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Financial planning

Statewide Super financial planning – an investment in your future

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Most people require formal advice to get the financial results they want. It doesn’t just happen on its own. A good first step is to make an appointment to see a professional who can help you to achieve your financial goals, someone like our Financial Planners.

With years of experience, a knack for making the complex simple and a passion for what they do, our planners will work with you to create a plan to support your journey toward achieving your financial objectives, giving you comfort that your financial future is in good hands.

  • Statewide Super Financial Planners

    Stateiwde Super Mark HMark Hamilton

    Head of Financial Planning
    AFP reg. Adv.Dip.FS(FP), FFin

    Mark joined Statewide Super in May 2019 as the Head of Financial Planning.

    Mark is responsible for ensuring Statewide Super members are supported at every stage of their financial journey, whether that’s achieving a lifestyle goal or a comfortable retirement. To Mark and his team of Financial Planners, there is nothing better than making a positive difference in someone’s life. Together, their expertise spans an impressive breadth of financial knowledge, allowing them to not only advise but work alongside and develop each members understanding of the importance of superannuation for their future.

    Mark holds a Bachelor of Science (Mathematics), a Graduate Diploma in Applied Finance and Investment with the Securities Institute of Australia and an Advanced Diploma in Financial Services (Financial Planning) from Kaplan Professional Education. Mark is an Associate Financial Planner®, a Fellow of FINSIA and holds over 22 years’ of experience leading teams in the Banking and Financial Services sectors.

    Financial Services Guide


    Sailesh Kumar - Financial PlannerSailesh Kumar

    Senior Financial Planner
    Adv Dip FP

    Sailesh has been working as a Financial Planner for 12 years and is currently studying towards completing his Masters in Financial Planning.  He loves nothing more than working with clients to optimise their financial future and meet their retirement goals. Sailesh has a talent for using simple and easy to understand language to explain difficult financial concepts, and relishes the opportunity to uplift his clients’ financial knowledge and understanding.

    Financial Services Guide


    Shellie McPhee - Associate Financial PlannerShellie McPhee

    Financial Planner & Team Leader
    Adv. Dip FP

    Shellie has now been with Statewide Super since July 2015, working with our members to optimise their financial future. Shellie's approachable and friendly manner helps put our members at ease, making them feel comfortable throughout the advice process. Breaking down and explaining complex concepts in layman terms is one of Shellie's natural gifts, quite possibly drawn from her highly developed negotiating skills from managing 3 boys (including a set of twins!).

    Financial Services Guide


    Matthew Allan Matthew Allan

    Financial Planner
    B.Fin, Adv. Dip FP

    Matthew joined the Statewide Super team in February 2020, with an extensive background in Financial Planning, having worked in the industry since 2007.

    A genuine people person, Matthew relishes learning about and connecting with his clients in order to support them in achieving their financial goals. He also takes great joy in helping his clients to improve their personal situation, regardless of how big or small that change may be.

    With a Bachelor of Finance and an Advanced Diploma of Financial Planning in hand, Matthew is now in the midst of completing his Certified Financial Planner qualification and is looking forward to supporting the members of Statewide Super.

    Financial Services Guide


    Stateiwde Super OpelOpel Nelson

    Financial Planner
    B.Comm

    Opel’s passion for educating and engaging members with their superannuation, drew her to join the team at Statewide Super in January 2019.

    With over seven years’ experience in the Financial Services industry, three of these being in superannuation, Opel is known for her ability to communicate the complexities of superannuation with clarity. This allows each member that she works with, regardless of their background or knowledge, to grasp and understand critical topics, then take the steps needed to benefit their financial future.

    Opel prides herself on providing a solution-focused service to members, that connects with who they are and the journey they are on.

    Financial Services Guide


    Stateiwde Super Jordan TJordan Tuit

    Financial Planner | Darwin, NT
    Adv. Dip FP

    With over a decade in the financial planning industry, Jordan joined Statewide Super in December 2019 having previously worked as a Financial Planner in the private sector, specialising in holistic advice. 

    Jordan realised from a young age the sense of dignity, security and peace that can be created through successful budgeting, saving and financial planning. She understands that everyone’s economic and life situation is unique, with no one size fits all approach and strives to provide advice that will see her clients optimise their position and ultimately achieve their lifestyle goals.

    Financial Services Guide


    Stateiwde Super Spenser ColquistSpenser Colquist

    Associate Financial Planner
    Adv Dip FP

    Spenser joined Statewide Super in May 2016 and has embedded himself within our Financial Planning team. Spenser thoroughly enjoys educating and assisting members with their super, so they can make the best decisions for their future. Spenser prides himself on his friendly and easy going manner, delivering an exceptional member experience each and every time.

    Financial Services Guide


    Stateiwde Super Mick2Mick Murray

    Associate Financial Planner Darwin, NT
    Adv Dip FP

    Mick joined Statewide Super in April 2019 as an Associate Financial Planner having previously worked in the Banking and Finance sector for 13 years.

    Mick is passionate about assisting financially and socially disadvantaged people achieve their financial goals, tailoring solutions based on individual circumstance.  His experience has included delivering education and financial advice to those living in remote areas of the Territory. Currently studying his Graduate Diploma in Financial Planning after having completed his Advanced Diploma, Mick is keen to pursue a long-term career as a Financial Planner.

    Financial Services Guide


    Justine Searle - Regional Manager, Northern Territory, Financial PlanningJustine Searle

    Associate Financial Planner
    Dips FS (Banking) Adv Dip FP, GradDipFinPlan

    Justine was appointed to the role of Regional Manager, Northern Territory for Statewide Super in June 2016 and was solely responsible for the provision of financial advice for members located in the NT. Returning to Adelaide in March 2018, Justine is now dedicated to helping SA-based members achieve better outcomes in relation to their Statewide Super insurance, investment selection and contribution strategy. Justine brings a warm, relaxed and friendly approach to her meetings with members and enjoys educating members on their super.

    Financial Services Guide


    Stateiwde Super Charlie GibbingsCharlie Gibbings

    Associate Financial Planner
    B.Comm, Adv. Dip FP

    Starting at Statewide Super in May 2016 in the Member Services team, Charlie’s aptitude for member servicing and advice provision quickly saw him embedded into the Financial Planning team.  Charlie enjoys ensuring people are making the most of their super arrangements and relishes the opportunity to increase their financial knowledge and understanding, to help them achieve their financial goals. 

    Financial Services Guide

     

     


     

    Statewide Super LachlanLachlan Walton

    Associate Financial Planner
    B.Bus, Adv. Dip FP, Dip FP

    Lachlan joined Statewide Super in January 2020 bringing with him over 7 years of expertise in superannuation and financial planning from the private sector.

    Lachlan believes in the value of providing quality financial advice through building long-term relationships. This in turn sees him develop tailored advice solutions to help his clients achieve their personal objectives, while providing them with further education on their superannuation every step of the way.

    Lachlan holds both a Diploma and an Advanced Diploma of Financial Planning through Kaplan Professional and a Bachelor of Business from the University of South Australia.

    Financial Services Guide

Your initial advice consultation, at no additional cost

Statewide Super offers its members an initial 1-1.5 hour advice consultation at no additional cost, to get the ball rolling. In this meeting we will discuss your financial aspirations, current situation and how we can help.

After this meeting it’s up to you whether you wish to continue. We will provide you with information regarding all the costs up front and will be completely transparent with the price and the process. In some cases, part or all of the advice fee can be paid from your super balance, with your consent – now that’s super convenient!

Proceeding to formal, comprehensive advice

If you decide to proceed with formal advice, we will create a tailored plan, designed to put you on the path to a better financial future. This will involve clarifying your current financial situation, needs and objectives, as well as identifying strategies to get you there. This process can take several weeks unless an urgent timeframe is specified.

At the end of your advice experience you will be provided with a Statement of Advice – a detailed, written financial document that outlines your personalised plan. Our planners will ensure that you understand and agree to their recommendations, before putting those plans into action.

Advice on a range of financial topics

Even though we are super specialists, our financial planners can provide advice on a range of super and non-super related topics. Advice topics include:

  • Superannuation – we can make your money work harder and build your wealth
  • Pre-retirement and retirement planning – whether you’re approaching or in retirement, let us help you achieve your retirement goals
  • Aged care – this emotive topic can often be difficult to navigate. Let us consider the financial options for aged care whilst you look after your loved ones
  • Asset allocation and risk management – we can help determine the best investment selection to maximise your potential return
  • Cash flow and budgeting – we can show you where your money is going and help you develop a plan to grow your bank balance
  • Estate planning – provide you with guidance to provide you and your loved ones peace-of-mind
  • Centrelink – navigating the world of Centrelink and what benefits you are entitled to can be tricky. We can help!
  • Family and asset protection (insurances) – ensuring you have the cash available when you need it most
  • Investing outside of super – whether it be shares, bonds, cash, property or other asset management, we can help determine the best portfolio mix to support you to achieve your goals.

Ready to invest in your future? Contact us today!

  • Important information

    Statewide Super holds an Australian Financial Services Licence (AFSL) that allows it to provide general and personal financial advice. Statewide Super Financial Planners are employees and Authorised Representatives of Statewide Super, who is responsible for any advice given to you by them. 

    Statewide Super also has an associated network of financial advisers (“Associated Advisers”) based locally and regionally. Advice provided to you by these Associated Advisers will be provided under the AFSL held by a third party. That third party is responsible for the financial advice given to you by an Associated Adviser.

    For further information and a copy of the applicable Statewide Super Financial Services Guide (FSG), visit www.statewide.com.au or call 1300 65 18 65. A copy of the relevant FSG for an Associated Adviser can be obtained by contacting the Associated Adviser directly.