Award-winning advice near you

Paul has worked at VicSuper for four years and has been in financial services for 13 years. He can help you identify, achieve and maintain your desired lifestyle in retirement. He gets a great sense of satisfaction from making superannuation easy to understand, relevant and engaging. 

Qualifications:

Bachelor of Commerce, Diploma of Financial Services (Financial Planning), Diploma of Financial Services (Superannuation), Advanced Diploma of Financial Planning

Rebecca has over 18 years’ experience in the financial services industry. 

Qualifications:

Advanced Diploma of Financial Services (Financial Planning)

Diploma of Financial Services (Financial Planning)

Ben has seven years' experience experience in the financial services industry.

Qualifications:

Bachelor of Business (Economic and Finance), Diploma of Financial Services (Financial Planning)

Robert has 13 years’ experience in the financial services industry.

Qualifications:

Graduate Diploma of Applied Finance (Majoring in Financial Planning), Graduate Certificate in Financial Planning, Bachelor of Business

Nick has 10 years experience in the financial services industry and has been with VicSuper for six years. He is passionate about helping people achieve their desired goals and overcome financial barriers. He can give you a clear understanding of the steps involved to ensure your financial future is on track.

Qualifications:

Diploma of Financial Services (Financial Planning), Advanced Diploma of Financial Services (Financial Planning), Graduate Diploma in Accounting, Masters in Accounting

Marcus is a CERTIFIED FINANCIAL PLANNER® practitioner and a member of the Financial Planning Association. He has 15 years' experience in the financial services industry and has been with VicSuper for six of those. He is also able to offer comprehensive advice on a range of topics. 

Marcus is a runner and cyclist, all round fitness and sport fanatic/tragic

Qualifications:

CFP® Certification Program, Bachelor of Business, Advanced Diploma in Financial Planning

Peter is a CERTIFIED FINANCIAL PLANNER® practitioner and a member of the Financial Planning Association. He has worked at VicSuper for nine years and has been in financial services for twelve years.

Qualifications:

CFP^® Certification Program, Advanced Diploma of Financial Services (Financial Planning), Bachelor of Business Administration and Bachelor of Commerce (Accounting).

Dean is a financial planning graduate currently undertaking the FASEA Professional Year.

Qualifications:

Bachelor of Accounting (Financial Planning Major)

 

Evta has 14 years' experience experience in the financial services industry.

Qualifications:

Advanced Diploma of Financial Services, MBA

Warren has been with VicSuper since 2005 and has been working in financial services for 16 years. A proud dad of teenage boys and keen surfer, he is passionate about helping people feel more informed about their options and in better control of their financial futures. He can provide advice on options you may not have considered, to save tax and improve your lifestyle in retirement.  

Qualifications:

Diploma of Financial Services (Financial Planning), Advanced Diploma of Financial Services (Financial Planning), Bachelor of Commerce (Econometrics)

Kevin is a member of the Financial Planning Association and is currently completing the CFP® Certification Program. He has 18 years' experience in the financial services industry.

Qualifications:

Advanced Diploma of Financial Services, Bachelor of Business (Banking and Finance)

Mervin has 5 years’ experience in the financial services industry.

Qualifications:

Bachelor of Commerce (Accounting and Financial Planning)

 

William is a CERTIFIED FINANCIAL PLANNER® practitioner and a member of the Financial Planning Association. He has 14 years' experience in the financial services industry and has been with VicSuper for nearly 2 years. He is able to offer comprehensive advice on a range of topics.

Qualifications

CFP®, Accredited Aged Care Professional, Professional Certificate in Self-Managed Super Funds, Graduate Diploma of Financial Planning

Mark is a CERTIFIED FINANCIAL PLANNER® practitioner and a member of the Financial Planning Association. He has 12 years' experience in the financial services industry. 

Qualifications:

CFP^® Certification Program, Graduate Diploma of Applied Finance (Financial Planning), Bachelor of Business (Banking and Finance)