At Hostplus, we have teams of Advisers and Planners to provide members with advice and assistance. Advisers are a phone-based team who provide limited advice on super accounts, while Planners offer a face to face service and consider each member’s holistic situation (including assets and liabilities outside of Hostplus). Planners also look at financial strategies that can cater to almost every aspect of a member’s life.
Hostplus has engaged Link Advice Pty Limited ABN 36 105 811 836, AFSL 258145 to provide Hostplus members with access to limited personal advice with respect to Hostplus products only. The Superannuation Advice Consultants are Authorised Representatives of Link Advice and facilitate the provision of limited personal advice about Hostplus products to Hostplus members under the Link Advice Australian Financial Services Licence. The cost of providing general and limited personal advice about Hostplus products and services is included in the administration fees for Hostplus products.
Hostplus has engaged Industry Fund Services Ltd ABN 54 007 016 195, AFSL 232514 (IFS) to provide Hostplus members access to personal financial product advice. The financial planners are Authorised Representatives of IFS and provide advice under the IFS Australian Financial Services Licence. Hostplus pays service fees to IFS for adviser services. The financial planners are salaried Hostplus employees, and do not receive commissions.
Advisers are suited to discuss your Hostplus options. As a Hostplus member, this advice is at no additional cost and is part of your membership.
Advisers can help you with:
Phone 1300 348 546 or
A Planner has specialist knowledge and is passionate about helping you achieve your financial goals. They are here to help you retire on your terms and can discuss your options inside and outside Hostplus.
Members who choose to engage the services of a financial planner, will receive a fixed quote before proceeding with personal advice services. This quote will be provided once the planner has understood and agreed with your specific advice requirements.
The fee (once approved by you) will be charged on a fee for service basis. Fees may be subject to change and, if so, you will be advised when you seek financial planning advice.
As a Hostplus member you can elect to pay these advice fees directly from your superannuation account, if the advice is directly related to your superannuation.
Planners can help you with:
How do you picture your retirement? Once your goals are set you and your financial planner have something to work towards.
A reality check of your financial position. Your financial planner will work with you to get a true picture of your current financial and relevant non-financial situation.
|Building the plan
Your financial planner will create a plan to guide you from where you are currently to where you want to be.
Your financial planner will work with you to put the strategies and ideas into action.
|Stay on track
Whether its changes to your personal circumstances, investment markets or legislation, reviewing your plan will help you stay on track to achieve your goals. Book a meeting with your planner whenever you need to discuss your changing situation or needs.
The team are dedicated to helping people manage their money. They believe smarter choices can help you achieve your financial goals no matter how big or small: all you need is a little guidance.
Prabath has a Bachelor of Commerce from the University of Melbourne and is a Certified Financial Planner®.
He has over 11 years’ experience in the Financial Planning industry helping a broad spectrum of clients at various stages of life. His approach is to clearly understand the lifestyle goals of his clients and devise strategies that help his clients make informed financial decisions to achieve those goals. This is consistent with his fundamental belief that effective financial planning is all about achieving your desired lifestyle.
Prabath provides advice on superannuation, retirement planning, taxation planning, insurance and risk management, investment and wealth creation strategies as well as Centrelink strategies to members. Prabath’s great passion is travel and spending time with his young family and his financial plan is structured to pursue these passions. He enjoys helping his clients pursue their passions through effective planning.
Bahar has a Bachelor of Business in Financial Planning from RMIT University and is a Certified Financial Planner®.
She has over 12 years' experience in the financial services industry and provides tailored advice in wealth creation, pre and post retirement planning, Centrelink entitlements, personal insurances and taxation planning.
Bahar enjoys taking the time to really get to know the person in front of her and to then be a part of the journey towards helping them achieve their personal goals and objectives through both efficient and effective financial planning.
Anthony has a Bachelor of Business majoring in Accounting, an Advanced Diploma of Financial planning, Certified Financial Planner® and previously a qualified derivatives and stock broker in the United Kingdom.
His first position was at Macquarie Bank in adviser services after which he spent six years in London working for various investment banks including, Schroders Investment Bank, Gartmore, Citibank, Bank of New York and Merrill Lynch.
Anthony has 22 years' experience in a wide range of financial services and has been a financial planner for over 10 years with Industry Fund Services Ltd. He enjoys working with members to improve their financial situation and prides himself treating clients as he would family.
On a personal note, Anthony is married with 2 children, likes fishing, hiking and allocating his time to children’s sporting commitments.
Matthew holds a Bachelor of Commerce from the University of Tasmania, is a Certified Financial Planner® and has been in the financial services industry for over 16 years.
Matthew has been with Hostplus for over eight years, and provides tailored financial planning solutions including, but not limited to, investment advice, pre & post retirement planning, personal insurance strategies, Centrelink advice, estate planning, and importantly how to get the most out of your super for your retirement.
Matthew enjoys being able to inform clients that they can achieve their goals, and specifically informing members that they can retire comfortably. Matthew is based in our Hobart office, and travels to meet with our northern based members in our Launceston office. On a personal note, Matthew has lived in Tasmania his entire life, is married with two daughters, and is a keen renovator and sports fanatic.
Shakila has a PhD in Econometrics, a Bachelor of Economics (Hon.).
With over nine years’ experience in the financial services industry including roles with Monash University and the Business Council of Australia, Shakila specialises in portfolio construction, debt management, wealth creation and cash flow planning.
She is a passionate supporter of Hostplus members and takes significant enjoyment from the creation and implementation of their financial strategies.
Shakila is committed to establishing ongoing relationships with members to help ensure their financial futures.
Cara has completed an Advanced Diploma of Financial Services (Financial Planning) and a Graduate Certificate of Financial Planning. She is currently studying a Masters of Financial Planning.
She has over 9 years’ experience in the financial services industry and provides personally tailored advice and implementation in wealth creation, pre and post retirement planning, Centrelink entitlements, personal insurances, taxation planning and investment planning.
Ian is a Certified Financial Planner® and has a bachelor’s degree in Commerce & Administration from Victoria University.
He has over 11 years’ experience in the financial services industry and provides advice in wealth creation & tax planning, risk insurance, social security, and pre and post retirement planning.
Ian takes pride in making the complex simple and delivering tailored advice to each of his clients. He believes that advice should be practical and easy to understand and enjoys seeing clients gain financial independence.
In his spare time, Ian enjoys staying fit and active and travelling the world with his wife. He also enjoys the sport of boxing and Muay Thai and has some experience in coaching beginners.
Rebecca has an Advanced Diploma of Financial Services (Financial Planning).
She has 9 years' experience in the financial services industry both within Australia and the UK, specialising in wealth creation and investment strategies, taxation planning, personal insurances, pre and post retirement planning as well as Centrelink entitlements.
Rebecca takes pride in delivering comprehensive advice in a simple easy to understand manner. She is committed to providing the highest level of service and helping her clients achieve their greatest possible retirement outcomes.
Azure holds a Masters of Business Administration, an Advanced Diploma of Financial Planning and is a Certified Financial Planner.
With over 9 years’ experience in the financial services industry including roles within banking and superannuation Azure believes the key to securing your financial future and lifestyle goals is structured and realistic planning.
Azure is an expert in wealth creation, wealth protection and retirement planning strategies, and provides focussed assistance to guide her clients through the financial planning process.