Dip Fin Serv (FP), Dip Fin Serv (Super)

Jim has spent more than 20 years working with industry, corporate, retail and self-managed super funds. He has a wide cross-section of experience gained through super-specific roles in administration, consulting and client relationship management. At AustralianSuper, he is responsible for overseeing the Account Managers based in New South Wales, Queensland and the Northern Territory.

“Our core goal at AustralianSuper is to help working Australians achieve better retirement outcomes. Every decision we make is driven by asking ‘What’s best for our members?’”

Dip Fin Services, BBus (Finance) (current), Adv Dip (FSFP) (current)

Claire’s industrial relations experience has made her a strong advocate for superannuation. Before joining AustralianSuper, she spent three years working for a manufacturing union, providing one-on-one advice, information and assistance to workers regarding their entitlements. She also has considerable experience in customer service and client relationship development.

“It’s important to have your own retirement plan and make decisions that are right for you because in the long-run, it’s the person with the plan that will benefit the most.”

Dip Fin Serv (FP), Cert Personnel Mgmt, Cert IR

David has more than 20 years experience in the financial services industry and possesses specialist knowledge in the areas of administration, human resources and industrial relations. Prior to joining AustralianSuper eight years ago, he held various superannuation-related roles for a large retail and corporate superannuation provider and a leading retail bank.

“I have worked in superannuation for a long time and seen many people end their working lives largely dependent on the Government age pension. It’s a daunting prospect and something AustralianSuper is working hard to change.”

Dip (FSFP)

Andrew has over seven years experience in client relationship and account management roles within the industry superannuation fund sector. His commitment to high service levels and strong interpersonal skills were developed through his previous work as a safety and training officer and operational roles within the heavy manufacturing industry.

“Many people don’t consider super to be as important as other investments because the benefits are not immediate. But taking an interest in your super today could ensure you’re a lot better off in the long-run.”

Adv Dip Fin Serv (FP), Assoc Dip (IR)

Ian has a strong industrial relations and client service background, having spent over 14 years as a trade official at a large manufacturing union. In this role he was responsible for educating and supporting members and implementing campaigns aimed at growing both membership and member advocacy. He joined AustralianSuper over six years ago.

“9% of the working wage is currently being paid into super. It may not seem like a lot of money now but over time, it will become one of the biggest financial assets you’ll ever have.”

Dip Fin Serv (FP)

Camille has over 10 years experience in the banking and superannuation sectors. Before joining AustralianSuper, she worked as a licensed financial adviser for a retail bank, helping customers manage their wealth by developing financial, investment and retirement planning strategies tailored to suit their particular needs.

“The most rewarding part of my role at AustralianSuper is helping people to appreciate the value of superannuation as a genuine asset. I know how important it is and I want our members to realise its value too.”

Dip Fin Serv (FP) (current)

Martin has a diverse background, with over 20 years experience in various management, business development and customer service roles. Before joining AustralianSuper, he spent five years at a large manufacturing union, providing information and assistance to workers regarding their entitlements. He ran his own job placement and employment training business for five years and has worked for both the Federal and State Governments.

“With an aged pension level set at one-quarter of average weekly earnings, the importance of superannuation is self-evident.”

Dip Fin Serv (FP), Dip Fin Serv (Super), Cert Fin Mkts (SIA)

Daryl has spent more than 22 years working with government, corporate and industry superannuation funds. During 14 years at the NT Government Superannuation Office, he participated in all aspects of the superannuation industry. He has worked as an IT consultant and project manager with two large superannuation software and administration providers and spent time as an account manager with a large corporate superannuation administrator.

“Superannuation is not as complex or as irrelevant as most people think. Actively engaging with your super today will ultimately shape your lifestyle in retirement.”

Dip (Fin Plan). Cert. Super Mgmt (ASFA)

Susan is a superannuation specialist with over 13 years experience in the industry fund sector. She has a strong client relationship background, having spent over ten years in senior administration, field and advisory service roles at one of Australia’s largest superannuation administration companies. She also has extensive experience in insurance and claims management.

“Making additional contributions to super on a regular basis can make a big difference to your retirement income. And the sooner you start, the bigger the difference you can make.”

Dip Fin Serv (FP), Cert IV Fin Serv (Super)

Tim has over 30 years experience in the superannuation industry. He possesses a detailed understanding of the administration process, having spent 23 years in administration, customer service and member education roles at two of NSW’s largest superannuation administrators, servicing large government, public sector and industry super funds. He joined AustralianSuper seven years ago.

“My objective is to de-mystify super by breaking down the jargon. Once people understand what it’s really about, they’re in a good position to make informed decisions.

Dip Fin Serv (FP), Cert IV Fin Serv (Super)

Ray has spent 47 years in the superannuation industry, including over 38 years in senior management roles at one of Queensland’s largest public sector super funds. He has a broad range of experience having participated in all aspects of the superannuation industry including administration, benefit entitlements, marketing, product and system design, policy and research, customer service and education. He joined AustralianSuper nine years ago.

“It’s never too late to maximise your super with a view to improving your lifestyle in retirement.”

Dip Fin Serv (Super)

Louise is a superannuation specialist with over 15 years experience in the financial services industry. Before joining AustralianSuper, she spent six years in client service advisory roles with one of Australia’s largest superannuation administration companies, providing telephone and field support to members and employers. She also has significant experience in superannuation administration and has worked as a relationship manager with another industry super fund.

“I enjoy helping people understand not only their super, but the other benefits provided through their fund, like low-cost insurance cover.”

Adv Dip Fin Serv (FP)

Peter has strong interpersonal skills, having held business development, client relationship and management roles for over 24 years. For the last nine years, he has worked in both business development and relationship management roles for two of the largest funds within the industry super fund sector, providing information and practical assistance to both members and employers.

“Superannuation is like a bank account for your retirement. Start now and the power of compound interest will do the hard work for you.”

BBus (Admin Mgmt), Dip Fin Serv (FP), Adv Dip Fin Serv (FP) (current)

Andrew is a superannuation specialist with over 10 years experience in the financial services industry. Prior to joining AustralianSuper, he spent seven years as a Client Account Manager for a corporate superannuation master trust. He also gained more than three years experience in fund administration and project management roles with one of Australia’s largest wealth management firms.

“Superannuation is a highly tax-effective way of accumulating wealth and ensuring your income needs will continue to be met once you stop working.”

Sean’s career spans some 14 years in the superannuation industry. Before joining AustralianSuper, he spent four years in relationship management and business development roles at a large industry super fund. He also has extensive superannuation administration experience, having worked as a client partnership manager and in various administration and client service roles for a large superannuation administrator.

“Superannuation is an important asset that has considerable flexibility. By taking a vested interest, you can make a considerable difference to your final retirement balance.”

BA, Dip Fin Serv (FP)

Patricia has over 20 years experience in the finance industry. Before joining AustralianSuper, she spent ten years as an industrial officer with the finance sector’s largest union, where she was responsible for interpreting and formulating policy and providing recommendations to senior advisers. She also has detailed knowledge of industrial relations law, having spent ten years in a legal research and support role at a dispute resolution body.

"Many employers invite us to deliver education sessions because they understand the long-term benefits of super and want their employees to benefit too.”

Adv Dip Fin Serv (Super) (current), Dip Fin Plan (current)

Shona has a strong financial services background, including over 12 years with industry superannuation funds. Before joining AustralianSuper, she spent five years in administration, insurance claims and client service roles with a small industry super fund. She also has extensive experience in the life insurance industry, having worked in client relationship roles for both retail and group life insurance offices.

“You need to consider what sort of lifestyle you want to live in retirement, set some goals and begin working towards those goals today, before it’s too late.”

Colin has a strong industrial relations background, having spent over 15 years as a trade official at a large manufacturing union before joining AustralianSuper eight years ago. In this role, he was responsible for providing information and assistance to workers regarding their entitlements and implementing campaigns aimed at growing both membership and member advocacy. He also has experience in policy development and implementation.

“For ordinary working Australians, the introduction of compulsory superannuation represents one of the greatest achievements of the last 40 years.”

Dip Bus Admin, Dip Fin Serv (FP) (current)

A strong administration and customer service background has given Anjalee an excellent understanding of the issues facing members and employers in the corporate and industry superannuation funds sector. Before joining AustralianSuper, she spent two years in customer and trustee service roles with one of Australia’s largest superannuation administrators. She was also part of the 2008/09 Super Cadets Program, an initiative designed to fast-track the next generation of industry superfund leaders.

“By helping employers, I know I’m making a positive difference to the retirement incomes of members too.”

Adv Dip Fin Serv (FP)

Daryl has an impressive track record of experience in the financial services industry, having spent more than 25 years as a financial planner within the corporate and private sectors. He ran his own financial planning business for 20 years before moving into the banking sector where he worked in both corporate and private financial planning roles for three years. He returned to private consulting for two years before joining AustralianSuper.

“When you stop working, you need your investments to work for you and super can do that.”

Dip Fin Serv (FP), Cert IV Fin Serv (Super), Cert Bus Mgmt

Seeing members take an active interest in their retirement savings is the most rewarding part of Gary’s work, which spans some 28 years in the financial services industry. Before joining AustralianSuper 15 years ago, Gary spent seven years running his own life insurance agency where he provided personal financial advice to clients on a range of insurance, investment and retirement products and services.

“Once members understand the benefits that super can provide, they become empowered. And that can make a real difference to their quality of life in retirement.”

BIT (Mgmt & Acc), Grad Dip (Fin Plan)

Wendy has over 25 years experience in the financial services industry. Before joining AustralianSuper seven years ago, she spent five years as an area manager for one of the most prominent retail banks in South Australia. She has also held various lending roles within the retail banking sector, dealing with consumer, commercial and rural customers.

“I want people to take more of an interest in their super because the age pension won’t provide the level of income many of us would like to live on in retirement.”

Dip Fin Serv (FP) (current)

Malcolm has an impressive career that spans 30 years in the financial services industry. Before joining AustralianSuper, he spent four years as a financial planner providing personal advice on a range of issues including wealth creation, tax minimisation, risk management and retirement and estate planning. He also has an extensive life and general insurance background.

“The economies of scale afforded to AustralianSuper because of its size mean we are able to offer value-for-money products that members really appreciate, like low-cost insurance cover.”

BBus (Admin Mgmt), Adv Dip Fin Serv (FP)

Randolph is a superannuation specialist with over 13 years experience in the financial services industry. He possesses an in-depth knowledge of superannuation administration, having spent over six years in client service advisory and fund administration roles with one of the industry’s largest superannuation administration companies. He also gained significant experience in insurance and claims management during his time at a large retail super fund before joining AustralianSuper seven years ago.

“Superannuation is the easiest, most tax-effective way in which an individual can create wealth in Australia.”

BBus (Fin & IT), Adv Dip Fin Serv (FP)

A strong administration background means Linda has the experience needed to provide practical information and assistance to members of any age. Before joining AustralianSuper eight years ago, she worked as a client service adviser with one of Australia’s largest superannuation administration companies, providing telephone and field support to employers. She also has considerable experience in office administration and HR.

“AustralianSuper is a very member-focused fund. We want members to take more ownership of their super because it can add real value to their life in retirement.”

BBus (Mkt & HR), Adv Dip Fin Serv (FP)

With over 15 years experience in the financial services industry, Clare is used to helping people identify practical solutions to their superannuation needs. She has a strong client service background, having spent seven years in advice and consultancy roles within the corporate superannuation sector and two years as a financial planner. She also has four years experience in superannuation administration.

“My goal is to show people if they get their super strategy right, it will look after them in retirement.”

BA, Dip Fin Serv (FP), Cert IV Fin Serv (Super)

Trish has over 12 years experience in the financial services industry, with specific expertise in the corporate superannuation arena. Before joining AustralianSuper, she spent seven years in business development and relationship management roles in the wealth management division of a leading bank. She also has over three years experience in the administration of corporate superannuation.

“We need employers to remain committed because it’s an ongoing process of education and communication but if we work together, we can make a difference to a lot of people’s lives in retirement.”

Adv Dip Fin Serv (FP), BBus (Fin Plan) (current)

Jason has over 12 years experience within the financial services sector. He has a strong financial planning background, having worked as both a licensed financial planner for a retail bank and a private client adviser for an investment management company. He also spent three years at a company specialising in back-end superannuation administration before joining AustralianSuper three years ago.

“Paramount to AustralianSuper achieving our goals is our ability to help employers meet their superannuation obligations. If we work together, we can help people retire comfortably and with dignity.”

Cert IV Fin Serv (Super)

Kerry has an extensive corporate superannuation background, having spent over 20 years in administration, consulting services, trustee management and product development roles for defined benefit, hybrid, pension, master trust and industry plans. She also has extensive project management experience in transition and benefit redesign initiatives. She joined AustralianSuper 12 months ago.

“Corporate employers take a very keen interest in superannuation because they see it as part of their employees’ overall benefits. We need to partner with them if we’re to achieve the best outcomes for their employees.”

Grad Cert Fin Adv

Pia has a sound understanding of the fundamentals of finance. Before joining AustralianSuper, she spent three years as a financial planner, providing personal advice on a range of issues including wealth creation, tax minimisation, risk management, retirement and estate planning. This knowledge, coupled with a commitment to customer service, makes her a strong advocate for industry superannuation.

“For employers who are serious about providing the best superannuation solution they can for workers, industry funds are the only way to go.”

BBus (HR), Dip Fin Serv (FP), Adv Cert Personnel

Mark’s career spans some 18 years in the superannuation industry. He has extensive experience in both employer and member field service, having spent almost seven years in business development and relationship management roles with two mid-sized, sector-specific industry superannuation funds. He also has a strong superannuation administration and advisory service background, having worked for a large superannuation administration company for over 11 years.

“Superannuation provides significant long-term tax benefits in the accumulation phase and the confidence of financial security during retirement.”

Dip Fin Serv (Super)

Peter has over 26 years experience in the superannuation industry, including 20 years in business development, relationship management and member education. Before joining AustralianSuper ten years ago, he spent ten years in client service and advisory roles for Australia’s largest retail and corporate superannuation provider. He also has six years experience in superannuation administration.

“If people spend a small amount of time learning how to maximise their super now, they won’t waste time in retirement wishing they’d done something more.”