Planning

Joleene joined UniSuper in 2022 and has more than 12 years’ experience in industry super funds.

She’s spent 10 of those years as a financial planner, striving to get to the bottom of members’ situations and needs to help them achieve their retirement goals.

Qualifications
BA in Languages and Applied Linguistics
Master of Education
Graduate Diploma of Financial Planning

Kevin joined UniSuper in 2013 and has been in the financial planning profession since 2015.

Kevin enjoys providing advice to members to better their financial security. After getting to know more about you and your goals in the initial meeting; he will formulate a strategy that is tailored to you to easily implement.

Qualifications
Certified Financial Planner
Bachelor of Business (Banking and Finance)
Diploma and Advanced Diploma of Financial Services

Professional associations
Financial Advice Association Australia (FAAA)

Michael has been an adviser at UniSuper since January 2022 and has worked in financial advice since 2016.

He takes a special interest in the behavioural aspects of personal finances and how that relates to wealth building—particularly super.

Qualifications
Bachelor of Commerce and Psychology
Diploma of Financial Planning
Currently studying Graduate Diploma of Financial Planning

Mike joined the financial planning industry in 2006. He spent his early years learning all facets of the industry through his family’s financial planning business. He moved through various roles which has given him an in-depth level of knowledge and experience across the entire advice process.

Mike has a strong appreciation of the benefits sound financial advice and how it can positively impact someone’s life, empowering members to make informed decisions that help them achieve their financial goals.

Qualifications
Advance Diploma of Financial Services
Currently studying Graduate Diploma of Financial Planning

Professional associations
Financial Advice Association Australia (FAAA)

Mitch has worked across a number of roles in financial services since 2009 and been providing personal financial advice since 2014.

He enjoys helping members achieve their financial goals and providing them with greater confidence in their retirement outcomes.

Qualifications
Bachelor of Science (Psychology)
Diploma of Financial Planning
Graduate Diploma of Financial Planning

I joined UniSuper in 2024 and have been providing financial advice since 2015.

I enjoy helping members live their best life by understanding what makes them tick and talking them through how their decisions could impact their retirement outcomes.

Outside of work, I enjoy spending time with my family, friends and exercising at the gym.

Qualifications
Bachelor of Commerce and Arts
Diploma of Financial Planning

Professional associations
Financial Advice Association Australia (FAAA)

Yvonne joined UniSuper in 2023, bringing over a decade of experience in financial services.

She’s committed to guiding members towards achieving their financial goals, starting with a thorough understanding of their unique situations. Yvonne excels in breaking down complex situations into understandable choices through clear and constructive conversations.

Qualifications
Master of Accounting and Finance
Diploma of Financial Planning

Professional associations
CPA Australia