Manager Member Advice
Michael has been involved in the financial planning industry for over 10 years. Since taking a financial planning subject at university, he quickly realised that this was the area he could happily work in and combined his enjoyment of getting to know people with the knowledge of making a real difference in their lives.
Many years on he still cherishes those member conversations, but now manages a team to deliver great advice to all Vision Super members.
Outside of work he is a (long suffering) St Kilda supporter who passed this infliction onto his two boys, 7 year old Alex and 3 year old Will.
Qualifications
> Certified Financial Planner ®
> Bachelor of Finance (Financial Planning)
Comprehensive Financial Adviser
Manu Bhalla is a comprehensive adviser with over a decade of experience specialising in superannuation, investments, and retirement planning. For over 13 years as a Vision Super financial planner, Manu has helped clients with their financial needs. He has since dedicated his career to helping individuals and families achieve their retirement dreams.
Born in a beautiful city called Chandigarh from northern part of India, Manu came to Australia to pursue his post graduate degree from RMIT. Australia has now been his home for more than 22 years. He believes in continuous learning and personal growth. When not advising members, he enjoys playing cricket and tennis, and spending time with his family.
Qualifications
> Bachelor of Commerce
> Advanced Diploma in Financial Planning
> Financial Adviser Outstanding Service Award of the year 2020/2023
> Advice Assurance Award 2023
Comprehensive Financial Adviser
Sean commenced providing financial planning advice in November 1997. He previously worked in superannuation and in paraplanning so it seemed a natural progression. Twenty-six years on Sean still enjoys assisting people and making a positive difference in their lives. “Many people work 30 to 40 years and deserve a reward in later life. If I can just play some part in that outcome I will always get satisfaction from what I do.”
He’s been married 30 years and enjoys most sports and has been a Tenpin Bowler since 1976. He gets to the footy to support the Swans when possible, otherwise he is found gardening and reading. Sean has been a Vision Super financial planner for over 7 years.
Qualifications
> Advanced Diploma of Financial Planning
> Certified Financial Planner ®
Limited Financial Adviser
Janine has been providing financial advice to members of Vision Super since 2015.
She has been involved in financial/bookkeeping roles since her early 20’s and involved in the financial planning industry since 2002. She set about studying in her 40’s & became a qualified Financial Adviser in 2008.
She is passionate about financial planning, providing advice to members to assist in achieving their goals & also educating and assisting members to understand their financial situation and increasing their knowledge and confidence to navigate their own finances throughout their life and into retirement.
She is married, has 2 adult sons & four grandchildren, she loves music & is also a passionate cook.
Qualifications
> Advanced Diploma of Financial Services (Financial Planning)
Limited Financial Adviser
Having been a financial adviser since 2017, Francis is well-equipped to provide members with financial advice on contributions, insurance, investments, pensions and superannuation.
Francis takes pride in creating strategies to assist members in achieving better outcomes. With a focus on education, he believes in the importance of empowering members to make informed decisions about their finances.
In his spare time, Francis dabbles in playing the piano and likes to spend time with his friends and family.
Qualifications
> Graduate Diploma of Financial Planning
> Advanced Diploma of Financial Planning
> Bachelor of Business (Accounting)
Limited Financial Adviser
For nearly a decade, Chau’s been helping individuals with their superannuation and retirement needs, working across various industry super funds, from large to small.
“What I love about advising is helping members feel good about their money. Whether it’s educating them on investments or giving them peace of mind about retirement, it’s all about making sure they’re making informed choices.”
When Chau’s not working, you’ll usually find him hiking trails or satisfying his passion for food and travel. “Sometimes it feels like I work solely to fuel my wanderlust!”
Qualifications
> Advanced Diploma of Financial Planning
> Bachelor of Business (Major in Economics and Finance)
Limited Financial Adviser
Roger is a Financial Adviser providing advice on Vision Super only. Topics include investment options in super, contributions to super, insurance in super and income streams from super. Roger has been a Financial Planner for over 20 years with 15 years at Vision Super.
“My goal is to ensure that as many people as possible receive personal financial advice to assist them to make informed choices and achieve a secure financial future.”
Roger enjoys helping people to understand their options regarding their super by using simple language rather than jargon.
Outside work hours he enjoys going to the gym, travelling, and planning his own retirement.
Qualifications
> Bachelor of Business – Business Administration
> Advanced Diploma of Financial Services – Financial Planning
Comprehensive Financial Adviser
Rein commenced his financial planning career in 2006 and has been advising Vision Super members and their families. Rein enjoys building and maintaining ongoing member relationships, maximising outcomes for members to successfully retire whilst providing peace of mind to those he advises. Rein believes everyone that works hard all their working life deserves to have a happy, healthy and long retirement.
When not helping people with retirement, Rein keeps up with his two teenage children’s activities, enjoys various music- guitar playing, socialising with friends and family, personal fitness and at least one holiday a year to a warm beachside destination.
Qualifications
> Bachelor of Business
> Graduate Diploma Financial Planning
Manager Member Advice
As the Manager of Member Advice in NSW, Lisa leads a team of advisers across metropolitan and regional NSW. Lisa has over 25 years’ experience in the superannuation industry with over 19 years specialising in financial planning.
Her focus is on being an effective leader, ensuring this translates to members receiving affordable and efficient guidance in planning for retirement. Lisa is married with two teenage daughters.
Qualifications
> Bachelor of Commerce
> Certified Financial Planner®
Financial Adviser (Sydney)
Errol is a Certified Financial Planner professional and has over 25 years’ experience in the financial services industry.
Errol thrives on helping clients navigate the complex world of wealth creation, superannuation and retirement planning. He helps clients make the best use of their financial resources and believes that every individual deserves to retire with confidence and dignity.
Errol is a proud father of two young boys, who are currently in their high school years. Various weekend activities with the children keeps Errol busy and active, whilst his downtime involves fitting in some exercise and reading.
Qualifications
> Bachelor of Economics (BEc)
> Advanced Diploma of Financial Services (Financial Planning)
> Certified Financial Planner ®
> Justice of the Peace (JP)
Errol was clear, concise and explained this complicated process – because of this advice I know I have made the correct decision.
Financial Adviser (Sydney)
Ivan has been a financial planner for over 10 years and has been employed in the financial services industry for over 20 years.
He is passionate about making financial concepts accessible and understandable and prides himself on delivering tailored, high-quality outcomes that meet each client’s unique needs.
Outside of work, Ivan enjoy surfing, snowboarding, playing guitar and listening to music.
Qualifications
> Certified Financial Planner ®
> Graduate Diploma in Financial Planning)
> Batchelor of Arts (Social Science)
Financial Adviser (Sydney)
Ian has been a financial planner for over 15 years and has been employed in the financial services industry for over 20 years.
He enjoys helping people in pre and post-retirement planning and takes pride in explaining complex topics and superannuation jargon in ways that are easy to understand.
He enjoys swimming in the ocean as a way to destress and keep fit and so “summer-time” is his favourite time of year.
Qualifications
> Certified Financial Planner ®
> Bachelor of Commerce
> Graduate Diploma in Financial Planning
More able to manage future living costs with Ian’s invaluable advice.
Financial Adviser (Newcastle)
Brent has been in the Financial Services industry since 1998 and a Financial Adviser for over 21 years.
In his role, he has been privileged to assist members in understanding what is important to them in respect to their financial futures, working closely with members to achieve their financial goals.
Away from work, Bret enjoys travelling, hiking and camping with his wife and son.
Qualifications
> Bachelor of Economics (BEc)
> Bachelor of Commerce (BCom)
> Certified Financial Planner ®
I have been supported by Brent for well over 10 years, beginning prior to Active Super, when it was Local Govt Super. Brent has provided advice over the years to both my husband and I and then when I lost my husband to cancer he provided advice to me. I have the ultimate confidence in Brent and I appreciate his caring demeanour, and the fact that he has looked at my file before I arrive and then connects with my situation immediately. That is such a wonderful professional and personal approach which I admire, and it has resulted in my sincere gratitude for Brent’s guidance through my life’s ups and downs.
Financial Adviser (Newcastle)
Lissa is an experienced Financial Adviser and Retirement Planning Specialist. She has been advising for over 12 years and been employed in the industry for a further 10 years, working with individuals to help them identify and meet their financial goals. Lissa’s experience includes investment advice, superannuation and retirement planning.
In her spare time she loves to spend time with her husband and grown-up children and first grandchild.
Qualifications
> Member Financial Planner
> Advanced Diploma of Financial Planning
> Jurisprudence
> Accredited Financial Planner
Financial Adviser (Newcastle)
With over 20 years of experience as a Financial Planner, Donna has dedicated the last 16 years of her career to employees of Local Government. She explains complex financial jargon in a straightforward manner and aims to simplify the financial planning process with open conversations, prioritising what is truly important.
When not working, Donna cherishes the time with her husband and two adult sons.
Qualifications
> Master of Financial Planning
> Graduate Diploma in Financial Planning
> Diploma in Financial Planning
Donna understood our situation and assisted us to implement a plan which will make our life easier without the worry. She was in contact while planning was progressing & the implementation was made simple for us. I would highly recommend Donna and Active Super.
Financial Adviser (Wollongong)
Paul is an experienced financial professional with over 12 years of work in the financial advice industry. He has extensive expertise in all facets of personal financial advice, being highly skilled in superannuation, investments and insurance with a deep understanding of retirement planning and what is required to build a successful financial future.
Outside of work, Paul is passionate about sports and is actively involved in community initiatives. With a strong background in performance led environments, Paul continues to deliver exceptional results, driving success and growth in both his personal and professional endeavours.
Qualifications
> Diploma of Financial Planning
> Bachelor of Commerce (Major in Finance and Marketing)
> Certified Financial Planner ®
> Advanced Diploma of Financial Planning
Financial Adviser (Ballina)
Rosi has over 20 years of experience specialising in retirement advice. She is passionate about helping clients achieve financial security through personalised strategies that optimise opportunities to ensure a comfortable retirement. Known for her transparency and attention to detail, Rosi provides tailored guidance and support to her clients.
Outside of work, she can often be found at the beach or cooking for family and friends.
Qualifications
> Bachelor of Business
> Master of Financial Planning
> Certified Financial Planner®
Financial Adviser (Tamworth)
Julie began working in the financial services industry in 2002 and has been a financial planner serving Council employees (and the greater public) since 2011.
Julie believes financial planning directly impacts the everyday person. She enjoys connecting with members of all ages and to alleviate fear by explaining advice in an easy-to-understand manner. Julie takes reward from assisting members to progress through life’s financial stages and hurdles.
Julie is a mother of two teenage children and lives in regional NSW.
Qualifications
> Bachelor of Economics
> Graduate Diploma in Financial Planning
> Certified Financial Planner®
Julie was very knowledgeable, engaging and a pleasure to deal with. The advice has provided me with a degree of understanding and confidence with investing my retirement funds that I would have otherwise struggled to manage thereby significantly reducing the level of stress involved in the decision process.
Limited Financial Adviser (Wollongong)
With over a decade of experience in the financial planning industry, Kate has worked across multiple companies, gaining a wealth of knowledge and expertise. This diverse experience has provided Kate with a deep understanding of the industry’s ever-evolving dynamics and a commitment to delivering exceptional service.
What Kate loves most about financial planning is the opportunity to make a meaningful impact on people’s lives. This dedication to fostering financial well-being drives everything Kate does, and it’s the reason she is so committed to her work.
In her spare time, Kate enjoys spending time outdoors and enjoying good food with her family and friends.
Qualifications
> Master of Financial Planning
> Bachelor of Commerce (Economics and Finance)
> Diploma of Financial Planning (RG146) – Kaplan Professional
Limited Financial Adviser (Newcastle)
With over 10 years in the financial planning industry, Danielle has spent the last 7 years educating members on how to take control of their finances.
Danielle’s passion is simplifying complex financial concepts—whether it’s budgeting or building long-term wealth—so members can confidently plan for a future that’s both secure and fulfilling.
Apart from helping members stay on track for their dream retirement, Danielle enjoys playing team sports and spending time with family.
Qualifications
> Advanced Diploma in Financial Planning
Financial Adviser (Parramatta)
Rod has over 20 years of experience in finance and financial planning.
He is a Certified Financial Planner and holds a bachelor’s degree. Rod believes in collaborative client interactions with a relaxed and supportive approach.
Outside of finance, Rod enjoys spending time with family and volunteering at a local community sports club.
Qualifications
> Diploma in Financial Planning
> Bachelor of Arts (Media and Communications)
> Certified Financial Planner
Rod is professional, knowledgeable and great in providing detailed information and different options. Rod made it easy for me to make a decision to restructure my super.
Call us on 1300 300 820 or complete the Talk to an adviser form to work out the level of advice you need.
* Vision Super Financial Planners are employees of the Trustee (or a related entity) that are authorised to provide financial advice as representatives of Industry Fund Services Limited (IFSL) ABN 54 007 016 195 AFSL 232 514. Any financial advice provided by a Vision Super Financial Planner is issued on behalf of IFSL, not their employer. Vision Super Financial Planners can provide financial advice including personal advice about Vision Super that takes into account your personal circumstances. Before making a decision in relation to any of our products, you should read the appropriate Vision Super Product Disclosure Statement and Target Market Determination (TMD) at Vision Super’s website or appropriate Active Super Product Disclosure Statement and TMD at Active Super’s website.
Member Hotline 1300 300 820
Employer Hotline 1300 304 947
Retirement Hotline 1300 017 589
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