Swinburne University

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)

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

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