Award-winning advice near you

Lee has been in the superannuation industry for over 10 years. Lee is based in the Wangaratta and Wodonga region and enjoys helping members understand superannuation and the choices available to them.

When not working Lee enjoys horse riding and being outdoors.

Qualifications:

Master of Financial Planning, Advanced Diploma of Financial Services (Financial Planning), Diploma of Financial Services (Financial Planning)

Toni has been with VicSuper for over 5 years. Toni is the first face many of our clients see and enjoys the interaction with members. She also likes supporting the advisors in providing advice to our members.

Toni likes spending time with her family, enjoys the theatre and keeping fit.

Stephen has been with VicSuper for over 5 years. Before joining VicSuper, Stephen was in the tax accountancy sector for a number of years. As a paraplanner, Stephen assists the financial planners in providing clients with simple and clear plans for their financial well-being.

Outside of work, Stephen has a keen interest in military history, enjoys the occasional round of golf and getting outdoors.  

Qualifications:

Diploma of Financial Planning, Bachelor of Economics, Bachelor of Science (Forestry), Master of Arts (Defence Studies)

Darren is a CERTIFIED FINANCIAL PLANNER® practitioner and a member of the Financial Planning Association. Darren has been with VicSuper for over 5 years and in the superannuation industry for more than 25 years. He is involved in the local FPA Chapter and a volunteer at the Strathfieldsaye CFA.

Qualifications:

CFP® Diploma of Financial Planning, Diploma of Superannuation Management, Bachelor of Applied Science, GradDip of Applied Finance & Investments

Adam is a CERTIFIED FINANCIAL PLANNER® practitioner and has over 10 years experience in the financial planning industry. He enjoys assisting members work towards their retirement goals.

In his spare time Adam’s enjoys spending time outside with his family riding bikes, gardening or going to the lake.

Qualifications:

CFP®, Master of Financial Planning, Life Risk Specialist, Advanced Diploma of Financial Services (Financial Planning), Diploma of Financial Services (Financial Planning)

Phillip has been with VicSuper for over 10 years and in the industry for more than 15 years. With a focus on helping members in the education sector and many other government departments, he is primarily based in the Shepparton, Benalla, Mansfield, Alexandra and Seymour areas.

Phillip also meets with non-members who want to learn more about retirement options and the value of our advice service.

Qualifications:

Diploma of Financial Services (Financial Planning)

Marty mainly meets with members at workplaces to help them understand super and provides support activities for employers. These can range from visiting a workplace to answer super questions to running small presentations or workshops on different financial planning topics for staff.

Marty meets with employers who are considering VicSuper as their default super fund to explain how we can help them and what support is available locally. 

Outside of work, Marty’s an avid sports fan who enjoys spending time with his family and friends.

Qualifications:

Bachelor of Business, Advanced Diploma of Financial Services (Financial Planning), Diploma of Financial Services (Financial Planning)

 

Emma has over 10 years’ experience in the financial planning industry and enjoys helping and educating members on the superannuation choices ahead of them.

Emma enjoys spending time with her family and going to the gym.

Qualifications:

Bachelor of Business (Financial Planning)

 

Michael is a CERTIFIED FINANCIAL PLANNER® practitioner and a member of the Financial Planning Association. Michael has been with VicSuper for over 10 years and in the industry for more than 15 years. Michael uses a simple and down to earth approach to provide clients with a thorough understanding of their options and what they can do to improve their position. 

Outside of work Mick is an avid runner. 

Qualifications:

CFP® Certification Program, Advanced Diploma of Financial Services (Financial Planning), Diploma Financial Planning, Bachelor of Applied Science