More about Jayson Jayson has spent his career working with industry funds, so the move to First Super in 2019 as a financial planner seemed like a natural progression. He is passionate about helping people. The ability to change people’s lives is what attracted Jayson to a career in financial planning, and it’s what he continues to enjoy about his job today. Jayson meets with members all across the country. He understands that everyone is different, and has different ideas of what they want to achieve. Jayson makes sure he understands each members needs and objectives and ensures that the advice he provides is tailored just for them. Providing advice to members with small super balances can have the greatest and most rewarding impact. He enjoys seeing that moment on his clients’ faces when they realise that they’re going to be able to meet their retirement needs – it’s their sense of ease and happiness that makes him proud of the work he does. The financial services industry, particularly superannuation, is forever changing. Jayson prides himself on being at the forefront of changes, keeping his clients updated and adapting the advice he gives to ensure he meets the new requirements as well as the needs of his clients. When he’s not in the office working or out meeting members, Jayson enjoys spending time with family and friends, and cheering on his beloved football team, Collingwood. Despite his choice of football team, he’s an exceptional financial planner. What our members have to say about Jayson “Very happy with the service provided keep up the good work.” “Jayson is always prompt with returning calls or emails. He delivers the information in an easy to understand way. Always informative. We find Jayson an excellent advisor and happily recommend him.” “Jayson is extremely professional in his manner with a friendly nature that makes you feel comfortable about allowing him to advise you about your super.” “It is always so easy to talk to Jayson and get the answers without any difficulty. Excellent.”
More about Daniela Having worked as a financial planner for over 10 years, Daniela has met some fascinating and inspiring members in her time. Daniela loves the opportunity to educate members about the ever-changing areas of finance. She finds meeting new members exciting and rewarding – she learns as much from them, as they learn from her. When meeting with members, Daniela believes it’s critical to listen, get a strong understanding of their background and identify their core values. Daniela loves to talk about superannuation, especially when helping young families. She particularly enjoys her focus on building wealth and putting strategies in place to protect the wealth that she helps her members to build. Many First Super members work so hard all their lives, not knowing if they will have enough money in retirement. After meeting with them, working through their goals and finances, Daniela can feel their sense of relief. Seeing the joy in her clients’ faces as they learn that their retirement savings will be enough to give them a great lifestyle in retirement is what drives her. One of Daniela’s top tips is to always seek the advice of an expert. Even if you think you know what you’re doing and have a solid plan in place, it never hurts to get a second opinion just to make sure you’re on the right track. A good financial planner will always be able to make a tweak to your plan to help you maximise your retirement outcome. In her spare time Daniela chases her two young sons around, ferrying them back and forth to their various sporting activities. When she has a moment to spare, she loves to read a good book. What our members have to say about Daniela “Daniela’s professionalism, clarity, work speed, honesty and availability were a credit to First Super. Daniela was able to comprehend both my personal acuities, immediate and long-term needs, and work with me to establish the best money strategy in the progressing of my fund to the best outcome for me.” “It was a very worthwhile process. Painless and easy in our own home.” “Daniela is very thorough and very pleasant to deal with” “I was impressed with Daniela, coming to Ballarat from Melbourne, on two occasions; to offer an in-depth analysis, of my retirement strategy.”
More about Richard Richard has spent his entire career working in financial services. To say he is dedicated, is an understatement. With over 20-years’ experience as a financial planner, he’s seen plenty of change, especially within superannuation. It’s his ability to change people’s lives, both financially and their lifestyle, that attracts him to financial planning. Having travelled the breadth of the country to meet with members, he particularly enjoys visiting the regional areas. And if he can’t make it in person, he’s more than happy to meet online to discuss your financial planning goals. While he enjoys the diversity that financial planning offers, and nuances of superannuation, his favourite topics are retirement planning, estate planning (both business and personal succession planning), as well as life insurance. In fact, some of Richard’s greatest achievements throughout his career have been the advice he’s given members about life insurance. He’s definitely changed many lives for the better, just ask him about it. When he’s not enriching members lives with his incredible superannuation knowledge, you’ll probably find him on the golf course, or on a plane – travelling somewhere exciting and new. What our members have to say about Richard “Richard explained everything to me and was very thorough.” “Richard was extremely helpful and answered all of my questions clearly. Very good communication verbally and via email. Very happy with the whole experience.” “A very professional and satisfying experience. Nothing seemed any trouble and the outcome was exactly what we were after.” “Thank you, Richard, for preparing my Statement of Advice. You have given me peace of mind and confidence on my journey to retirement. Cheers.”
