• Meet the financial advice team

  • Face-to-face personal advice

    We have a team of experienced financial planners to serve the holistic needs of members across the country on a wide range of topics including:

    • Retirement planning
    • Transitioning to retirement
    • Reducing debt, managing tax, insurance needs, Centrelink, building wealth, and more.

    All advice provided is followed by a written Statement of Advice.

    NSW/ACT QLD WA

    Oya Guney

    Tina Tran

    Boris Tesanovic

    Thomas Rouse

    Tim Poole

          Sonya White

    Coby Henderson

    Over-the-phone personal advice

    We also have a team who provide advice over the phone on four specific topics:

    • Effective ways to build your super such as salary sacrifice, co-contributions, spousal contributions, or after-tax contributions
    • Which Australian Catholic Superannuation investment option/s may be right for you
    • The various types of insurance that Australian Catholic Superannuation offers and what may be best for you
    • Investment in the non-super Industry Fund Portfolio Service
     
    Advice can be provided over the phone with a super balance from as little as $5,000 up to $500,000.

    All advice provided is followed by a written Statement of Advice.

    Over-the-phone advice team    

    Alan Zheng