About Us

Advice, For You

Your Superannuation Expert

Our goal is quite simple; to make positive financial differences in the lives of our clients, that they can feel now and later in life. We’re a team of dedicated, like-minded professionals with one united vision; to engage in value-adding interactions that improve the financial futures of as many Australians as possible. We review, advise and drive out quality financial advice with only you in mind.

Giving Back

Better Futures For Everyone

On our positive impact mission, we identified we have the power to touch the lives of those far beyond our clients. Through close client relationships, we've unearthed a diverse range of charities, initiatives and communities close to their hearts, areas in which they would love to make a difference. And so, we started there… It’s amazing, the web of goodwill we can weave when we put our minds to it.

Our Leadership Team

Matt McNaughton

Chief Executive Officer

Matt is a highly skilled professional with over 30 years’ experience within the Banking and Financial Services industry.  With his proven industry track-record and solid business reputation, he joins Superannuation Advice Australia (SAA) as the newly appointed Chief Executive…

Anthony McAleer

Head of Advice

A Financial planning and Human services professional with a long career assisting people to grow and thrive. Working with the human part and the governance side of an Australian Financial Services Licence (AFSL) really excites our Head of Advice.…

Ian Potter

Executive Manager

Authorised Representative No. – 1007549 Qualifications – Diploma of Financial Planning (RG146), Advanced Diploma in Financial Planning, Graduate Diploma in Financial Planning Ian is a Practitioner Member of the Association of Financial Advisers (AFA,) the longest-standing association representing financial…

Shannon Arnold

Executive Manager

Shannon Arnold is a seasoned Senior Financial Services Leader with a rich background in Banking, Financial Planning, and Wealth Management. Boasting extensive experience at renowned institutions such as Commonwealth Bank, MLC Australia, and Bridges Financial Services, Shannon brings a…

Brendan Jordan

Head of Compliance

Qualifications: Bachelor of Business Administration (BBA), Diploma of Financial Services, Advanced Diploma of Financial Services, Self-Managed Super Funds (SMSF), Certificate IV in Finance & Mortgage Broking, Margin Lending Adviser (Personal Advice) Brendan is a highly qualified and ethical professional, with over 15 years’ experience within…

Frances Elbeb

Head of Business Operations

A self-motivated and independent professional, Frances is highly regarded for natural ability to identify and critically assess complex procedural workflow strategies. With over 14 years of operational management experience spanning education, aviation and finance, Frances excels in collaborating with…

Danielle Fricker

Operations Manager

Qualifications: Bachelor of Business (Finance), Bachelor of Science (Biological Sciences), Diploma of Financial Planning Danielle first entered the finance industry in an administrative role. Working across various departments enabled her to lay down solid foundations in business processes, and…

Kasey Renwick

Customer Care Manager

A highly motivated and results-driven Customer Care Manager, Kasey has more than ten years of industry experience in the development and implementation of complex, client-centric processes and procedures. To this end, her core strength lies in devising innovative solutions…

Olivia Putland

Annual Reviews Manager

Olivia has 10 years demonstrated managerial experience. She first discovered her passion for building cohesive teams and mentoring individuals along their chosen career paths, while managing multiple successful restaurant sites. Her background in business and training, coupled with her…

Raelene Love

Insurance Specialist Manager

Insurance Specialist Manager A senior underwriting specialist and member of the Australian Life Underwriting & Claims Association (ALUCA), Raelene has over 25 years’ experience honed within the Insurance and Financial Services industries. As Insurance Specialist Manager, Raelene employs her…

DELIVERING TAILORED FINANCIAL SOLUTIONS

Our Advisers

Anthony Carboon

Financial Adviser

Authorised Representative No. 465418 Qualifications – Diploma of Financial Planning (RG146) A finance professional who enjoys helping people achieve their goals and making a difference, Tony has over 30 years’ experience spanning customer service, banking, lending, general insurance, wealth…

Christian Stanger

Christian Stanger

Financial Adviser

Authorised Representative No. – 0314767 Qualifications – Diploma of Financial Planning (RG146), Advanced Diploma of Financial Planning, BA Christian has been delivering quality financial advice since 2009 after starting work in his father’s wealth firm three years earlier. Holding a…

Daniel Adams

Financial Adviser

Authorised Representative Number: 1302888 Qualifications: Bachelor of Commerce (Financial Planning and Accounting) Daniel’s role within the company focuses on conducting annual reviews and providing advice and support to existing clients. With a specific emphasis on superannuation and insurances, Daniel…

Danis Hrle

Provisional Adviser

Provisional Adviser Number: 1307687 Supervisor: Tommy Vukovic AR No. 1273105 Qualifications: Bachelor of Commerce (Finance, Financial Planning) Danis is an aspiring Financial Planner currently enrolled in the Professional Year program at SAA. Holding a Bachelor’s Degree in Commerce with…

Diogo Rodrigues

Financial Adviser

Authorised Representative Number: 1271445 Qualifications: Bachelor of Commerce (Financial Planning and Accounting) Diogo holds a Bachelor of Commerce, with a double award major specialising in Financial Planning and Accounting. After graduating in the top five percent of students, he…

Gabrielle Eynon

Financial Adviser

Authorised Representative No.: 1007550 Qualifications: Masters in Financial Planning, Advanced Diploma of Financial Planning, Diploma of Financial Planning Gabrielle boasts a distinctive career spanning over 15 years in financial planning, personal insurance, home lending, remediation, and compliance. With exceptional…

Glenn Hedger

Financial Adviser

Authorised Representative Number: 1302889 Qualifications: Bachelor of Commerce, Diploma of Financial Planning Glenn, a dedicated financial planner, is unwavering in his commitment to turning clients’ financial goals into reality. Armed with a Bachelor of Commerce specialising in Financial Planning…

Isabel Dallas

Financial Adviser

Authorised Representative No.: 1269327 Qualifications: Advanced Diploma of Financial Planning, Bachelor of Commerce (Honours), Diploma of Accounting Isabel has diverse experience in the financial industry, having started as a graduate at the Reserve Bank working in the liquidity forecasting…

Jason Wong

Financial Adviser

Authorised Representative No.: 1008231 Qualifications: Graduate Diploma of Financial Planning, Advanced Diploma of Financial Services, Bachelor of Business, Self-Managed Super Fund Accreditation A finance professional with 15 years’ experience, Jason’s wealth of industry knowledge extends to portfolio modelling, wealth management,…

John Pearson

Financial Adviser

Qualifications – Advanced Diploma of Financial Planning John has been in the Financial Services industry for 18 years and has provided advice within the areas of superannuation, investment, personal insurance, estate planning and aged care. John holds an Advanced…

Justin Chong

Financial Adviser

Authorised Representative Number: 1246053 Qualifications:  Graduate Diploma of Financial Planning, Bachelor of Commerce (Economics & Finance), Diploma of Financial Planning Justin dedicates his efforts to understanding his clients’ current circumstances and requirements and guiding them towards sound financial decisions.…

Karunesh Arora

Financial Adviser

Authorised Representative No.: 1271928 Qualifications: Advanced Diploma of Financial Planning, Diploma of Financial Planning, Master of Professional Accounting, Bachelor of Commerce  A finance professional who enjoys helping people achieve their goals and making a positive difference, Karunesh has 6 years’ industry experience…

Karen Sewell

Financial Adviser

Authorised Representative No.: 1002447 Qualifications: Bachelor of Commerce (Accounting), Graduate Diploma of Financial Planning, Certified Financial Planner Karen Sewell is a dedicated advocate for empowering individuals to take control of their financial future. With over 17 years of experience…

Larissa Coert

Financial Adviser

Authorised Representative No. – 1270730 Qualifications – Double Bachelors in Event Management and Employment Relations, Diploma of Financial Planning (RG146) Larissa’s 15 years of customer service experience and natural ability for building relationships, assists her in relating well to…

Krisna Ngetis

Financial Adviser

Authorised Representative No.: 1303525 Qualifications: Bachelor of Commerce (Financial Planning, Finance), Bachelors of International Business As a financial advisor at SAA, my responsibilities include conducting annual reviews with clients and providing guidance on any inquiries or ideas they may…

Kristelle Harris

Financial Adviser

Authorised Representative No. 462342 Qualifications – Bachelor of Commerce, Advanced Diploma of Financial Planning, Margin Lending and Geared Investments I serve as a Financial Adviser with expertise spanning both superannuation and insurance domains. With a robust 13-year tenure in…

Michael Jerard

Financial Adviser

Authorised Representative No.: 299742 Qualifications: Advanced Diploma of Financial Services (Financial Planning), Diploma of Financial Services (Financial Planning), Certified Financial Planner, SMSF Accreditation, Bachelor of Commerce  Michael Jerard brings over 15 years of experience in the Financial Services Industry,…

Niyoosha Reinehr

Financial Adviser

Authorised Representative No.: 1241234 Qualifications: Diploma of Financial Planning, Advanced Diploma of Financial Planning, Bachelor of Commerce (Finance) Driven to make a difference, qualified Financial Adviser Niyoosha, has 15 years’ demonstrated history in the field of financial planning. Her high…

Pauline Greenwell

Financial Adviser

Authorised Representative No.: 1008266 Qualifications: Graduate Certificate of Financial Planning, Advanced Diploma of Financial Planning, Diploma of Financial Planning Pauline specialises in superannuation and insurance. With 9 years of industry experience, her role involves offering comprehensive financial advice. Pauline…

Samuel Boon

Financial Adviser

Authorised Representative No.: 1305760 Qualifications: Bachelor of Commerce (Financial Advising, Managerial Economics), Graduate Diploma of Financial Planning Samuel Boon, an accomplished financial adviser with over four years of experience, specialises in crafting personalised financial plans for individuals and organisations.…

Sharmila Phal

Financial Adviser

Authorised Representative No.: 1002911 Qualifications: Graduate Diploma of Financial Planning, Advanced Diploma of Financial Planning Sharmila Phal is an accomplished financial professional with more than 17 years of experience providing expert financial planning advice. As an Authorised Representative, she…

Sharon Trestrail

Financial Adviser

Authorised Representative No.: 413891 Qualifications: Graduate Diploma of Applied Finance (Financial Planning), Bachelor of Business (Banking & Finance), Super Concepts ICFS Specialist SMSF Course Sharon’s career journey reflects a unique blend of expertise in both financial services and hospitality…

Shreya Singh

Financial Adviser

Authorised Representative No.: 1252348 Qualifications: Advanced Diploma of Financial Planning, Diploma of Financial Planning (RG146), Master of Human Resources & Industrial Relations, Bachelor of Commerce Driven to make a difference, Shreya is a Certified Financial Planner – passionate about helping people…

Stephen Baird

Financial Adviser

Authorised Representative No. – 1004713 Qualifications – Diploma of Financial Planning (RG146), Advanced Diploma of Financial Planning, Member of Financial Planning Association of Australia Stephen emigrated from Scotland 25 years ago and enjoys helping his clients protect and grow…

Stephen Hoyes-Cock

Financial Adviser

Authorised Representative No.: 1002961 Qualifications: Graduate Diploma of Financial Planning, Bachelor of Commerce (Management and Marketing), Diploma of Financial Planning, Diploma of Finance and Mortgage Broking Stephen Hoyes-Cock is a seasoned financial adviser with a profound dedication to helping…

Steven Cove

Financial Adviser

Authorised Representative No. 1250225 Qualifications: Diploma of Financial Planning, Bachelor of Business (Finance and Economics), Self-Managed Super Funds Accreditation, Margin Lending Accreditation A passionate finance professional with extensive interpersonal communication and relationship building skills, Steven has seven years’ experience…

Stuart Reeves

Financial Adviser

Authorised Representative No.: 248496 Qualifications: Diploma of Financial Planning, Bachelor of Business (Accounting), Bachelor of Business (Banking & Finance), Certified Financial Planner Stuart Reeves, a seasoned Financial Planner with over 20 years of experience, is dedicated to assisting clients…

Tiffany Cosh

Financial Adviser

Authorised Representative No.: 1001500 Qualifications: Graduate Certificate in Financial Planning As a Financial Adviser, I guide clients on finance management and security. I recommend investment strategies, cost reviews, and retirement planning for superannuation. I also advise on contributions, fund…

Tomislav Vukovic

Financial Adviser

Authorised Representative Number:1273105 Qualifications: Diploma of Financial Planning (RG146) FASEA qualified, Tommy has eight years’ experience within the financial services sector. His previous industry knowledge was cemented at a small, family-owned practice, where Tommy first discovered his passion for…

Yad Singh

Financial Adviser

Authorised Representative No.: 1269286 Qualifications: Bachelor of Commerce (Finance & Accounting), Diploma of Financial Planning, Securities and Managed Investments Yad is a financial planner with a strong background in banking and finance. With 7 years of industry experience, he…

To celebrate success by rewarding our staff and customers and making a difference in the community.

To be Australia’s leading Financial Services company, delivering affordable, scaled, professional advice, to educate and help everyday Australians achieve their financial goals.

Integrity - do the right thing, without compromise.
Innovation - look for the smartest way forward.
Collaboration - Live as one team with one vision.
Compassion - Listen, learn and act with empathy.

Integrity & Professional Conduct

Partnered with Lonsec

We’re proud of our partnership with Lonsec Investment Solutions, Australia’s Number 1 Investment Research Company. Lonsec joined our Investment Committee to help us deliver better outcomes for our clients. The Lonsec team leverages the expertise of over 130 employees and 65 analysts to help shape, quantify and build our highly diversified actively managed portfolios. Working closely with Australia’s number 1 Research House helps us make better-informed investment decisions and provides our client’s with peace of mind.