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Meet our Financial Planners

Everyone wants something different out of life, and accordingly, no two plans are the same. Our authorised* financial planners aim to get to know you, so they can guide you to where you want to be.

All of us have dreams and ambitions, some harder to reach than others. Our authorised* financial planners have the experience to make it simpler for you to get there, wherever there is. At CSC we’re dedicated to making your dreams and your future one and the same.

With expertise not only in your CSC scheme but also investments and superannuation through to retirement planning and asset protection, you and your family are in safe hands.

Call us at 1300 277 777 to make an appointment today.

*Our authorised financial planners are authorised to provide advice by Guideway Financial Services (ABN 46 156 498 538, AFSL 420367). Guideway is a licensed financial services business providing CSC financial planners with support to provide members with specialist advice, education and strategies.

 

Martin

Martin has 25 years’ experience as a Financial Planner, including 8 in Canberra providing expert advice on the CSC schemes. Prior to his move to Australia, Martin worked for a major financial institution in the UK and also ran his own successful Financial Planning business.

Clear communication and a good understanding of his client’s objectives are the hallmark of Martin’s success. He is passionate about the financial wellbeing of his clients and will always have their best interests at heart. As their trusted adviser he helps clients create, meet and review their desired financial goals and objectives.

Martin has completed a Master of Applied Finance and Graduate Diploma of Finance degrees. He is also a member of the Financial Planning Association of Australia.

 

Patrick

Patrick has worked in a private wealth organisation looking after high net worth clients as well as a boutique financial planning firm looking after corporate and self-managed superannuation clients. Prior to becoming a financial planner, Patrick spent 10 years working for an industry superannuation fund.

Patrick is currently completing his Master of Financial Planning and is also a Justice of the Peace.

Patrick is passionate about ensuring his clients make smart decisions to meet their goals and objectives and to have peace of mind about their financial situation.

 

Nandita

Before joining CSC, Nandita worked with a major financial planning firm providing expert advice on CSC schemes and one of Australia's major banks.

Nandita brings with her a solid understanding of wealth management, strong technical knowledge and a clear focus on client service. She places great emphasis on working with her clients to ensure appropriate strategies are in place to achieve their own unique financial objectives and lifestyle goals.

Nandita has completed a Bachelor of Commerce (Hons), Advanced Diploma in Financial Services and is a Certified Financial Planner. Nandita is also a member of the Financial Planning Association of Australia.

 

Richard

Before joining the Commonwealth Superannuation Corporation, Richard worked with State Super Financial Services in Sydney, providing advice on CSC defined benefit schemes since 2009. Previously, Richard had worked at a boutique private practice and then a major bank.

Richard brings a solid understanding of retirement planning, strong technical knowledge and a clear focus on client service. He has the ability to translate complicated strategies and industry jargon into simple easy to understand information for CSC clients.

Richard has completed a Master of Business degree in Personal Financial Planning, and an Advanced Diploma in Financial Services, amongst other tertiary qualifications. He is also an accredited Life Risk Specialist and a Certified Financial Planner member of the Financial Planning Association of Australia.

 

Vishal

Vishal is based in Melbourne and has over 9 years' experience as a Financial Planner. He has worked in major financial planning organisation AMP, as well as StatePlus where he provided expert advice on the CSC schemes. Prior to joining the finance sector Vishal gained 10 years business experience working as a Business Development Manager and Stakeholder of a well-established medium sized company.

Vishal is committed to providing tailored financial solutions for his clients to secure the best possible pre-retirement and post-retirement solutions in line with their desired financial goals.

Vishal's qualifications include a Bachelor of Commerce, an Advanced Diploma in Financial Services (self-managed superfund and estate planning specialisation) and he is currently completing his Certified Financial Planning designation. Vishal is also a member of the Financial Planning Association of Australia.

 

Glenn

Prior to joining CSC, Glenn worked for StatePlus providing advice on retirement planning and CSC schemes.

Glenn brings enthusiasm and a desire to help clients by providing advice that is appropriate and relevant to their individual needs and objectives. Glenn takes pride in giving clients the tools they require to achieve their financial goals.

Glenn has completed a Bachelor of Commerce, Diploma of Financial Planning and is a Certified Financial Planner. Glenn is also a member of the Financial Planning Association of Australia.

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