Daily News
A message from UniSuper: Greg Elias – your Private Client Adviser
From: Shelley Cootes
Valid from: Thursday 8 November 2018 to Friday 30 November 2018
As a Private Client Adviser, Greg Elias is available to provide comprehensive financial advice on multiple issues and if a comprehensive financial plan is needed, Greg will determine your needs and prepare a detailed, written personal financial plan and assist in implementing any changes.
Best of all, Greg visits all of our campus locations for your convenience.
Make an appointment with Greg by calling 1300 331 685.
Did you know that UniSuper Advice can offer financial advice beyond your super?
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We can help you with your financial goals, no matter your financial situation of stage of life. And, although we’re experienced when it comes to your UniSuper account and UniSuper products, we’re also qualified to help you with:
* Retirement planning
* Strategies beyond super – such as debt management, income planning and redundancy advice to name a few
* Wealth accumulation
* Insurance
* Estate planning considerations – such as Powers of Attorney, nomination of beneficiaries and a referral service of establishing your will or testamentary trust
Find out more here: https://www.unisuper.com.au/financial-advice/financial-advice-for-everyone
Attached document: Greg Elias.pdf [250232 bytes] application/pdf