Retiring in 12 months?

Building on a successful career in the finance sector, Andrew followed his passion for meeting people by moving into financial advice. Andrew is driven by wanting to help people, especially when it comes to finances.

Andrew enjoys taking complex subjects like superannuation and breaking them down into bite-sized, relatable examples for members. He says, “Nothing beats the satisfaction of watching a member understand a financial concept or strategy, and making a difference to their life, it’s extremely rewarding”.

Andrew enjoys the flexibility of super and the way it can be adapted to meet member needs. He likes to guide his members through each of life’s stages showing them how their super and financial management needs can be adapted as their circumstances change; from the first stages of their working career, expanding their family, the empty-nest stage and of course, arguably the best part, retirement.

He is a firm believer that you don’t need to have a large retirement balance to seek advice. Financial advice can change the lives of members with even the smallest balances. The key to a successful partnership with clients is to listen. He believes it’s an honour to have members share their lives with you, and it’s important to share something with them too.

In his downtime Andrew enjoys spending time with family and friends, going to gigs, jamming with his bass guitar and playing football (soccer). In fact, Andrew started a successful soccer club in a small ‘league and rugby-only’ town in regional NSW. In the first summer, the club had over 400 children register to play.

The club grew exponentially to accommodate many children, teen and adult teams who competed in NSW and ACT. To honour his contribution to his community, Andrew was presented with an Australia Day Community Award, by the lead singer of Ice House, Iva Davies!

What our members have to say about Andrew

“We find Andrew to be so helpful. He always takes the time to explain things to us. He follows through and keeps us informed, he is highly regarded by us and a wonderful representative for First Super.” 

“We found Andrew very easy to talk to and he explained things so we could understand what it was all about. Very happy with his service.”

“We both found Andrew to be very professional, reliable and informative and would highly recommend him to others.”

“Andrew is very professional with clear easy to understand explanations as well as a great caring person!”

Jayson has spent his career working with industry funds, so the move to First Super in 2019 as a financial planner seemed like a natural progression. He is passionate about helping people. The ability to change people’s lives is what attracted Jayson to a career in financial planning, and it’s what he continues to enjoy about his job today.

Jayson meets with members all across the country. He understands that everyone is different, and has different ideas of what they want to achieve. Jayson makes sure he understands each members needs and objectives and ensures that the advice he provides is tailored just for them.

Providing advice to members with small super balances can have the greatest and most rewarding impact. He enjoys seeing that moment on his clients’ faces when they realise that they’re going to be able to meet their retirement needs – it’s their sense of ease and happiness that makes him proud of the work he does.

The financial services industry, particularly superannuation, is forever changing. Jayson prides himself on being at the forefront of changes, keeping his clients updated and adapting the advice he gives to ensure he meets the new requirements as well as the needs of his clients.

When he’s not in the office working or out meeting members, Jayson enjoys spending time with family and friends, and cheering on his beloved football team, Collingwood. Despite his choice of football team, he’s an exceptional financial planner.

What our members have to say about Jayson

“Very happy with the service provided keep up the good work.”

“Jayson is always prompt with returning calls or emails. He delivers the information in an easy to understand way. Always informative. We find Jayson an excellent advisor and happily recommend him.” 

“Jayson is extremely professional in his manner with a friendly nature that makes you feel comfortable about allowing him to advise you about your super.”

“It is always so easy to talk to Jayson and get the answers without any difficulty. Excellent.” 

Having worked as a financial planner for over 10 years, Daniela has met some fascinating and inspiring members in her time. Daniela loves the opportunity to educate members about the ever-changing areas of finance. She finds meeting new members exciting and rewarding – she learns as much from them, as they learn from her.

When meeting with members, Daniela believes it’s critical to listen, get a strong understanding of their background and identify their core values. Daniela loves to talk about superannuation, especially when helping young families. She particularly enjoys her focus on building wealth and putting strategies in place to protect the wealth that she helps her members to build.

Many First Super members work so hard all their lives, not knowing if they will have enough money in retirement. After meeting with them, working through their goals and finances, Daniela can feel their sense of relief. Seeing the joy in her clients’ faces as they learn that their retirement savings will be enough to give them a great lifestyle in retirement is what drives her.

One of Daniela’s top tips is to always seek the advice of an expert. Even if you think you know what you’re doing and have a solid plan in place, it never hurts to get a second opinion just to make sure you’re on the right track. A good financial planner will always be able to make a tweak to your plan to help you maximise your retirement outcome.

In her spare time Daniela chases her two young sons around, ferrying them back and forth to their various sporting activities. When she has a moment to spare, she loves to read a good book.

What our members have to say about Daniela

“Daniela’s professionalism, clarity, work speed, honesty and availability were a credit to First
Super. Daniela was able to comprehend both my personal acuities, immediate and long-term needs, and work with me to establish the best money strategy in the progressing of my fund to the best outcome for me.” 

“It was a very worthwhile process. Painless and easy in our own home.”

“Daniela is very thorough and very pleasant to deal with”

“I was impressed with Daniela, coming to Ballarat from Melbourne, on two occasions; to offer an in-depth analysis, of my retirement strategy.”