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.

Renae Anderson

Head of Financial Advice 
Renae is qualified to provide you with personal financial advice. She is a Certified Financial Planner (CFP) through the Financial Planning Association (FPA) and has also completed an Advanced Diploma in Financial Services (Financial Planning).

Renae commenced her financial services career as a paraplanner in Brisbane, before re-locating to Melbourne where she represents Industry Fund Services as an Industry Fund Planner for CareSuper members. Renae has over 10 years’ experience as a financial planner, seven of which have been with CareSuper helping members achieve their financial goals.

The little spare time Renae has is devoted to her family and exercise.

Tiana Bayne

Financial Planner – QLD
Tiana holds an Advanced Diploma of Financial Planning and is currently completing a Graduate Certificate of Financial Planning. She has over eight years’ experience in the finance industry, including two years as a financial advisor.

Tiana provides members with advice on a range of general and super-related topics, including insurance and investment choice. She knows that every CareSuper member has different financial needs, and will tailor her advice so that your plan is easy to understand and achievable.

Outside of work, Tiana enjoys spending time with her young family and reading.

Dan Bridgland

Financial Planner – VIC
Dan is qualified to provide you with financial advice. He holds an Advanced Diploma in Financial Planning and has spent over three years in the financial industry.

Dan specialises in providing members with a wide range of advice. In addition, he addresses common questions like how much super you’ll need for retirement. He works hard to understand your financial situation, so he can support you in making informed decisions.

Outside of work, Dan is dedicated to health and fitness. He enjoys offshore fishing.

Kael Chen

Financial Planner – NSW
‘I speak three languages. Four, if you count finance.’

Kael’s driving goal is to see CareSuper members walk out of his office and into a clearer, more certain future.

He achieves this by connecting members with the financial options that match their post-work plans, whether that’s a tailored contribution strategy or finding the right retirement method to pave the way. And with over five years’ experience in the industry, he’s confident he can help members understand the difference planning ahead will have for their peace of mind.

Kael worked in banking before learning about industry funds and their values, at which point he made the move. He holds a Bachelor of Mathematics and Finance and is studying to be a Certified Financial Planner. Plus, he’s capable of servicing a more global audience of clients: he’s fluent in Cantonese and Mandarin.

Outside of work, Kael applies his ethics of discipline and teamwork to his hobbies. He’s a keen tennis player (who practices every weekend) and a piano player.

Henry Leong

Financial Planner – VIC
Henry holds a Bachelor of Commerce and an Advanced Diploma in Financial Planning. For the past 6 years, he has helped Australians just like yourself set and achieve their financial goals.

Henry provides CareSuper members with tailored advice on a range of topics, including planning for retirement, insurance cover and their investment choice. He’s also passionate about helping members understand the importance of early planning, and assists them in making informed choices about their finances.

When he’s not at work, Henry enjoys spending time with his family and staying fit. He’s also a fan of catching the latest blockbuster.

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.