Meet the team
We’re committed to providing our members 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 | Comprehensive Financial Adviser | Comprehensive Financial Adviser | Comprehensive Financial Adviser |
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 | Chau Ngo | Roger Shepherd | |
Limited Financial Adviser | Limited Financial Adviser | Limited Financial Adviser | |
Qualifications >Advanced Diploma of Financial Planning > Bachelor of Business (Accounting) | Qualifications > Bachelor of Business (Major in Economics and Finance) | Qualifications > Advanced Diploma of Financial Services – Financial Planning |
Advice NSW
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Brent Piskorz | Errol Umar | Ivan Haramina | Rosi Pilgrim |
Financial Adviser (Newcastle) | Financial Adviser (Sydney) | Financial Adviser (Sydney) | Financial Adviser (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 | Kate De Zoysa | Lissa Laffan | Julie Adams |
Financial Adviser (Newcastle) | Limited Financial Adviser (Wollongong) | Financial Adviser (Newcastle) | Financial Adviser (Tamworth) |
Qualifications > Graduate Diploma in Financial Planning > Diploma in Financial Planning > Accredited Financial Planner ® | Qualifications > Bachelor of Commerce (Economics and Finance) > Diploma of Financial Planning (RG146) | Qualifications > Advanced Diploma of Financial Planning > Justice of the Peace > Accredited Financial Planner ® | Qualifications > Bachelor of Economics > Graduate Diploma in Financial Planning |
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Rod de Bie | Danielle Freund | Cindy Page | |
Financial Adviser (Parramatta) | Limited Financial Adviser (Newcastle) | Limited Financial Adviser (Wollongong) | |
Qualifications > Diploma in Financial Planning > Bachelor of Arts (Media and Communications) | Qualifications | Qualifications > Advanced Diploma in Financial Planning |
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.
* Vision Super Financial Planners are employees of the Trustee (or a related entity) that are authorised to provide financial advice as representatives of Industry Fund Services Limited (IFSL) ABN 54 007 016 195 AFSL 232 514. Any financial advice provided by a Vision Super Financial Planner is issued on behalf of IFSL, not their employer. Vision Super Financial Planners can provide financial advice including personal advice about Vision Super that takes into account your personal circumstances. Before making a decision in relation to any of our products, you should read the appropriate Vision Super Product Disclosure Statement and Target Market Determination (TMD).