Unisuper’s Private Client Advisory Service

*Due to high demand, additional dates are now available

As a Private Client Adviser, Tristan Barnes is available to provide comprehensive financial advice on multiple issues. If a comprehensive financial plan is needed, Tristan will determine your needs and prepare a detailed, written personal financial plan and assist in implementing any changes. When assessing your needs, Tristan will provide you with a quote detailing any potential fees before you decide to proceed.

Best of all, Tristan available on-campus.

When: 4 September and 18 September

Where: The University of Adelaide, Hughes Building, Room 8.19

Make an appointment with Tristan Barnes by calling 1300 331 685.

Did you know that UniSuper Advice can offer financial advice beyond your super?

UniSuper can help you with your financial goals no matter your financial situation of stage of life. And, although they’re experienced when it comes to your UniSuper account and UniSuper products, they’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, and
  • Aged care

Read more about UniSuper Advice.

This entry was posted in General and tagged , , . Bookmark the permalink.

Comments are closed.