Comprehensive advice
Design your future
Want to really delve into your personal situation and start planning for your future? Get tailored comprehensive advice from one of our qualified financial planners.
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You’ve got your dreams—let’s make them happen! Request a call back or call us on 1800 005 166.
What our members say+
"Seeking advice on the best avenue for my future has been invaluable."
Joy wanted to make sure her retirement was one big adventure
Outcomes after advice meeting:
- Her insurance cover was reduced, which added $700 per year to her retirement savings.
- Review of death taxes created potential tax savings of over $20,000.
- She could meet her income needs for life, and afford that holiday to Italy she wanted.
"Our adviser displayed a very compassionate and clear understanding of our goals and financial ambitions."
Jon and Yuki weren’t sure if they qualified for the Age Pension
Outcomes after advice meeting:
- Used multiple contribution types, including Carry Forward and Downsizer contributions.
- Personal tax savings in one year of over $6,000.
- Increased Age Pension entitlement by approx. $36,000 ($12,000 until younger spouse turns Age Pension age in approx. 3 years).
"Obtaining comprehensive advice has allowed us to reset our finances that have provided us better results than expected, even in the tumultuous times of 2020."
John and Jennifer wanted to be debt free when they retired but also boost their super
Outcomes after advice meeting:
- Assisted with cashflow needs, ensuring their debt of $165,000 will be paid by retirement while still making tax effective contributions.
- Saved approx. $13,500 in tax using contribution strategies.
- Reduced insurance cover which added back approx. $1,400 p.a. to their retirement savings.
- Showed that they can meet their retirement income goals of $62,000p.a. for their life expectancy.
+Advice provided by CareSuper financial advisers prior to 1 November 2024. Names have been changed for privacy reasons . The opinions expressed are those of the member and do not necessarily reflect CareSuper’s policies or opinions.
Financial planners
This team of experts will help you reach your financial goals.
Our Financial planners listen and carefully assess your situation, then build a financial plan to your specific needs.
Your initial consultation is obligation-free and at no extra cost. Financial planners are available in our offices, over the phone and even online, so no matter where you are you can get the financial help you need.
To speak with a planner, simply book a call-back today.
Dan Bridgland
Dan dedicates himself to providing support and guidance to members so they can make informed decisions about their financial options for themselves and their families. In his role, Dan manages the financial advice team to make sure our members receive advice that’s appropriate for their needs, and so they feel confident they have options in retirement. His desire for members to achieve a better financial future is backed by more than 8 years’ experience as a financial planner and a Master of Financial Planning. He’s also qualified with the Financial Advisor Standards Ethic Authority (FASEA).
Manager Financial Advice
Arvin Leonor
Arvin holds a Master of Financial Planning. He has been working in the finance industry since 2013, including two years as a paraplanner. Arvin takes the time to understand your financial situation and goals. He knows that outside of the family home, super is one of the biggest assets you will have in your lifetime, so being able to support you to make an informed decision about your super is what makes Arvin tick.
Financial Planner – VIC
Praneel Rajoria
Praneel is passionate about helping CareSuper members learn how to manage their super and achieve their broader financial goals. He has 22 years’ experience in financial services and has previously worked as a financial planner and paraplanner at Commonwealth Bank. A keen learner who is constantly expanding his knowledge and expertise, Praneel recently completed a Graduate Diploma of Financial Planning in 2023. He also holds an Advanced Diploma of Financial Services (Financial Planning) and a Diploma of Financial Services.
Financial Planner – VIC
Nick Goss
Nick believes financial planning is a force for good and can change members’ lives for the better. He’s passionate about helping members feel confident in their super, specialising in pre- and post-retirement planning. He has more than 13 years’ experience as a financial planner in the super industry. Before working at CareSuper, he was a Financial Planner at three industry super funds, and has an Advanced Diploma of Financial Planning and a Bachelor of Commerce from Deakin University.
Financial Planner – NSW
Adib Mansoori
Adib cares about making genuine connections with our members, understanding your individual needs to help you achieve your financial goals sooner. His passion for helping members is backed by more than 8 years’ experience as a financial planner. He holds a Bachelor of Commerce (Finance) from the University of Wollongong and an Advanced Diploma in Financial Planning. He’s also qualified with the Financial Adviser Standards and Ethics Authority (FASEA).
Financial Planner – NSW
Advice is provided by one of our financial planners who are Authorised Representatives of Industry Funds Services Limited (IFS). IFS is responsible for any advice given to you by its Authorised Representatives. Industry Fund Services Limited ABN 54 007 016 195 AFSL 232514.