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Rest Advice and Retire360 Financial Services Guide and Advisers' Profiles

Rest Advice and Retire360 Financial Services Guide

The Rest Advice and Retire360 Financial Services Guide contains important information about Rest Advice and Retire360 including:

who we are
the financial services we offer
the financial products to which those services relate
how we and others are paid in connection with those services
your privacy
how we deal with complaints
how we can be contacted.

Download the guide

Rest Advisers’ Profiles

Each of the Adviser Profiles contains information about the Adviser’s:

Experience
Qualifications
Areas they can provide advice on

Rest Advisers’ Profiles

Alicia Lee

Brandon Anderson

Catherine Pacholke

Daniel Tracey

Hristijan Karevski

Leon Kofmansky

Lisa Cave

Mark Mahony

Matt Ligman

Stephen Robinson

Stephen Walker

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Rest Financial Adviser Portal

We acknowledge the Traditional Owners of Country throughout Australia. We also pay our respects to Elders past and present.

We acknowledge the ongoing connection that Aboriginal and Torres Strait Islander peoples have to this land and recognise them as the original custodians of this land.

Reconciliation and Rest

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This website is provided by Retail Employees Superannuation Pty Limited ABN 39 001 987 739, AFSL 24 0003 (Rest), as trustee of the Retail Employees Superannuation Trust ABN 62 653 671 394 (Fund), of which Rest Super, Rest Corporate and Rest Pension are part. This website contains information which may include general advice but does not take into account your individual objectives, financial situation or needs. Before acting on the information or deciding whether to acquire or hold a product, consider its appropriateness, our Financial Services Guide, the relevant Product Disclosure Statement (PDS) and the Target Market Determination (TMD).

Rest Advice is provided by MUFG Retire360 Pty Limited ABN 36 105 811 836, AFSL 258145 (Retire360). It consists of advice provided by Rest Advisers who are authorised representatives of Retire360 and Digital Advice (Contributions Optimiser, Retirement Health Check and Investment Choice Solution). Rest members can access Rest Advice without incurring additional fees for simple financial advice about their Rest account. An additional fee is payable for complex advice. We will inform you about any additional fees before the advice is given. Refer to the Rest Advice and Retire360 Financial Services Guide for further information.

Super Investment Management Pty Limited ABN 86 079 706 657, AFSL 240004, a wholly owned company of Rest, manages some of the Fund's investments. Apart from this, Rest does not have any relationships or associations with any related body corporate or product issuer that might reasonably be expected to be capable of influencing any advice provided by Rest in providing financial services.

Past performance is not an indicator of future performance. Awards and ratings are only one factor to consider when deciding how to invest your super. Further information regarding Rest’s awards can be found here. SuperRatings Pty Limited does not issue, sell, guarantee or underwrite this product. Go to superratings.com.au for details of its ratings criteria. For further information about the methodology used by Chant West, see www.chantwest.com.au.