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Financial planners

Meet the super experts

Financial Planners Inner

Our experienced and qualified financial advice team are dedicated to helping you achieve your financial goals.

We’re based in the Statewide Super Member Centre on Victoria Square in Adelaide and look forward to meeting with you soon.

  • Statewide Super Financial Planners

    South Australia

    Lisa Palmer - Financial Planning Practice ManagerLisa Palmer

    Head of Financial Planning
    CFP®, B.Bus, Adv Dip FS (FP)

    Lisa has been leading the advice team at Statewide Super for more than two years, having spent most of her prior time working in small financial planning practices. Lisa is committed to increasing financial literacy for Statewide Super members and Australians alike, having presented on topical financial planning issues and investment courses for TAFE, WEA Adult Learning and the Women's Professional Development network at Adelaide University.

    Authorised Representative of IFS


    Kathryn Johnston - Financial PlannerKathryn Johnston

    Financial Planner
    CFP®, Dip FP

    Kathryn has dedicated most of her working life helping people achieve their lifestyle goals through financial planning and we are fortunate to have Kathryn working with Statewide Super members for over 15 years! Kathryn has a particular interest in helping people retire comfortably, but recently recognised a need to expand this into the complex world of aged care and now also provides advice and assistance with aged care planning and solutions.

    Authorised Representative of IFS


    Sailesh Kumar - Financial PlannerSailesh Kumar

    Financial Planner
    Adv Dip FP

    Sailesh has been working as a Financial Planner for 10 years and loves nothing more than working with his clients to help them secure their financial future. Sailesh gains great satisfaction from seeing his clients retire comfortably with the peace-of-mind knowing that his work has positively impacted on their quality of life. He uses very simple and easy to understand language to explain often difficult concepts.

    Authorised Representative of IFS


    Adam Dixon - Financial PlannerAdam Dixon

    Financial Planner
    B. App Fin, Dip FP

    Adam joined Statewide Super in April 2016, having worked as a Financial Planner for a small financial planning practice prior to his arrival. Adam has been in the banking and finance industry for 5 years and has experience in lending, banking and financial planning. He particularly enjoys helping people gain control of their cash flow and finances; which is said to be one of the foundations of successful financial planning.

    Authorised Representative of IFS


    Brad Jonker

    Financial Planner 
    Adv. Dip FP, Grad Dip AppFin, MAppFin

    Brad has been working in financial planning for over 14 years and has most recently been providing financial advice to our members within some of the large organisations who use Statewide Super as their default fund. Brad relishes in the diversity that financial planning provides, whether it be providing advice to a CEO or a young person starting in the workforce for the first time.

    Authorised Representative of IFS


    Shellie McPhee - Associate Financial PlannerShellie McPhee

    Associate Financial Planner 
    Adv. Dip FP

    Shellie has been with Statewide Super for just over a year and is a new addition to the planning team, having started in our Contact Centre. Shellie's approachable and friendly manner helps put our members at ease, which is incredibly important when working with them to identify and reach their future goals. 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!).

    Authorised Representative of IFS


    Maria Zillante

    Member Solutions Adviser
    Adv. Dip FP

    Maria has been in financial services for over 25 years, and has worked with Statewide Super members to help them achieve their longer term goals for just over 5 years. Maria really enjoys being able to educate and guide our members to a better financial future with a keen interest in insurance, wealth creation and retirement planning. She is committed to providing a great customer service experience.

    Authorised Representative of IFS


    Kate Dundon - Associate Financial PlannerKate Dundon

    Associate Financial Planner
    Adv. Dip FP

    Kate is the newest member of our team, recently joining us from another financial planning practice. Despite being new to the team, Kate is already carving a reputation amongst our members of being incredibly knowledgeable and personable. Kate particularly enjoys working with members to help them to reach their goals and get their super on the right track.

    Authorised Representative of IFS


    Northern Territory

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

    Regional Manager, Northern Territory, Financial Planning
    Dip FP, Dip FS (Banking)

    Appointed to the Statewide Regional Manager NT role in June 2016, Justine has an extensive background in banking and financial services. With a passion for financial planning, Justine provides a fresh approach to the Super industry, with a specific focus in retirement planning and education.

    She is responsible for all aspects of Statewide Superannuation and Financial Planning Services within the Northern Territory.

    Previously NT Manager of ME Bank, Justine has strong relationships and foundations throughout the Northern territory. During her time in banking, she worked closely with industry super funds and developed a keen interest in helping people to achieve their retirement goals.

    Justine holds a Diploma of Financial Services in Banking, a Diploma in Financial Planning and is currently working towards her Advanced Diploma in Financial Planning.

    Authorised Representative of IFS

  • Statewide Super Accredited Financial Advisers

    We’ve expanded our advice services, with a number of Statewide Super accredited financial advisers in your local area.

    See the full list of advisers below.

    Contact name Address
    Adam Kerr Unit 8 / 26 The Parade West, Kent Town SA 5067
    Alan Perrott 93-95 McDouall Stuart Ave, Whyalla Stuart SA 5608
    Chris Papayianis Level 12/431 King William St, Adelaide SA 5000
    Danny Kearney 25 Vaughan Tce, Berri SA SA 5343
    David Siostrom Level 2, 229 Greenhill Road, Dulwich SA 5065
    Damien McColl 83 Devereux Road, Linden Park SA 5065
    James Dalton 22 Greenhill Road, Wayville SA 5034
    Jarrad Murdoch 22 Greenhill Road, Wayville SA 5034
    Jason Cutrupi 12A The Avenue, Windsor VIC 3181
    Jonathan Pegler 9 Wehl St South, Mount Gambier SA 5290
    Nino Matkovic 188 Gouger St, Adelaide SA 5000
    Peter Alchin T1 / 51 Charlotte Drive, Paralowie SA 5108
    Peter Chigwidden 33 Hutt St, Adelaide SA 5000
    Ruth Gerke C 308, Level 1, 19 Kitchener Drive, Darwin NT 0800
    Victor Vu 962 South Road, Edwardstown, South Australia 5039
    Anne-Marie Seagrim 12 Marryatt Street, Port Augusta, South Australia 5700
    Kristen Scharenberg 12 Marryatt Street, Port Augusta, South Australia 5700
    Andrew Nuske 216 Glen Osmond Rd Fullarton SA 5063
    Steven Wood 216 Glen Osmond Rd Fullarton SA 5063
    Bruno Strazdins 216 Glen Osmond Rd Fullarton SA 5063
    Richard Anderson 216 Glen Osmond Rd Fullarton SA 5063
    Sarah Parker 123 High St East Launceston TAS 7250
    Robert Coyte 14 Macquarie St Belmont NSW 2280
    Samantha Geelan 2 Dick st Newcastle West NSW 2302
    Annastasia Hibberd-Keyzers 2/59 Fletcher St Essendon VIC 3040
    Clint Christoff 14 Macquarie St Belmont NSW 2280
    Mark Borg 77 King William Road Unley SA 5061
    Darren James 77 King William Road Unley SA 5061
    Raimon Lewandowski 77 King William Road Unley SA 5061
    Brian Lynch 77 King William Road Unley SA 5061
    Michael Cirson 77 King William Road Unley SA 5061
    Peter Berresford 77 King William Road Unley SA 5061
    Darren Holst 77 King William Road Unley SA 5061
    Nicholas Munro 77 King William Road Unley SA 5061
    Chris Papayanis Level 12,431 King William St Adelaide SA 5000
    Zacharias Zacharia Level 12,431 King William St Adelaide SA 5000
    Gregory Hyslop Po Box 275 Paddington NSW 2021
    Shane Holmes 593 Anzac Hwy Glenelg SA 5045
    Colin Tutty 593 Anzac Hwy Glenelg SA 5045
    Karen Black 593 Anzac Hwy Glenelg SA 5045
    John Menelaou 593 Anzac Hwy Glenelg SA 5045
    Damian Caveney 47 Henry St Stepney SA 5069
    Michael Brandt PO Box Q414, QVB Post Office NSW 1230
    Gregory Hyslop Po Box 275 Paddington NSW 2021
    Stuart Hillier Po Box 4619 Mulgrave VIC 3170
    Bruce Moss Po Box 4619 Mulgrave VIC 3170
    Philip Enger PO Box 328 Kingsgrove NSW 1480
    Simon Enger PO Box 328 Kingsgrove NSW 1480
    Handan Dikici PO Box 328 Kingsgrove NSW 1480
    Damian Caveney 47 Henry St Stepney SA 5069
    Michael Brandt PO Box Q414, QVB Post Office NSW 1230
    David Maddock 24 Moorabool St Geelong VIC 3220
    John Versace PO Box 289 Collins St West Melbourne VIC 8007
    Steve Toniazzo PO Box 289 Collins St West Melbourne VIC 8007
    Robert Greig PO Box Q414, QVB Post Office NSW 1230
    Matthew Scholten Level 2, 917 Riversdale Rd Surrey Hills  VIC 3127
    Trent Collins Level 2, 917 Riversdale Rd Surrey Hills  VIC 3127
    Christopher Fagan Level 2, 917 Riversdale Rd Surrey Hills  VIC 3127
    Luke Spiller Level 2, 917 Riversdale Rd Surrey Hills  VIC 3127
    Mark Liddell Level 2, 917 Riversdale Rd Surrey Hills  VIC 3127
    Jacob O'Sullivan Level 2, 917 Riversdale Rd Surrey Hills  VIC 3127
    Hayirli Yilmaz Level 1, 459 Toorak Rd Toorak VIC 3142
    David Hartley Shop 2,139 Argyle St Picton NSW 2571
    Mathew Evans Shop 2,139 Argyle St Picton NSW 2571
    Sue Norman Shop 2,139 Argyle St Picton NSW 2571

    (NB: The service provided by Accredited Planners (and their associated fees) are at the discretion of each Financial Planning practice and must be negotiated independently of Statewide Super).

    Richard Anderson

     

How do I arrange a meeting?

To make an appointment with one of our Financial Planners (whether a Statewide Super Planner or an Accredited Adviser) just call 1300 65 18 65 or book online.

Looking for general information on your Statewide Super account?

We offer general information too – by phone or face-to-face. Simply phone 1300 65 18 65 or call into our Member Centre at 211 Victoria Square, Adelaide for a chat.

Achieve your financial goals

Secure your financial future by chatting to one of our expert financial planners. Your first appointment is provided at no additional cost. Call us on 1300 65 18 65 or book online.

Book now

  • Important information
    Factual information and general advice may be provided by representatives of Statewide Superannuation Pty Ltd ABN 62 008 099 223 (AFSL 234171) as trustee for the Statewide Superannuation Trust ABN 54 145 196 298 (“Statewide Super”).  Personal financial advice may be provided as follows:
    1. Statewide Super has engaged Industry Fund Services Limited ABN 54 007 016 195 AFSL 232514 (“IFS”) to facilitate the provision of both personal and general financial advice to members of Statewide Super.  Our Financial Planners, Associate Financial Planners, and Member Solutions Advisors based at our Member Centre in Adelaide are Authorised Representatives of IFS.  IFS is responsible for any advice given to you by its Authorised Representatives.
    2. Statewide Super has also accredited a network of financial advisers (“Accredited Advisers”) based locally and regionally. Advice provided to you by these Accredited Advisers will be provided under the Australian Financial Services Licence held by a third party.  That third party is responsible for the financial advice given to you by an Accredited Adviser. 
    Fees may apply.  Further information about the cost of financial advice is set out in the relevant Financial Services Guide (“FSG”).  Copies of the relevant FSG for Statewide Super is available for download at www.statewide.com.au/financial_planning/financial-planning-team or by calling 1300 65 18 65.  A copy of the relevant FSG for an Accredited Adviser can be obtained by contacting the Accredited Adviser directly.