Monash University

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

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

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

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)