Financial planners

Financial planners

This team of experts will help you reach your financial goals

Whatever your financial goals, our planners can help you achieve them faster and more smoothly. They listen and carefully assess your situation then build a financial plan to your specific needs. Over the phone advice1 on a range of superannuation topics is available at no extra cost.

If you need more comprehensive advice, we can help on a fee-for-service basis. 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

Manager Financial Advice
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).

Outside of work, Dan is dedicated to health and fitness, and enjoys spending time with his family (including his two dogs).

Arvin Leonor

Financial Planner – VIC
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.

In his spare time, Arvin likes watching sport, following the Blues in the AFL and Golden State Warriors in the NBA. He enjoys spending time with his family and one day hopes to travel to Japan and Greece.

Praneel Rajoria

Financial Planner – VIC
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.

Outside of work, Praneel loves golf, music, and is an avid Collingwood Football Club and Melbourne Storm supporter.

Nick Goss

Financial Planner – NSW
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.

When he’s not at work, Nick loves hiking at Wilsons Promontory. He’s also hiked the Kokoda Trail, which was one of the most rewarding experiences of his life. His next big adventure will be climbing Mount Everest!

Adib Mansoori

Financial Planner — NSW
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).

When he’s not at work, you can find Adib hitting the gym or in the kitchen, as he’s a massive foodie. He’s also an avid reader and loves languages (he speaks five!). Plus, he loves travel and is always planning his next holiday.

1 Financial advice obtained over the phone, or through MemberOnline, is provided by Mercer Financial Advice (Australia) Pty Ltd (MFAAPL) ABN 76 153 168 293, Australian Financial Services Licence #411766.