Meet the team
We’re committed to providing our members with access to unparalleled financial planning services.
Vision Super’s Financial Planners are experts in super and non-super *
We understand the complexities of money matters, so we provide you with access to tailored advice that fits your unique goals and situation. From retirement planning to specific financial questions, we provide you with access to the right advisers to help you create strategies to empower your financial journey. The advisers are dedicated to personalised solutions that meet your individual needs.
The testimonials featured on this page reflect the positive impact of these financial planning services on our members' lives. These endorsements from our valued members underscore the effectiveness of our approach and the tangible benefits of entrusting your financial planning to Vision Super.
Advice Victoria
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Michael Young | Manu Bhalla | Sean Gothe | Rein Leepin |
Manager Member Advice | Financial Planner | Financial Planner | Financial Planner |
Qualifications > Certified Financial Planner ® > Bachelor of Finance (Financial Planning) | Qualifications > Advanced Diploma in Financial Planning | Qualifications >Advanced Diploma of Financial Planning | Qualifications > Graduate Diploma Financial Planning |
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Francis Kwan | Roger Shepherd | Declan McDonald | Anthony Tabrah |
Limited Financial Planner | Limited Financial Planner | Limited Financial Planner | Limited Financial Planner |
Qualifications >Advanced Diploma of Financial Planning > Bachelor of Business (Accounting) | Qualifications > Advanced Diploma of Financial Services – Financial Planning | Qualifications > Graduate Diploma Financial Planning > AdvancedDiploma Financial Planning > Qualified Financial Adviser (Q.F.A) – Ireland > National Diploma Business Studies (Accounting) – Ireland | Qualifications > Diploma of Financial Planning > Bachelor of Business (Banking & Finance) |
Advice NSW
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Brent Piskorz | Errol Umar | Ivan Haramina | Rosi Pilgrim |
Financial Planner (Newcastle) | Financial Planner (Sydney) | Financial Planner (Sydney) | Financial Planner (Ballina) |
Qualifications > Bachelor of Economics (BEc) > Bachelor of Commerce (BCom) | Qualifications > Bachelor of Economics (BEc) > Advanced Diploma of Financial Services (Financial Planning) > Justice of the Peace (JP) | Qualifications > Graduate Diploma in Financial Planning > Batchelor of Arts (Social Science) | Qualifications > Bachelor of Business > Master of Financial Planning |
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Donna Grundy | Lissa Laffan | Julie Adams | Rod de Bie |
Financial Planner (Newcastle) | Financial Planner (Newcastle) | Financial Planner (Tamworth) | Financial Planner (Parramatta) |
Qualifications > Graduate Diploma in Financial Planning > Diploma in Financial Planning > Accredited Financial Planner ® | Qualifications > Advanced Diploma of Financial Planning > Justice of the Peace > Accredited Financial Planner ® | Qualifications > Bachelor of Economics > Graduate Diploma in Financial Planning | Qualifications > Diploma in Financial Planning > Bachelor of Arts (Media and Communications) |
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Danielle Freund | Cindy Page | Debbie Auduong | |
Limited Financial Planner (Newcastle) | Limited Financial Planner (Wollongong) | Limited Financial Planner (Sydney) | |
Qualifications | Qualifications > Advanced Diploma in Financial Planning | Qualifications > Bachelor of Economics > Diploma of Financial Planning (RG146) > Certified Practising Accountant (CPA®) |
Need advice?
Make an appointment with a Vision Super Financial Planner who will provide information and advice about your super or pension. Bookings can also be made by calling 1300 300 820.
*The financial advice and other services accessible to members are provided by employees of the Trustee (or a related entity) that are authorised representatives of Industry Fund Services Limited (IFS) ABN 54 007 016 195 AFSL 232514. These services are provided on behalf of IFS, not the Trustee.
References to a 'Vision Super Financial Planner' is a reference to a representative of IFS that is authorised to provide personal advice that takes into account your personal circumstances. Other IFS representatives (advisers) may provide members with general advice, guidance or factual information (that is, assistance that does not constitute personal advice). Before making any decision in relation to any of our products, you should read the appropriate Product Disclosure Statement and Target Market Determination (TMD) at visionsuper.com.au.