Get the most from your super. A Hostplus financial planner licensed by Industry Fund Services Ltd (ABN 54 007 016 195, AFSL 232514), can help you explore your options for investments, contributions, and more. Achieve your financial goals with Hostplus.
Hostplus financial planners licensed by Industry Fund Services Ltd (ABN 54 007 016 195, AFSL 232514), are passionate about helping you achieve your financial goals. Situated across Australia, Hostplus financial planners are here to support your efforts to retire on your terms. Not close to a regional centre? Chat online or give us a call. Together we can build the retirement you've earned.
A financial planner has specialist knowledge. They’ll help you explore:
Your planner will want to ensure they are giving you the right advice. That means they will need to know more about you and your current financial situation. Before your appointment, complete a ‘Needs Analysis Guide’ to give them a quick snapshot of your situation. Also remember to bring along any financial documents you have as they may be useful.
Dive into goal-setting and fact-finding
Your financial planner will chat with you about your needs so they can learn more about you and your finances. Their job is to get a full picture of your financial habits, to give you a summary of what it will take for you to achieve your goals.
You'll be presented with advice and a full financial plan. The plan will detail your planner’s strategies and recommendations to help you achieve your goals. You’ll also have the opportunity to discuss any questions you may have.
Once you’re happy with the proposed plan, your financial planner can help you put it into action and start making some changes to your financial situation.
Just because you’ve got your plan doesn’t mean you’re on your own. Instead, once you’ve put your financial plan into action, your financial planner can help you to stay on track to achieve your goals by reviewing your original plan on a regular basis or when it suits you. It's important to make sure it keeps up with the changes in your lifestyle, legislation and your personal circumstances.
Hostplus financial planners are licensed by Industry Fund Services Ltd, ABN 54 007 016 195, AFSL 232514.
They share a dedication and passion for helping people like you learn to manage your money better. They believe you can make smarter choices with your super and of course achieve your financial goals no matter how big or small: you just need 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 apart 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 six 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.
Marcus holds an advanced diploma in Financial Services.
A superannuation specialist with over 17 years’ experience, Marcus can offer advice in a variety of areas including account-based pensions, estate planning and wealth creation strategies.
With a clear focus on the financial needs and goals of Hostplus members, Marcus delivers personalised service in an accessible, easy to understand manner.
In his spare time Marcus enjoys soccer, mountain biking and spending time with his family.
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.
1 Hostplus has partnered with Industry Fund Services Limited ABN 54 007 016 195 AFSL 232514 to offer access to licensed financial planning services.