Meet the Statewide Super financial advice team
Our experienced and qualified financial advice team are dedicated to helping their clients achieve their financial goals. The team is based in the Statewide Super Member Centre on Victoria Square in Adelaide and they look forward to meeting with you soon. Statewide Super is also expanding its advice services and has partnered with a number of financial advisers in your local area. Our Statewide Super accredited financial advisers are listed below. To make an appointment, please call the firm directly.
Statewide Super Financial Planners
Financial Planning Practice Manager
CFP®, B.Bus, Adv Dip FS (FP)
Lisa has been leading the advice team at Statewide Super for more than two years, having spent most of her prior time working in small financial planning practices. Lisa is committed to increasing financial literacy for Statewide Super members and Australians alike, having presented on topical financial planning issues and investment courses for TAFE, WEA Adult Learning and the Women's Professional Development network at Adelaide University.
CFP®, Dip FP
Kathryn has dedicated most of her working life helping people achieve their lifestyle goals through financial planning and we are fortunate to have Kathryn working with Statewide Super members for over 15 years! Kathryn has a particular interest in helping people retire comfortably, but recently recognised a need to expand this into the complex world of aged care and now also provides advice and assistance with aged care planning and solutions.
Adv Dip FP
Sailesh has been working as a Financial Planner for 10 years and loves nothing more than working with his clients to help them secure their financial future. Sailesh gains great satisfaction from seeing his clients retire comfortably with the peace-of-mind knowing that his work has positively impacted on their quality of life. He uses very simple and easy to understand language to explain often difficult concepts.
B. App Fin, Dip FP
Adam joined Statewide Super in April 2016, having worked as a Financial Planner for a small financial planning practice prior to his arrival. Adam has been in the banking and finance industry for 5 years and has experience in lending, banking and financial planning. He particularly enjoys helping people gain control of their cash flow and finances; which is said to be one of the foundations of successful financial planning.
Adv. Dip FP, Grad Dip AppFin, MAppFin
Brad has been working in financial planning for over 14 years and has most recently been providing financial advice to our members within some of the large organisations who use Statewide Super as their default fund. Brad relishes in the diversity that financial planning provides, whether it be providing advice to a CEO or a young person starting in the workforce for the first time.
Associate Financial Planner
Adv. Dip FP
Shellie has been with Statewide Super for just over a year and is a new addition to the planning team, having started in our Contact Centre. Shellie's approachable and friendly manner helps put our members at ease, which is incredibly important when working with them to identify and reach their future goals. 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!).
Member Solutions Adviser
Adv. Dip FP
Maria has been in financial services for over 25 years, and has worked with Statewide Super members to help them achieve their longer term goals for just over 5 years. Maria really enjoys being able to educate and guide our members to a better financial future with a keen interest in insurance, wealth creation and retirement planning. She is committed to providing a great customer service experience.
Associate Financial Planner
Adv. Dip FP
Kate is the newest member of our team, recently joining us from another financial planning practice. Despite being new to the team, Kate is already carving a reputation amongst our members of being incredibly knowledgeable and personable. Kate particularly enjoys working with members to help them to reach their goals and get their super on the right track.
Regional Manager, Northern Territory, Financial Planning
Dip FP, Dip FS (Banking)
Appointed to the Statewide Regional Manager NT role in June 2016, Justine has an extensive background in banking and financial services. With a passion for financial planning, Justine provides a fresh approach to the Super industry, with a specific focus in retirement planning and education.
She is responsible for all aspects of Statewide Superannuation and Financial Planning Services within the Northern Territory.
Previously NT Manager of ME Bank, Justine has strong relationships and foundations throughout the Northern territory. During her time in banking, she worked closely with industry super funds and developed a keen interest in helping people to achieve their retirement goals.
Justine holds a Diploma of Financial Services in Banking, a Diploma in Financial Planning and is currently working towards her Advanced Diploma in Financial Planning.
Statewide Super Accredited Financial Advisers
|Location||Business Name||Contact Name||Adviser Contact Phone|
|Adelaide, SA 5000||CENTRA WEALTH||Chris Papayianis||0420 227 710|
|Adelaide, SA 5000||LUMEN FINANCIAL STRATEGISTS||Nino Matkovic||08 8211 8511|
|Adelaide, SA 5000||MPAC PTY LTD||Peter Chigwidden||08 8272 6030|
|Dulwich, SA 5065||DAVID SIOSTROM||David Siostrom||08 8431 1644|
|Linden Park, SA 5065||DJM FINANCIAL SERVICES||Damien McColl||08 8379 2716|
|Kent Town, SA 5067||HUMBLE GOODE FINANCIAL||Adam Kerr||08 7477 8252|
|Kent Town, SA 5067||HUMBLE GOODE FINANCIAL||Victor Vu||08 7477 8252|
|Wayville, SA 5034||PRECISION WEALTH ADVISERS PTY LTD||James Dalton||
08 8372 7826
|Wayville, SA 5034||PRECISION WEALTH ADVISERS PTY LTD||Jarrad Murdoch||
08 8372 7826
|Port Augusta, SA 5700||SEAGRIMS - YOUR FINANCIAL PLANNERS||Anne Marie Seagrim||08 8642 6888|
|Port Augusta, SA 5700||SEAGRIMS - YOUR FINANCIAL PLANNERS||Kristen Scharenberg||08 8642 6888|
|Whyalla, SA 5600||PERROTT & LOWE PTY LTD||Alan Perrott||08 8644 1959|
|Darwin, NT 0801||RUTH GERKE||Ruth Gerke||08 8941 2916|
|Windsor, VIC 3181||J.C. CONSULTING PTY LTD||Jason Cutrupi||03 9510 2366|
|Mount Gambier, SA 5290||SINCLAIR WILSON INVESTMENT SERVICES PTY LTD||Jonathan Peglar||08 8724 0399|
|Paralowie, SA 5108||NATIONALE FINANCIAL SERVICES||Peter Alchin||0412 820 996|
|Berri, SA 5343||KEARNEY FINANCIAL||Danny Kearney||08 8582 3388|
To make an appointment with a Statewide Super financial planner simply phone us on
1300 65 18 65 or email email@example.com.