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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

    Lisa Palmer - Financial Planning Practice ManagerLisa Palmer

    General Manager, Distribution and Advice 
    CFP®, B.Bus, Adv Dip FS (FP)

    Lisa has been leading the advice team at Statewide Super since 2014, having spent most of her prior time working in external Financial Planning practices. Lisa is committed to increasing the financial knowledge and expertise of both 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.

    In addition to this, Lisa is a member of the Conduct Review Commission for the Financial Planning Association (FPA) which regulates conduct of FPA members, to uphold professional and ethical standards within the financial profession.

    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


    Adam Dixon - Financial PlannerAdam Dixon

    Financial Planner
    B. App Fin, Dip Bus, Dip FS (FP), Advanced 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 Financial Services industry for over seven 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 the foundation of successful money management and wealth accumulation. 

    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


    Kate Dundon - Associate Financial PlannerKate Dundon

    Financial Planner & Team Leader
    Dip FS (FP), Adv. Dip FP

    Kate joined Statewide Super in June 2016, and since joining the fund, she has carved a reputation amongst our members as being knowledgeable and personable. Kate particularly enjoys working with members to help them to reach their lifestyle goals and to optimise their super position. Kate also has a passion for educating women on their superannuation and personal finances, and is working to further the education offered to Statewide Super’s female members. 

    Financial Services Guide


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

    Associate Financial Planning
    Adv. Dip FP, Dip FS (Banking)

    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


    Daniel Leske Associate Financial PlannerDaniel Leske

    Associate Financial Planner
    B.Business & Economics, Adv Dip FP

    Daniel joined Statewide Super in February 2018 having previously worked in the Financial Services industry for eight years. With four years’ experience specifically in the superannuation sector, Daniel enjoys educating and empowering members to improve their financial and super knowledge. With a strong desire to ensure his clients achieve their lifestyle objectives, Daniel’s relaxed and easy going style delivers an exceptional member experience.

    Financial Services Guide


    Spenser Colquist Associate Financial PlannerSpenser 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


    Charlie Gibbings - Associate Financial PlannerCharlie Gibbings

    Associate Financial Planner
    Bachelor of Commerce, 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

     


    Paul Johnston

    Associate Financial Planner

    AFP, MBA, ADFS (FP), AIMM

    Paul has been a Financial Planner since 2001 and joined Statewide Super in March 2019 after previously working for a large industry super fund in Adelaide for over 8 years. He holds a Masters of Business Administration, is studying towards completing his Masters in Financial Planning and has been a Justice of the Peace since 1995. Paul has a strong passion to see that people can achieve their lifestyle goals, with a particular focus on ensuring dignity in retirement.

    Financial Services Guide

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

    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 accredited network of financial advisers (“Accredited Advisers”) based locally and regionally. Advice provided to you by these Accredited 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 Accredited 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 Accredited Adviser can be obtained by contacting the Accredited Adviser directly.