Our experienced, professional financial advisers are available to serve the needs of our members on a wide range of topics including reducing tax, planning for retirement and building wealth.

Our financial planners speak your language – we work hard to understand your needs and provide you with clear recommendations. We are here to help you.

Here are the different ways that you can engage with our financial advice services.

Name Title Qualifications  Office location
 Oya Guney  Financial Advice Manager & Senior Financial Planner  Bachelor of Laws, Diploma of Financial Advice (DFA) Burwood NSW
 Tina Tran  Financial Planner  Bachelor of Commerce (Accounting), Diploma of Financial Advice (DFP), Certificate IV  Training and Assessment Burwood NSW
 Boris Tesanovic  Senior Financial Planner  Bachelor of Commerce (Finance & Economics), Advanced Diploma of Financial Planning (ADFP), Diploma of Financial Services (Financial Planning) Burwood NSW
 Thomas Rouse  Financial Planner  BSC Mathematics with Economics (Honours), Master of Business Administration (MBA) Burwood NSW
 Tim Poole  Head of Financial Services  Certified Financial Planner, Chartered Accountant, Bachelor of Economics (UQ), Bachelor of Commerce (UQ) Brisbane QLD
 Sonya White  Financial Planner  Bachelor of Commerce (Accounting and Industrial Relations), Certified Practicing Accountant, Justice of Peace (qualified) Brisbane QLD
 Joleene Stockwell  Financial Planner  Master of Education (TESOL), Diploma of Financial Services (Financial Planning), Advanced Diploma of Financial Planning Perth WA
 Hugh Keenan  Financial Planner  Bachelor of Business Economics (Marketing), Diploma of Financial Services (Financial Planning), Advanced Diploma of Financial Services (Financial Planning) Brisbane QLD
 Alan Zheng  Associate Planner  Diploma of Business, Diploma of Financial Planning  Over the phone adviser
 Paul Sharp  Associate Planner  MA (Oxon), MBA (London Business School), Advanced Diploma of Financial Services (Financial Planning)  Over the phone adviser

 

Want to learn more?

Click here to get in contact with us, or click here to schedule a time we can call you.

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