The University of Melbourne

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

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 

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

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)