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

Financial Advice Manager – 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.

Arvin Leonor

Financial Planner – VIC
Arvin holds a Graduate Diploma in Financial Planning. He has been working in the finance industry since 2013, including two years as a paraplanner. He’s currently completing his Master of Financial Planning.

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.

Praneel holds an Advanced Diploma of Financial Services (Financial Planning) and a Diploma of Financial Services. A keen learner who is eager to broaden his knowledge and expertise, he is set to graduate with a Graduate Diploma of Financial Planning in 2022.

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

Matthew Zee

Financial Planner – NSW
Matthew helps our members achieve their financial goals, whatever they may be. And with more than 21 years’ experience as a financial planner, he understands how to deliver strong outcomes for members and their families.

Prior to joining CareSuper in 2021, Matthew was a financial planner at another Industry SuperFund for 3 years, and before that a financial planner at ANZ for 18 years. His breadth of knowledge allows him to take a wide-angle approach to consider your current and post-work life goals.

Matthew holds a Master of Commerce, a Bachelor of Agricultural Economics and an Advanced Diploma of Financial Planning. On weekends you’ll find him practicing his golf swing, in hopes of one day hitting the links in the UK and Northern Ireland.

Tiana Bayne

Senior 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.

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.