If you live outside of the areas listed and would like to receive financial advice from one of our experienced financial advisers, please contact us to arrange a phone appointment.
Gerard has expertise in superannuation, salary packaging, income accounts and Centrelink. Gerard is based in the Phone Advice Team and has worked in the banking, government and financial services industry for over 29 years and has worked as a financial planner for the last 13 years. He has a Diploma in Financial Planning and a Bachelor of Business Studies and specialises in superannuation and retirement planning.
Gerard is passionate about helping clients to understand and to improve their financial position.
Samuel has expertise with QSuper products including salary sacrifice and investment choice options. Samuel is a member of the phone advice team with 8 years spent working in Banking & Financial Services. Samuel has completed a Bachelor of Commerce majoring in Financial Planning.
Samuel enjoys educating his clients in financial literacy to help them achieve their financial goals.
Victoria is a member of the phone advice team and has worked in the financial services industry since 2014. She holds a Bachelor Degree in Economics with First Class Honours, Masters of Professional Accounting and a Diploma in Financial Planning. Victoria is passionate about helping clients understand their superannuation and guiding them to reach their financial goals.
Adele has expertise with QSuper products including salary sacrifice and investment choice options. Adele is a member of the Phone Advice team and has spent the last 15 years working in Investment Banking and Financial Services industries. Adele has completed a Bachelor of Commerce and has a Diploma in Financial Planning.
Adele enjoys educating her clients and helping them to achieve their financial goals preparing them for a quality lifestyle in retirement.
Michael is based in the workplace advice team. He has worked in banking and finance for over 15 years, including 7 years as a financial advisor. Michael has an advanced diploma in financial planning. Michael enjoys educating his clients and providing solutions to their complex financial and superannuation strategies.