Maritime Super's financial planners understand the unique needs of our members and don't accept commissions from third party providers – so you can be confident that their advice is based on what's best for you.
Our financial planners are based in Sydney, Melbourne, Brisbane and Fremantle. If you can’t make it into one of our offices, don't worry; they travel around Australia and can come to you.
Head of Advice, CFP, Dip.FP (VIC, SA)
Chris is the Head of Advice at Maritime Super, and brings a wealth of knowledge and experience to the role. Under his leadership, the Advice Team delivers quality, compliant financial advice that unfailingly has the member’s best interests at the forefront.
Chris is a Certified Financial Planner with more than 20 years' experience in financial services, gained in various senior roles including accounting and financial advisory services.
‘I'm committed to ensuring that our members have access to the very best advice available. I take pride in equipping members with the tools, resources and strategies that help them secure a good financial future.’
Financial Planner, BBus, Adv.Dip.FP, Dip.FP (VIC, TAS)
James has over 8 years’ experience in financial planning; his exposure to all facets of the financial services industry enables him to deliver innovative financial and retirement planning solutions. He takes pride in his ability to help members make informed financial decisions.
James has an Advanced Diploma in Financial Services (Financial Planning) and a Diploma in Financial Services (Financial Planning). He also has a Bachelor of Business (Finance) and is currently undertaking a Masters of Applied Finance.
‘Many people describe their working life as a journey, and I’m here to help them along their super journey to provide them peace of mind knowing that their financial future is assured. With careful planning and the right strategies and advice, everyone can achieve financial security in retirement.’
Senior Financial Planner, CFP, Dip.FP, BDS (NSW)
Matthew's approach recognises the importance of having both short-term and long-term financial goals that work in harmony together. There's no one size fits all approach to financial planning, and Matthew is motivated by discovering what’s important to each member so they can work together to maximise the member's financial wellbeing
Matthew is a Certified Financial Planner who has been providing quality financial advice to members for more than 10 years.
‘No two members are the same, and I love learning about each and every member; their goals and plans for the future. It gives me a great sense of satisfaction to work with members to help them realise their financial dreams’.
Financial Planner, CFP, Dip. Bus (Acctg), ADFS (FP), GDip.FP (NSW)
Stephen’s knowledge and expertise spans superannuation, insurance, investments and retirement planning. He takes a holistic approach to help members achieve their financial goals and objectives. Stephen is a Certified Financial Planner with over 8 years’ experience in the finance industry.
Stephen has an Advanced Diploma of Financial Services (Financial Planning), Associate Diploma of Business (Accounting), Graduate Diploma of Financial Services (Financial Planning) and Diploma of Financial Services (Mortgage Broking).
‘Members confide in me their hopes and dreams for the future, and it gives me immense satisfaction in being able to steer them in the right direction to realise these dreams.’
Financial Planner, CFP, Dip.FP (Bathurst NSW)
Servicing the Bathurst community since 2010, Peter has an intimate understanding of the local issues that can impact a person’s situation, their financial decisions and future. His advice covers a broad spectrum of financial topics – from mortgages to retirement, taxation to estate planning.
Peter draws upon his 26 years of experience in financial services to deliver financial and retirement strategies to members. He is a Certified Financial Planner, an accredited member of the Financial Planning Association of Australia, and is also a Tax (financial) Advisers
‘Community is everything, and I am deeply committed to my local community and helping those around me secure a better financial future. We’re all in it together, and it gives me a great amount of satisfaction knowing that I can make a real difference in a person’s financial future.’
Financial Planner, CFP, Dip.FP (WA)
With over 30 years’ experience in the financial services industry, Craig has accumulated a wealth of experience helping people plan for their future and organise their financial affairs in retirement.
Craig is a Certified Financial Planner and holds a Diploma in Financial Planning. He is an accredited member of the Financial Planning Association of Australia, and has provided quality financial advice to members of Industry Super Funds for 18 years.
‘Like any good road map, a financial plan points you towards your destination and shows you the best way to get there. It’s gratifying to know that I can make a real difference in a person’s retirement journey and help them achieve their long-term financial and retirement goals.’
Financial Planner, Dip.FP (QLD & NT)
At the forefront of Jim’s advice philosophy is recognising the value of long-term relationships – Jim prides himself on his ability to understand exactly what members need so that he can help them feel confident about their financial future. He helps members explore different options and scenarios so they can take control of their financial situation and navigate their way to a comfortable retirement.
Jim holds a Diploma of Financial Planning and is an accredited member of the Financial Planning Association of Australia. He has over 15 years’ experience in providing quality financial advice.
‘For me, it’s all about building and nurturing relationships with members. I genuinely care about the people I’m helping, and I pride myself on my ability to understand what members need. Often, listening is more important than speaking, and I take the time to listen to what members are really communicating when they talk about their plans for the future.’
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When you're saving for your future, it pays to get advice. It’s cost-effective and your first meeting is a free fact find session - make the most of it and see a planner today!Talk to us