Our financial planners

Andrew has worked in the financial services industry for over 40 years, 20 years as a financial planner, the past 13 years for Local Government Super specialising in retirement planning.

He has an Advanced Diploma in Financial Planning and has been a NSW Justice of the Peace for 25 years. He has also been a member of the Financial Planning Association of Australia for over 19 years.  

"It’s absolutely essential that our members receive a financial plan that’s relevant to their life, and their financial goals. When the superannuation rules or their personal circumstances change, it’s my job to make sure their plan is still meeting all their long-term financial needs".

Andrew is located in Orange

Errol has over 20 years’ experience in the financial services industry and specialises in retirement planning.

He holds a Bachelor of Economics degree from Macquarie University, an Advanced Diploma of Financial Services (Financial Planning) and is a Certified Financial Planner.

“I see myself as not only a financial planner, but also a financial coach. I enjoy getting to know our members well and I get satisfaction by being part of the journey to ensure they’re genuinely financially healthy in their retirement”.

Errol is located in the Sydney CBD. 

Lisa has been a financial planner for over 14 years and has been looking after the retirement savings of local government employees in various roles for more than 21 years.

She holds a Bachelor of Commerce, both a Graduate Diploma and a Masters in Financial Planning and she is a Certified Financial Planner.

"I enjoy sitting down and really getting to know our members as individuals. I believe you really need to take the time to listen to what they have to say if you’re to understand what they want from their super investment".

Lisa is located in the Sydney CBD.

Ian has over 40 years' experience in the financial services industry with 27 years in providing advice in retirement, wealth creation and insurance.

He is a Certified Financial Planner.

"I know comprehensive financial planning is important. That’s why I always take extra care to ensure every member I meet is clear on how their financial plan works and how it will help them achieve their own personal financial goals".

Ian is located in Wagga Wagga.

Ian has over ten years’ experience in financial advice and he is able to provide specialised advice to members who are accumulating wealth as well as members planning for retirement.

He holds a Bachelor of Commerce, a Graduate Diploma in Financial Planning and is a Certified Financial Planner.

"I speak Portuguese and I think knowing another language can often help you to see things from a different perspective. To provide good financial advice, I think you do need to see things from the member’s point of view".

Ian is located in the Sydney CBD.

Rosi brings over 17 years of industry experience to her role as a financial planner and draws great satisfaction from helping members.

"My aim is to demystify and simplify superannuation so that our members can clearly understand the different options they have when planning for their retirement".

She holds a Bachelor of Business, a Masters of Financial Planning and is a Certified Financial Planner.

Rosi is located in Ballina. 

Julie began working in the financial services industry in 2002 and has worked as a financial planner with Local Government Super since 2011.

She has a Bachelor of Economics from the University of New England, a Graduate Diploma in Financial Planning from the University of the Sunshine Coast and is a Certified Financial Planner.

"I like to talk with members of all ages and I enjoy making what may seem like complex financial concepts more easy to understand. This helps members to more confidently manage their super investment and achieve their financial goals".

Julie is located in Tamworth.

Brent has worked in financial planning since 1998, starting out by assisting financial planners with both strategic and technical advice and then moving into the role of a financial planner himself.

He is a Certified Financial Planner and holds both an Economics and Commerce degree from the University of Newcastle.

"I enjoy getting to know what a member and their family really want to achieve in retirement. Based upon this we are then able to plan a course of action to help them achieve their financial goals".

Brent is located in Newcastle.

Donna has over 15 years’ experience working as a financial planner and for 12 of these, she has been working with Local Government Super.

She has a Graduate Cerficate in Financial Planning and is currently working toward her master’s she is a member of the Financial Planning Association of Australia.

"The thought of obtaining financial advice can sometimes be overwhelming and understanding financial jargon can be stressful”.

“My role through conversation is to firstly find out what is truly important to you and help your  establish goal and objectives, then tailor a plan that is easy to understand and manage”.

Donna is located in Newcastle.

Ivan is based at our Sydney office and has been working with Local Government Super for 10 years, since 2010.

He has a Bachelor of Arts in Social Science, an Advanced Diploma in Financial Planning and is a Certified Financial Planner.

"I enjoy having the opportunity to meet with members and provide financial advice. I especially like to be able to highlight tips and strategies they might not have thought about, but are really helpful when it comes to their super investment".

Ivan is located in the Sydney CBD.

Dean is based in our Wollongong office and has worked in financial planning since graduating from Macquarie University in 1995.

He holds a Bachelor of Economics and became a Certified Financial Planner in 1999.

"I think you can offer members real value when you take the time to help them clearly articulate what they want to achieve personally and financially, as well as understanding their concerns and their priorities".

Dean is located in Wollongong.

Lissa has been helping to manage the retirement savings of members of Local Government Super as an Authorised Representative for over 12 years. 

She has an Advanced Diploma in Financial Planning from Kaplan Professional and a Graduate Certificate in Financial Planning from Griffith University.  Lissa is also currently studying her Masters in Financial Planning at Griffith University and is a member of the Financial Planning Association of Australia.

"I enjoy explaining investment solutions to members in a way that makes it easier for them to understand, and to show members the positive impact these solutions can have on their personal and financial goals".

Lissa is located in Newcastle.

Rod is based at our Parramatta office in the western suburbs of Sydney and has more than 15 years’ financial planning experience.

He has a Diploma in Financial Planning and holds a Bachelor Degree in Arts (Media Communications) and is a Certified Financial Planner.

"My mission is to advise members to make informed financial decisions and carry out effective, straight forward financial strategies which help them achieve a better financial position in retirement".

Rod is located in Parramatta.

Paul has worked as a financial planner since 2013. He has vast experience from varied financial planning roles in helping clients with pre and post retirement advice, investment solutions and insurance needs.

He holds a Bachelor of Commerce degree from the University of Wollongong with a double major in Finance and Marketing, as well as an Advanced Diploma of Financial Planning and is a Certified Financial Planner. He is also a member of the Tax Practitioners Board. 

“I am passionate about empowering people to make informed financial decisions for their future. By explaining the positive impact of our solutions, and ensuring clients fully understand their options in simple terms, we can achieve both their personal and financial goals”.

Paul is located in Wollongong.

Danielle has worked in the financial services industry for over 8 years and has worked for local government super since 2017.

Danielle has an Advanced Diploma in Financial planning and is currently working towards her Master’s in Financial Planning. Danielle has also passed the mandatory FASEA exam.

“I love talking to our members and understanding what’s important to them, and where they’re heading and what their journey has been so far.  Everyone’s path is unique, and I always learn something new from our members from their top places to travel to their wise words from their past experiences.  My approach is personable and I like to try and explain financial concepts visually and verbally in jargon free way to develop our members financial knowledge so we can work together to achieve your financial goals”.

Danielle is located in Newcastle.

Matthew is based at our Sydney CBD and Wollongong Office. He holds a Bachelor of Applied Finance and a Diploma in Financial Planning as well as being a member of the Financial Planning Association.

“The foundation of any sound financial decision is to ensure you know what options are available to you. I enjoy educating our members and helping them build confidence to meet their financial goals and objectives”.

Matthew is located in the Sydney CBD.