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.

Phone advisers

Alan Barben Alan has expertise with QSuper products including salary sacrifice and investment choice options. Alan is a member of the Phone Advice Team, and has worked in the superannuation and financial advice industries for more than 30 years, including over 14 years as a financial adviser.

Alan has a Bachelor of Human Movement Studies, a Diploma of Financial Planning and is a Certified Financial Planner.

Alan’s strengths are in providing simple solutions to complex financial issues and dealing with complex superannuation issues.
Dean Mitchell Dean has expertise with QSuper products including salary sacrifice and investment choice options. Dean is based in the Phone Advice Team. He has over 10 years’ experience in the financial services industry and holds an Advanced Diploma of Financial Planning and a Diploma of Management

Dean enjoys educating his clients as well as tending to their financial needs.
Gerald

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.

Samual

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 Goyen

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.




Workplace advisers

Jim Flaskos Jim has expertise in wealth accumulation and protection, debt reduction, superannuation and pre and post retirement planning including Centrelink. Jim has worked in the financial services industry for over 18 years. He has an Advanced Diploma of Financial Services (Financial Planning) and specialises in helping his clients plan for retirement.

Jim enjoys taking the time to understand his clients' short, medium and long term goals to help them achieve their financial wellbeing.
Michael Burger

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.