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.
Financial Planner, MappFin, BBus, Adv.Dip.FP, Dip.FP (VIC, TAS & SA)
James has over 9 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 a Masters of Applied Finance, Bachelor of Business (Finance) and an Advanced Diploma in Financial Services (Financial Planning).
‘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, Adv.Dip.FP, Dip.FP (NSW)
Jonathan’s areas of expertise include superannuation, insurance, investments and retirement planning. He recognises the importance of financial education and understands that retirement planning can be overwhelming for some – so he provides guidance with tools and advice. Jonathan helps members make sound financial decisions for their super and pension.
'Although everyone’s retirement dream is different, we all want the same thing: a comfortable and enjoyable retirement. Preparing for it as early as possible and getting some guidance along the way is the key to achieving our retirement goals.'
Financial Planner, CFP, Dip.FP (WA)
With over 40 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 more than 20 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, BComm, Adv.Dip.FP, Dip.FP (QLD)
David is a Financial Planner with over 10 years’ experience in the financial services industry. He has a Bachelor of Commerce (Marketing), Advanced Diploma of Financial Planning (Financial Planning) and a Diploma of Financial Services (Financial Planning).
David provides advice that empowers members to make sound financial decisions. His areas of expertise include superannuation, investments, insurance and retirement planning.
“I’m a firm believer in planning for retirement as soon as possible – it’s never too early to set your dreams in motion. Getting financial advice along the way increases the likelihood of a better financial outcome in retirement, and it always gives me great satisfaction being able to help members realise their retirement dreams.”
What’s the magic figure - how much will you need to live the life you dream of when you stop working - find out by using our retirement income calculator.Learn more
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