Contact an adviser

Our dedicated Industry Fund Financial Planning financial advisers are fully qualified and are authorised representatives of Industry Fund Financial Planning.

Feel free to contact them directly or call us to arrange your appointment and discuss your financial needs.

All our advisers are passionate about helping you manage your money better, getting the most from your super and achieving your financial goals, no matter how big or small, short-term or long-term and regardless of your bank or super balance.

Our advisers are located across Australia and if you can’t make it into one of our offices for an appointment, they may be able to come to your workplace.

Bahar McLeod - Melbourne, VIC

03 8636 7734     bmcleod@mail.ifs.net.au

Level 9, 114 William Street, Melbourne

Bahar graduated from RMIT University with a Bachelor of Business in Financial Planning, is a Certified Financial Adviser and Financial Planning Association member.

She has over 7 years’ experience in the financial services industry including taxation planning, wealth management in London, general investments and business management.

Bahar really enjoys meeting members from all walks of life and helping them achieve their financial goals.

Anthony Williams – Melbourne, VIC

0431 783 474     awilliams@mail.ifs.net.au

Level 9, 114 William Street, Melbourne

Anthony has a degree in business majoring in accounting, is a licensed wealth adviser and broker of shares and Derivatives (UK) and has an Advanced Diploma of Financial planning.

His first position was at Macquarie Investments in adviser services after which he spent 6 years in London working for Schroders Investment Bank, Gartmore, Citibank, Bank of New York and Merrill Lynch. 

Anthony has 14 years experience in a wide range of financial services and has been an adviser for 4 years with Industry Funds Financial Planning.

He enjoys educating people on how to improve their financial situation and the busy nature of his role.  Also an avid fisherman, he usually takes most of November off to enjoy his pastime.

“We wanted to acknowledge the personal and professional assistance offered to us recently by Anthony in regards to advice for financial planning during our retirement. Anthony clearly understood our criteria regarding our immediate and proposed lifestyle budget, strict investment guidelines relevant to total portfolio security and the need for diversified sources of income. The detail and accuracy of his presentation was outstanding, and as such, we feel that anyone would be totally confident in placing their future in his capable hands. Anthony’s proposal superseded both that of a major bank and a large financial institution, neither of which suited our requirements."  Gary & Tania, HOSTPLUS Pension Plan members

Guy Mahony – Sydney, NSW

02 8202 8703     gmahony@mail.ifs.net.au

Level 5, 477 Pitt Street, Sydney

Guy has 19 years’ experience in financial services and has spent 7 years as financial adviser.

He's a Certified Financial Adviser and has an Advanced Diploma in Accounting.

Guy feels the best part of his job is simply helping people with their money.

Craig Buchanan – Sydney, NSW

02 8202 8707     cbuchanan@mail.ifs.net.au

Level 5, 477 Pitt Street, Sydney

Craig has worked in superannuation and planning for the last 24 years.

He’s worked as a superannuation adviser, client service officer and Financial Adviser since 2000.

Craig is a member of the Financial Planning Association, has a Diploma in Financial Planning and is a Certified Financial Adviser.

He enjoys helping his clients to achieve their financial goals, no matter how big or small they appear to be.

Brett Pitcher – Brisbane, QLD

07 3225 9507     bpitcher@mail.ifs.net.au

Level 10, 144 Edward St, Brisbane

Brett has had over 15 years in the financial services industry with the last 12 years specialising in financial planning with a major bank.

He’s a member of the Financial Planning Association, has a Advanced Diploma of Financial Planning and achieved Certified Financial Adviser status in 2010.

Brett can provide advice on superannuation, pre-retirement and post-retirement strategies, Centrelink entitlements, investment options and personal insurance.

Elisha Hall – Gold Coast, QLD

07 5656 0910     elishahall@mail.ifs.net.au

Shop 110 Pacific Fair Shopping Centre, Hooker Blvd, Broadbeach

As a qualified Financial Adviser with 8 years financial planning experience, Elisha began her career with one of the big banks for 5 years before moving into a retail financial planning firm then deciding to come across to Industry Funds Financial Planning.

Elisha can provide you with advice on strategies such as budgeting, savings and wealth creation, investment planning, superannuation planning, pre-retirement planning, retirement planning, risk and insurance analysis, estate planning considerations, salary packaging advice, and business succession planning.

Cyndy Mombelli – Cairns, QLD

 07 4052 7518     cmombelli@mail.ifs.net.au

Suite 60, Mezzanine Level, Shangri-La Executive Centre, Pierpoint Road Cairns

Cyndy has been in the Financial Planning industry for over 10 years, previously with a local financial planning firm in Cairns.

She completed her Diploma of Financial Planning in 2005 and is a member of the Financial Planning Association.

Cyndy can provide advice in budgeting, superannuation, pre-retirement and post-retirement strategies, Centrelink, investment options and personal insurance.

Matthew Lowry – Hobart, TAS

03 6223 1612     mlowry@mail.ifs.net.au

Level 4, 33 Salamanca Place Hobart

Matt has a Commerce degree from the University of Tasmania, a Diploma of Financial Planning and is a Certified Financial Adviser.

He has over 11 years experience in the superannuation industry, working in financial planning practices predominantly providing advice on superannuation, insurance, co-contribution, salary sacrifice, Centrelink entitlements, transition to retirement, pensions, and estate planning.

Matt was born and raised in Tasmania, and works out of our Hobart office but travels regularly to the north of Tasmania to meet with members that require financial planning services.

“I’m 62, hubby is 65. Matt provided us with the information and resources to make Max’s semi retirement in November last year truly painless. First piece of good advice was years ago when Matthew reminded us about the government co-contribution. After that we met him at our workplace several times - by the time Max’s big day came Matt seemed like a friend as he guided us along a path of complicated forms and new words. Financial Adviser, yes – always professional, always explaining both sides of each new issues but he cares – on at least one occasion talking us through a difficult time when he was on leave. Once Max reached 65, Matt knew Max well enough to suggest still working a couple of days to keep him occupied & to give us a few more dollars. Max had worked 6 days a week for 30 years so stopping completely would have been disastrous - even golf would become boring 7 days a week! Matt has guided us through the procedures to access our super, and apply for the Aged Pension – then when we miscalculated the cost of an expensive new purchase – Matt advised us again. Matthew has always treated us as individuals and matched his advice to suit our own unique situation: no text-book or online information could come close.” Jane & Malcolm, HOSTPLUS members

Ian McRae – Perth, WA

08 9260 4604     imcrae@mail.ifs.net.au

Ground Floor, 3 Plain St East Perth

Ian has been an adviser for twelve years and holds a DFP, Bachelor of Commerce, Graduate Diploma in Banking & Finance and is a Certified Financial Adviser.

He previously ran his own Financial Planning practice and worked with accounting firms to deliver quality outcomes for his client’s financial affairs.

Ian ensures that HOSTPLUS members are on the right path to achieving a dignified and comfortable retirement whilst meeting the day to day needs of their current lifestyle.

He believes that the small amount of effort required today to get your affairs in order will deliver immeasurable results when you come to retire.

“I thought you should know how impressed I have been with Ian and his help with my financial planning. He has been so professional and honest with me and it’s been fantastic. He has also been very patient and insightful. As an expat, I’m not 100% on the Australian financial markets and he has been fantastic in explaining all of it. I am very satisfied with the plan that he and I drew up and I feel that my financial future is in the right direction and in the right hands”. – Melanie, HOSTPLUS member

Michael Stone – Adelaide, SA/NT

08 8205 4960     mstone@mail.ifs.net.au

Level 1, 104 Frome St, Adelaide

Michael has been in the finance industry for over 28 years.

He is a Certified Financial Adviser and holds a Diploma of Financial Planning.

Michael has been based in Adelaide and Sydney, working with clients in areas from budgeting, establishing investment strategies with superannuation and non-superannuation, Insurances, retirement planning and Centrelink.