Our financial planners

Andrew has worked in the financial services industry for over 37 years and for the past nine years has worked as a financial planner at Local Government Super.

He has an Advanced Diploma in Financial Planning and has been a NSW Justice of the Peace for more than 20 years.

"It’s absolutely essential that our members receive a financial plan that’s relevant to their life, and their financial goals. When the superannuation rules or their personal circumstances change, it’s my job to make sure their plan is still meeting all their long-term financial needs."

Andrew is located in Orange.

Errol has close to 20 years’ experience in the financial services industry and specialises in retirement planning.

He holds a Bachelor of Economics degree from Macquarie University, an Advanced Diploma of Financial Services (Financial Planning) and is a Certified Financial Planner.

“I see myself as not only a financial planner, but also a financial coach. I enjoy getting to know our members well and I get satisfaction by being part of the journey to ensure they’re genuinely financially healthy in their retirement.”

Errol is located in the Sydney CBD. 

Lisa has been a financial planner for ten years, and has been helping to look after the retirement savings of local government employees in various roles for more than 16 years.

She holds a Bachelor of Commerce, a Masters in Financial Planning and is a Certified Financial Planner.

"I enjoy sitting down and really getting to know our members as individuals. I believe you really need to take the time to listen to what they have to say if you’re to understand what they want from their super investment."

Lisa is located in the Sydney CBD.

Ian has over 36 years' experience in the financial services industry, and for 23 of those years he has been providing advice in retirement, wealth creation and insurance.

He has an Advanced Diploma in Financial Planning from Deakin University and is a Certified Financial Planner.

"I know comprehensive financial planning can be difficult to understand at times. That’s why I always take extra care to ensure every member I meet is clear on how their financial plan works and how it will help them achieve their own personal financial goals."

Ian is located at Wagga Wagga.

Ian has over ten years’ experience in financial advice and he is able to provide specialised advice to members who are accumulating wealth as well as members planning for retirement.

He holds a Bachelor of Commerce, a Graduate Diploma in Financial Planning and is a Certified Financial Planner.

"I speak Portuguese and I think knowing another language can often help you to see things from a different perspective. To provide good financial advice, I think you do need to see things from the member’s point of view."

Ian is located in the Sydney CBD.

Rosi loves helping members with their super and brings over 14 years’ of industry experience to her role as a financial planner.

She holds a Bachelor of Business, a Masters of Financial Planning and is a Certified Financial Planner.

"My aim is to demystify and simplify super so that our members can clearly understand their current financial situation and the different options they have when planning for their retirement."

Rosi is located at Ballina.

Julie began working in the financial services industry 14 years ago, and has worked as a financial planner since 2011.

She has a Bachelor of Economics from the University of New England, a Graduate Diploma in Financial Planning from the University of the Sunshine Coast and is a Certified Financial Planner.

"I like to talk with members of all ages and I enjoy making what may seem like complex financial concepts more easy to understand. This helps members to more confidently manage their super investment and achieve their financial goals."

Julie is located at Tamworth.

Brent has worked in financial planning since 1998, starting out by assisting financial planners with both strategic and technical advice and then moving into the role of a financial planner himself.

He is a Certified Financial Planner and holds both an Economics and Commerce degree from the University of Newcastle.

"I enjoy getting to know what a member and their family really want to do in retirement, whatever it may be. We then map out a plan, which is the course of action we’ll take to achieve their financial goals."

Brent is located at Newcastle.

Donna has over 11 years’ experience working as a financial planner and for seven of these, she has been working with Local Government Super.

She has a Diploma of Financial Planning and is a member of the Financial Planning Association of Australia.

"The thought of obtaining financial advice can sometimes be overwhelming so I like to firstly find out what is truly important to our members then tailor a plan to make sure the journey to retirement is as smooth as possible."

Donna is located at Newcastle.

Ivan is based at our Sydney office and has been working with Local Government Super since 2005.

He has a Bachelor of Arts in Social Science, an Advanced Diploma in Financial Planning and is a Certified Financial Planner.

"I enjoy having the opportunity to meet with members and provide financial advice. I especially like to be able to highlight tips and strategies they might not have thought about, but are really helpful when it comes to their super investment."

Ivan is located in the Sydney CBD.

Dean is based in our Wollongong office and has worked in financial planning since graduating from Macquarie University in 1995.

He holds a Bachelor of Economics and became a Certified Financial Planner in 1999.

"I think you can offer members real value when you take the time to help them clearly articulate what they want to achieve personally and financially, as well as understanding their concerns and their priorities."

Dean is located in Wollongong.

Lissa is based at our Newcastle office and has more than 13 years’ experience in financial services.

She has an Advanced Diploma in Financial Planning and is a member of the Financial Planning Association of Australia.

"I enjoy explaining investment solutions to members in a way that makes it easier for them to understand, and to show members the positive impact these solutions can have on their personal and financial goals."

Lissa is located in Newcastle.

Rod is based at our Parramatta office in the western suburbs of Sydney and has more than ten years’ financial planning experience.

He has a Diploma in Financial Planning and holds a Bachelor Degree in Arts (Media Communications) and is a Certified Financial Planner.

"My mission is to advise members to make informed financial decisions and carry out effective, straight forward financial strategies which help them achieve a better financial position in retirement."

Rod is located in Parramatta.

Paul holds a Bachelor of Commerce with a major in finance and marketing. Currently ADFP qualified he is working towards his CFP designation.

“I am passionate about empowering people to make informed financial decisions for their future. By explaining the positive impact of our solutions, and ensuring clients fully understand their options in simple terms, we can achieve both their personal and financial goals.”

Paul is based in Wollongong.