Federation 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

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