Jade is the Practice Manager for the Financial Planning team and is based in Canberra.
Jade is an experienced and educated advice professional with over 17 years’ experience in the Financial Services industry. She is passionate about the provision of quality financial advice and enjoys working with advisers to help them provide this advice to their clients. She believes that success is achieved by putting clients’ interest first and providing them with advice that assists them to achieve their financial goals and objectives.
Jade has a Masters of Applied Finance, Graduate Diploma of Applied Finance (Financial Planning) and an Advanced Diploma in Financial Planning.
Martin is based in Canberra and has over 22 years’ experience as a Financial Planner, including 5 in Canberra providing expert advice on the CSC schemes.
Prior to his move to Canberra, Martin worked for a major financial institution in the UK and also ran his own successful Financial Planning business for 7 years.
Clear communication and a good understanding of his client’s objectives are the hallmark of Martin’s success. He is passionate about delivering relevant changes to his clients’ lives and helping them meet their desired financial goals.
Martin is a member of the Financial Planning Association of Australia and currently completing his Master of Financial Planning.
Serhan is based in Canberra and has over 14 years experience in the finance industry and has worked as a Financial Planner since 2007, including time spent with major wealth management firms BT Group, AMP and AXA Charter. Serhan has been providing dedicated specialist advice to CSC scheme members since 2013.
Serhan’s in-depth experience in both teaching and finance has provided her with the ability to translate complicated strategies and industry jargon into simple, easy to understand information for clients. With specialist knowledge of CSC defined benefit schemes Serhan has been able to help many members work towards and achieve their financial goals.
Serhan has completed a Bachelor of Education, Master of Business, Master of Financial Planning and Advanced Diploma in Financial Planning. She's a member of the Financial Planners Association of Australia, and serves on the panel of Department of Defence approved advisers specialising in MilitarySuper, DVA, MSBS and DFRDB.
Nandita is based in our Canberra office and has been providing financial advice since 2006. Before joining CSC, Nandita worked with a major financial planning firm providing expert advice on CSC schemes and one of Australia's major banks.
Nandita brings with her a solid understanding of wealth management, strong technical knowledge and a clear focus on client service. She places great emphasis on working with her clients to ensure appropriate strategies are in place to achieve their own unique financial objectives and lifestyle goals. Nandita has completed Bachelor of Commerce (Hons), Advanced Diploma in Financial Services and has recently completed her Certified Financial Planner designation. Nandita is a Financial Planner and a member of the Financial Planning Association of Australia.
Bradley is based in Canberra and has been working in the financial services industry since 2015. Before joining CSC, Bradley has worked in a private wealth organisation looking after high net worth clients, specialising in self-managed superannuation funds.
Bradley is passionate about using his technical knowledge and his understanding of superannuation strategies to help his clients meet their financial goals. Bradley specialises in simple advice to our PSSap and ADFSuper members.
Bradley has completed a Bachelor of Economics and Finance, Diploma of Financial Planning and is currently working towards his Certified Financial Planner designation. Bradley is also a member of the Financial Planners Association of Australia.
Vishal is based in Melbourne and has over 8 years experience as a Financial Planner. He has worked in major financial planning organisation AMP, as well as StatePlus where he provided expert advice on the CSC schemes. Prior to joining the finance sector Vishal gained 10 years business experience working as a Business Development Manager and Stakeholder of a well established medium sized company.
Vishal is committed to providing tailored financial solutions for his clients to secure the best possible pre-retirement and post-retirement solutions in line with their desired financial goals.
Vishal's qualifications include a Bachelor of Commerce, an Advanced Diploma in Financial Services (self-managed superfund and estate planning specialisation) and he is currently completing his Certified Financial Planning designation. Vishal is also a member of the Financial Planning Association of Australia .
Patrick is based in Sydney and has over 9 years experience as a financial planner. He has worked in a private wealth organisation looking after high net worth clients as well as a boutique financial planning firm looking after corporate and self-managed superannuation clients. Prior to becoming a financial planner, Patrick spent 10 years working for an industry superannuation fund.
Patrick is currently completing his Master of Financial Planning and is also a Justice of the Peace.
Patrick is passionate about ensuring his clients make smart decisions to meet their goals and objectives and to have peace of mind about their financial situation.
Geet is based in Brisbane and has over seven years of experience working in financial services industry as a Financial Planner. Before joining CSC Geet has worked with Centrelink as a Financial Information Officer and as Financial Planner for Australia's major wealth management firms Suncorp Advice and AMP.
Geet brings with her a solid understanding of retirement planning, wealth management, personal protection, strong technical knowledge and an outstanding customer focus. She works with her clients as a team to explain complicated strategies into simple, easy to understand information and ensure appropriate strategies are in place to achieve their unique financial objectives and lifestyle goals.
Geet has completed a Masters in English and Advanced Diploma in Financial Planning. Geet is also a Member of the Financial Planning Association of Australia and Commissioner of Declaration. She loves helping clients from all walks of life and strives to provide personalised customer service.
* Our authorised financial planners are authorised to provide advice by Guideway Financial Services (ABN 46 156 498 538, AFSL 420367.). Guideway is a licensed financial services business providing CSC financial planners with support to provide members with specialist advice, education and strategies.