Victoria Financial Advisers

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

You can book an appointment with Alex at the following locations:

• Federation University
• Monash University
• Monash College

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

You can book an appointment with Andrew at the following locations:

• University of Melbourne
• UniSuper Member Centre

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

You can book an appointment with David at the following locations:

• Deakin University (Burwood Campus)
• Monash University
• Monash College

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

You can book an appointment with Derya at the following locations:

• La Trobe University

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

You can book an appointment with Gareth at the following locations:
Federation University
Victoria University 
Swinburne University
UniSuper Member Centre

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

You can book an appointment with Geoff at the following locations:

• Australian Catholic University
  RMIT University
  La Trobe University
• 
  

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

You can book an appointment with Tanu at the following locations:

• University of Melbourne
  The Florey Institute
  WEHI
  UniSuper Member Centre 

Stephen has over 15 years’ experience in the financial services industry. Beginning his career at a corporate superannuation fund in 1997, Stephen moved into a financial advice role as a paraplanner in 2004. Following this, Stephen provided comprehensive financial advice to clients.

Stephen’s focus is to help his clients to make more informed decisions regarding their financial position.

Qualifications

Graduate Diploma in Financial Planning
Advanced Diploma of Financial Services - Financial Planning
Advanced Diploma of Business Administration
Certificate of Superannuation Management

Professional associations
Financial Advice Association Australia (FAAA)

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 services

Charles has over 15 years’ experience in the financial services industry, having worked for charted accounting firms and private boutique financial advisery firms.

Charles is passionate about helping clients to identify priorities to reach a balance between enjoying their lifestyle both now, and in the future. He takes pride in developing financial strategies that seek to achieve the client’s personal goals, which may be anything from education funding, wealth creation, through to retirement planning.

Charles believes in educating his clients so that they feel empowered during the personal advice process. One aspect that Charles loves most about financial planning is finding unforeseen opportunities that add value to a client’s future prosperity. Charles also recognises the importance of reviewing financial plans as future changes trigger the need to revisit financial strategies. Changes can come as a result of unplanned changes to circumstances, legislative changes as well as potential changes to clients’ future goals.

You can see Charles at  La Trobe University and Victoria University.

Qualifications
CERTIFIED FINANCIAL PLANNER® (CFP)
Bachelor of Business (Financial Planning)

Derek has over 20 years’ experience in financial services. His focus is on providing robust strategic financial advice with a view to optimise benefits through education and guidance, to provide reassurance and peace of mind about the adequacy of a clients’ financial position and to assist clients to make more informed decisions about their financial future.

Qualifications
CERTIFIED FINANCIAL PLANNER® (CFP)
Diploma of Financial Planning
Bachelor of Commerce
Diploma of Management

Jamie has over 25 years’ experience in the financial services industry. The majority of Jamie’s experience has come from 9 years in corporate superannuation followed by a move into financial planning.

Jamie has a sound knowledge of superannuation legislation and defined benefit schemes. He has worked for large organisations as well as a number of boutique-style financial planning firms over the years. This allowed him to continue to build and broaden his knowledge as he fulfilled his desire to assist people with their financial needs. Jamie has advised a wide variety of clients on many matters including strategies around superannuation and retirement planning, risk and wealth creation.

Jamie believes in the value of ongoing advice throughout a client’s various stages of life. 

You can see Jamie at the University of Melbourne and Australian Catholic University (Melbourne). 

Qualifications

CERTIFIED FINANCIAL PLANNER® (CFP)
Diploma of Financial Planning
Associate Diploma of Business Accounting
Graduate Diploma of Financial Planning

Jonathan has 11 years’ experience in the finance industry, spanning both banking and financial advice. He has developed a strong understanding of debt management, superannuation, personal insurance, investment strategies and Centrelink strategies.

Jonathan has provided advice to a diverse range of individuals and couples, particularly focusing on areas such as wealth generation and protection, retirement planning and Centrelink maximisation. He is a strong advocate of clients regularly reviewing their financial advice to ensure their recommendations remain relevant and up to date as circumstances change.

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

Kiran joined UniSuper in 2019 and has over 14 years’ experience in financial planning.

Kiran specialises in providing aged care advice and has extensive experience in superannuation, self-managed super funds, retirement planning, investments, risk management, social security, aged care and estate planning.

She is passionate about understanding the complexity of her clients’ lives, the vast majority of whom are women. Kiran enjoys improving her clients’ financial awareness and well-being through clarity and knowledge.

Kiran builds long-term relationships with clients and adds value by taking a holistic view of their personal and financial situation, their dreams and aspirations. She helps her clients improve their present situation and achieve their desired future lifestyle. Kiran proudly focuses on her client’s specific financial needs and shares knowledge to help them make better financial decisions.

Qualifications

CERTIFIED FINANCIAL PLANNER® (CFP)
Master of Financial Planning
Graduate Diploma of Financial Planning
Advanced Diploma of Financial Planning 
SMSF Specialist Adviser™

Professional associations
Financial Advice Association Australia (FAAA)

Nicholas has over 18 years’ experience in the financial services industry. He is passionate about assisting members to create and tailor financial solutions which help achieve their lifestyle goals and objectives.

Nicholas has extensive experience in superannuation, wealth creation and protection, pre and post-retirement planning strategies as well as helping members optimise any entitlements to Centrelink/Department of Veteran Affairs. In particular, he takes pride in making complex strategies easy for members to understand, so they feel confident and can have peace of mind about the financial solutions recommended.

Nicholas is a firm believer in the value of financial advice and establishing ongoing relationships to review the appropriateness of strategies as personal, legislative and economic circumstances change throughout a member’s lifetime. 

Qualifications
CERTIFIED FINANCIAL PLANNER® (CFP)
Bachelor of Commerce (Finance)
Bachelor of Science
Diploma of Financial Planning

Robert has over 18 years’ experience in the provision of personal financial advice. He brings an educative approach to the advice process, assisting members to make confident and informed financial decisions that align with their goals.

Robert has extensive experience in all aspects of financial advice and his commitment to best practice industry service, and internationally recognised standards of education, demonstrate his ongoing commitment to the profession and his clients.

Qualifications
CERTIFIED FINANCIAL PLANNER® (CFP)
Chartered Financial Analyst ® (CFA)
Bachelor of Commerce (Actuarial Studies)
Advanced Diploma of Financial Planning,

Professional associations
Financial Advice Association Australia (FAAA)
CFA Institute

Tao has over 20 years’ experience in the financial services industry. She is passionate about providing advice to members to help them achieve their financial success.

Tao is a goals focused adviser who believes in the value of financial advice. She helps members to shape and crystallise their personal goals and objectives for every stage of their lives. She shares insights with members, and strives to better understand their personal and unique situation. Most importantly, she sees herself as a partner who works with members to build a plan for the future.

Tao works with a variety of clients, from young, time poor professionals, to retirees, and aims to ensure members make informed decisions about their financial future. 

Qualifications
CERTIFIED FINANCIAL PLANNER® (CFP)
Graduate Diploma of Financial Planning
Bachelor of Commerce and Bachelor of Information Systems

Professional associations
Financial Advice Association Australia (FAAA)

Steven joined UniSuper in 2015 and has spent over 11 years’ in the financial services industry. Steven is passionate about providing advice that assists with improving retirement outcomes for members. He aims to make his clients feel confident and comfortable about the strategies they are implementing.

Qualifications
CERTIFIED FINANCIAL PLANNER® (CFP)
Bachelor of Business (Banking and Finance)
Diploma of Financial Planning
Advanced Diploma of Financial Planning

Sam joined UniSuper in 2017 and holds more than six years’ experience in the financial services industry over which time he has developed a sound knowledge of technical financial strategies.

Sam thrives on delivering personalised financial advice to empower his clients, better positioning them to achieve their financial goals.

With an emphasis on review advice, Sam enjoys establishing ongoing relationships with his clients and tracking their financial progression. 

Qualifications
CERTIFIED FINANCIAL PLANNER® (CFP)
Bachelor of Business (Financial Planning)

Professional Associations
Financial Advice Association Australia (FAAA)

Sam joined UniSuper in 2021 and has five years’ experience in financial services. He’s developed a strong understanding of complex advice strategies in that time with a focus on retirement, debt management, wealth creation, super and personal insurance.

Sam takes pride in his ongoing relationships with clients and helping them achieve their financial goals and throughout their lives. Sam believes providing ethical, easy-to-understand advice to clients that’s in their best interest is paramount to these relationships.

Sam is currently completing the final unit of the CFP® Certification Program.

Qualifications
Bachelor of Business (Financial Planning)

Professional Associations
Financial Advice Association Australia (FAAA)

Mike joined UniSuper in 2015 and has worked in financial services for over 12 years.

He believes in the value of good financial advice, and is passionate about helping clients make informed decisions about their financial futures by crafting tailored strategies that meet their needs at every life stage.

Qualifications
Master of Financial Planning
Advanced Diploma of Financial Planning

Professional Associations
Financial Advice Association Australia (FAAA)

Lyneve joined UniSuper in 2015 and has worked in financial services since 2007.

Backed by a wealth of experience, she takes immense pride in helping members understand their circumstances and needs with a view to setting up a financially sound retirement.

Qualifications:
Advanced Diploma of Financial Planning
Graduate Diploma of Financial Planning