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Meet the Financial Planning team

Our experienced and qualified financial advice team are dedicated to helping you achieve your financial goals. When it comes to making the most of your super, having a trusted and experienced team by your side can be the best investment you’ll make. 

Advice at no additional cost
Each financial year as part of your membership, you can receive advice on your Statewide superannuation around: insurance inside your Statewide fund, how your fund should be invested and contributions into your Statewide fund, at no additional cost.

Get in touch with our team today on 1300 65 18 65 or make an appointment with a planner here.

We are pleased to introduce you to our Financial Planning team below.

Mark Hamilton

Mark Hamilton

Head of Financial Planning

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.

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Paul Johnston

Paul Johnston

Senior Financial Planner & Team Leader

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.

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Sailesh Kumar

Sailesh 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.

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Shellie McPhee

Shellie McPhee

Financial Planner & Team Leader

Adv. Dip FP

Shellie has 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!).

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Danielle Barron

Danielle Barron

Financial Planner

B.Bus, Adv. Dip FP

With an extensive background in financial services, portfolio management and paraplanning, Danielle joined the Statewide Super Financial Planning team in July 2019.
For Danielle, taking the time to understand each client’s situation and building a solid relationship with them is essential to tailoring the best financial solution to their needs. This involves creating a financial plan that supports wealth creation and reduces tax whilst ensuring the client is protected financially in the event of the unthinkable.
Danielle takes great pride and personal satisfaction in seeing her clients achieve their goals, whether it be retiring early, affording that once in a lifetime holiday or even gaining a better understanding of their financial position.

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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.

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Jordan Tuit

Jordan 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.

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Spenser Colquist

Spenser 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.

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Mick Murray

Mick 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.

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Justine Searle

Justine Searle

Associate Financial Planner

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.

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Charlie Gibbings

Charlie 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. 

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Opel Nelson

Opel Nelson

Associate 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.

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Lachlan Walton

Lachlan 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.

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