Geelong Advice Centre

  • Great quality advice near you
    Great quality advice near you

    The VicSuper Geelong Advice Centre has been providing superannuation and pension advice, and helping people make better decisions with their superannuation for over 15 years.
    The VicSuper Geelong Advice Centre has been providing superannuation and pension advice, and helping people make better decisions with their superannuation for over 15 years.
  • About
    About

    At the Geelong Advice Centre we enjoy providing expert superannuation advice with a local flavour. Our advice is available to members and non-members alike. We specialise in strategies for those over 56, in particular pre-retirees wanting to increase their eventual retirement income and retirees who want to know what choices they have when they do retire. We are also able to provide advice on VicSuper investment options, insurance and discuss a limited range of estate planning options.

    If you own a business, we can help you and your employees stay financially fit through tailored seminars, and one-on-one discussions at your workplace.

    Serviced offices:

    We provide limited services and run regular seminars and events through our serviced offices in

    • Ballarat
    • Warrnambool
    At the Geelong Advice Centre we enjoy providing expert superannuation advice with a local flavour. Our advice is available to members and non-members alike. We specialise in strategies for those over 56, in particular pre-retirees wanting to increase their eventual retirement income and retirees who want to know what choices they have when they do retire. We are also able to provide advice on VicSuper investment options, insurance and discuss a limited range of estate planning options.

    If you own a business, we can help you and your employees stay financially fit through tailored seminars, and one-on-one discussions at your workplace.

    Serviced offices:

    We provide limited services and run regular seminars and events through our serviced offices in

    • Ballarat
    • Warrnambool
  • Contact details
    Contact details

    Phone: 03 5226 5500

    Email: geelong@vicsuper.com.au

    Address:

    1/69 Moorabool St.
    Geelong VIC 3220

    Phone: 03 5226 5500

    Email: geelong@vicsuper.com.au

    Address:

    1/69 Moorabool St.
    Geelong VIC 3220

Upcoming local events and seminars

Date Event Name Location
07 Nov 2018 Retirement planning and Centrelink with downsizing Geelong Register
08 Nov 2018 Retirement planning and Centrelink with downsizing Ballarat Register
12 Nov 2018 Retirement planning and Centrelink with downsizing Warrnambool Register

Meet the team

  • Jon Standen

    Jon Standen

    Advice Centre Manager and Senior Financial Planner CFP® Certification Program, Diploma of Financial Planning
    Jon is a CERTIFIED FINANCIAL PLANNER® practitioner and a member of the Financial Planning Association. Jon’s qualifications include the CFP® Certification Program and Diploma of Financial Planning. Jon has 14 years’ experience in the financial services industry.
    Jon is a CERTIFIED FINANCIAL PLANNER® practitioner and a member of the Financial Planning Association. Jon’s qualifications include the CFP® Certification Program and Diploma of Financial Planning. Jon has 14 years’ experience in the financial services industry.
  • Andrew Larcombe

    Andrew Larcombe

    Senior Financial Planner
    CFP® Certification Program, Diploma of Financial Planning
    Andrew is a CERTIFIED FINANCIAL PLANNER® practitioner and a member of the Financial Planning Association. He has more than 37 years’ experience in the financial services industry. He aims to help you make informed financial decisions leading into retirement and beyond.

    Andrew can tailor a strategy for your individual circumstances, and provide advice on VicSuper products in relation to growing and consolidating your super, how to invest your super, insurance options, including death benefits, retirement planning, including improving your retirement outcomes and transition to retirement strategies.
    Andrew is a CERTIFIED FINANCIAL PLANNER® practitioner and a member of the Financial Planning Association. He has more than 37 years’ experience in the financial services industry. He aims to help you make informed financial decisions leading into retirement and beyond.

    Andrew can tailor a strategy for your individual circumstances, and provide advice on VicSuper products in relation to growing and consolidating your super, how to invest your super, insurance options, including death benefits, retirement planning, including improving your retirement outcomes and transition to retirement strategies.
  • Chelsea Barber

    Chelsea Barber

    Senior Financial Planner Advanced Diploma of Financial Services (Financial Planning), Diploma of Financial Services (Financial Planning)
    Chelsea helps ensure members achieve their future lifestyle and financial goals. She is a member of the Financial Planning Association and is currently completing the CFP® Certification Program and has more than 7 years’ experience in the financial services industry.

    Chelsea can tailor a strategy for your individual circumstances, and provide advice on VicSuper products in relation to growing and consolidating your super, how to invest your super, insurance options, including death benefits, retirement planning, including improving your retirement outcome and transition to retirement strategies.
    Chelsea helps ensure members achieve their future lifestyle and financial goals. She is a member of the Financial Planning Association and is currently completing the CFP® Certification Program and has more than 7 years’ experience in the financial services industry.

    Chelsea can tailor a strategy for your individual circumstances, and provide advice on VicSuper products in relation to growing and consolidating your super, how to invest your super, insurance options, including death benefits, retirement planning, including improving your retirement outcome and transition to retirement strategies.
  • Frank Tigani

    Frank Tigani

    Senior Financial Planner
    Bachelor of Commerce, CFP® Certification Program, Diploma of Financial Planning, CPA, Financial Planning Specialist

    Frank is a CERTIFIED FINANCIAL PLANNER® practitioner and a member of the Financial Planning Association. Frank also has the Financial Planning Specialist designation with CPA Australia and is an SMSF Specialist Adviser through the SMSF Association. He can help you make sense of your super and aims to provide advice that enables you to build your super, so you can have peace of mind, and do the things you want in retirement.

    Frank can tailor a strategy for your individual circumstances, and provide advice on VicSuper products in relation to growing and consolidating your super, how to invest your super, insurance options, including death benefits, retirement planning, including improving your retirement outcomes and transition to retirement strategies.
    Frank is a CERTIFIED FINANCIAL PLANNER® practitioner and a member of the Financial Planning Association. Frank also has the Financial Planning Specialist designation with CPA Australia and is an SMSF Specialist Adviser through the SMSF Association. He can help you make sense of your super and aims to provide advice that enables you to build your super, so you can have peace of mind, and do the things you want in retirement.

    Frank can tailor a strategy for your individual circumstances, and provide advice on VicSuper products in relation to growing and consolidating your super, how to invest your super, insurance options, including death benefits, retirement planning, including improving your retirement outcomes and transition to retirement strategies.
  • Lonnie Clark

    Lonnie Clark

    Senior Financial Planner Bachelor of Business, CFP® Certification Program, Diploma of Financial Planning
    Lonnie is a CERTIFIED FINANCIAL PLANNER® practitioner and a member of the Financial Planning Association. Lonnie has 18 years’ experience in the financial services industry.

    Lonnie can can tailor a strategy for your individual circumstances, and provide advice on VicSuper products in relation to growing and consolidating your super, how to invest your super, insurance options, including death benefits, retirement planning, including improving your retirement outcomes and transition to retirement strategies.
    Lonnie is a CERTIFIED FINANCIAL PLANNER® practitioner and a member of the Financial Planning Association. Lonnie has 18 years’ experience in the financial services industry.

    Lonnie can can tailor a strategy for your individual circumstances, and provide advice on VicSuper products in relation to growing and consolidating your super, how to invest your super, insurance options, including death benefits, retirement planning, including improving your retirement outcomes and transition to retirement strategies.
  • Roger Davidson

    Roger Davidson

    Senior Financial Planner Bachelor of Business, CFP® Certification Program, Diploma of Financial Planning
    Roger is a CERTIFIED FINANCIAL PLANNER® practitioner and a member of the Financial Planning Association. Roger has more than 36 years’ experience in the financial services industry.
    Roger is a CERTIFIED FINANCIAL PLANNER® practitioner and a member of the Financial Planning Association. Roger has more than 36 years’ experience in the financial services industry.
  • Tim Hubble

    Tim Hubble

    Senior Financial Planner
    Bachelor of Business (Accounting), Graduate Diploma in Applied Finance and Investment, Life Risk Specialist
    Tim is an Associate member of the Financial Planning Association and has over 25 years' experience in financial services.
    Tim is an Associate member of the Financial Planning Association and has over 25 years' experience in financial services.

Supporting our community

  • We support the Geelong Chamber of Commerce as a Gold Partner because we believe in supporting a healthy, vibrant, business community.
  • We're a proud sponsor of the Geelong Performing Arts Centre (GPSC) - helping art and community thrive in the region.
    We're a proud sponsor of the Geelong Performing Arts Centre (GPSC) - helping art and community thrive in the region.
  • We also support commerce and business in the Ballarat region - sponsoring this year's Business Day Out on Wednesday 30 May.
    We're a proud sponsor of the Geelong Performing Arts Centre (GPSC) - helping art and community thrive in the region.