ADVICE
This adviser profile should be read in conjunction with
the Financial Services Guide – Personal Advice.
Emily Monk
Super Adviser - Queensland
1300 331 685
[email protected]
unisuper.com.au/advice
Super Advisers provide scaled personal advice, usually
over the phone, and can help with advice on a few
specific issues, including:
choosing a super investment strategy
super contributions
guiding your Flexi Pension decisions
reviewing of insurance attached to your
UniSuper account
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INTRODUCING EMILY
Emily commenced at UniSuper in 2016. Prior to this, she
worked in the financial services industry for five years in a
variety of client facing superannuation and financial advice
related roles.
Emily is passionate about superannuation education, and
enjoys seeing the positive differences small changes can make
to her clients’ retirement outcomes.
QUALIFICATIONS
AA Advanced Diploma of Financial Planning
AA BA (Hons) Politics and Cultural Studies
PROFESSIONAL ASSOCIATIONS
AA Financial Planning Association Australia
PERSONAL INTERESTS
Emily is an avid reader and enjoys both fiction and nonfiction books, as well as the classics. She is an enormous
music fan and thoroughly enjoys listening to live music of all
genres with her family and friends. Emily also enjoys being
outdoors and often goes hiking or camping. She likes to travel
and loves experiencing different cultures and meeting people
from different backgrounds or, with different life experiences.
MAKING AN APPOINTMENT AND THE ADVICE PROCESS
When you call UniSuper Advice we’ll help you consider if
scaled personal advice may suit you. We can schedule an
initial appointment with a Super Adviser which will focus
on establishing your goals and objectives for your UniSuper
account.
The initial appointment provides an opportunity to see
if our services may suit your needs. At the end of the
initial appointment we’ll ask if you want to go ahead with
advice. Up until this point the time we spend with you is
complimentary.
If you decide to proceed with advice we’ll take into account
what we’ve discussed and prepare our recommendations in
the form of a Statement of Advice, which will be presented
to you in your next appointment.
WHAT WILL OUR ADVICE COST
Rate: up to $190 per hour.
Scaled personal advice services on a few issues are typically
provided by our Super Advisers at a cost ranging from $395
to $700 per client, and may be up to $990 depending on the
advice topics. Phone based advice is normally provided but
a face to face meeting may be available at an additional cost
of $100.
Where you require more comprehensive advice, we will
refer to you one of our Private Client Advisers.
HOW YOU CAN PAY
AA Directly through your UniSuper account, depending on
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the advice we provide and the balance of your account.
If you’re a DBD member, we can only deduct advice fees
from an accumulation account
Credit card
UniSuper Advice is operated by UniSuper Management Pty Ltd (ABN 91 006 961 799, AFSL No. 235907), which is licensed to provide financial product advice. UniSuper Management Pty
Ltd is also the administrator of the UniSuper Superannuation Fund (ABN 91 385 943 850) [‘the Fund’ or ‘UniSuper’]. UniSuper Limited (ABN 54 006 027 121) is the Trustee of the Fund. This
information is of a general nature only. It has been prepared without taking into account your individual objectives, financial situation or needs. Before making any decision in relation to your
UniSuper membership, you should consider your personal circumstances, the relevant Product Disclosure Statement for yourmembership category, and whether to consult a licensed
financial adviser.
Issued by: UniSuper Management Pty Ltd ABN 91 006 961 799, AFSL No. 235907 Level 1, 385 Bourke Street, Melbourne VIC 3000.
Fund: UniSuper, ABN 91 385 943 850
Trustee: UniSuper Limited, ABN 54 006 027 121
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