About us

Health Super Financial Planning has been established to offer Health Super members, and their families, a more complete financial solution in addition to their superannuation.

What we stand for

• Providing sound financial advice in an ethical and professional manner.
• Ensuring our clients are kept involved and informed in the financial planning process.
• Becoming partners in helping our clients map their path to a secure and rewarding financial future.

Call 1300 78 02 23 to make an appointment with one of our qualified financial planners.

Contact Details

Health Super Financial Planning can be contacted by phone, fax, post or e-mail.

Contact details are:

Financial Transactions Reporting Act and Anti-Money Laundering/Counter-Terrorism Financing Act Procedures

The Anti-Money Laundering/Counter-Terrorism Act 2006 (“AML/CTF Act”) introduced new measures to combat and identify money laundering and terrorism financing, along with existing measures under the Financial Transactions Reporting Act (FTR Act).

Health Super Financial Services (HSFS), its directors and representatives (including authorised representatives) must comply with both of these Acts. Together, the FTR Act and AML/CTF Act seek to provide a practical framework for limiting the opportunities for criminal activities that include money laundering and terrorism financing. They put in place a system of customer identification and other ongoing obligations (such as suspicious matter reporting) that aim to make it easier for the governing body, AUSTRAC, to identify money laundering and terrorism financing activities and to catch those involved.

Health Super Financial Services has an AML/CTF Policy that applies to anyone who is employed or engaged by HSFS, including Authorised Representatives. HSFS has also adopted the IFSA/FPA Guidance on Customer Identification for AML/CTF (the IFSA/FPA AML/CTF Guide). All staff, directors and Authorised Representatives are required to read, understand and comply with the AML/CTF Policy and the IFSA/FPA Guide.

HSFS is committed to conducting its business with honesty and integrity and expects all representatives to comply with their AML/CTF obligations. HSFS and its Representatives and Authorised Representatives have several obligations under the FTR Act and AML/CTF Act and have adopted a risk-based approach to meeting its AML/CTF obligations.

Health Super Financial Services Pty Ltd ABN 37 096 452 318, AFSL 240019 is the holder of an Australian Financial Services Licence (ASFL) issued by ASIC. We are authorised to provide general and personal advice on a wide range of investments.

The registered address of Health Super Financial Services is Level 14/15 William Street Melbourne, Victoria, Australia. Health Super Financial Services is an associated company of Health Super Pty Ltd.

Health Super Financial Services Pty Ltd ABN 37 096 452 318, AFSL 240019 is the holder of an Australian Financial Services Licence (ASFL) issued by ASIC. We are authorised to provide general and personal advice on a wide range of investments.

The registered address of Health Super Financial Services is Level 14/15 William Street Melbourne, Victoria, Australia. Health Super Financial Services is an associated company of Health Super Pty Ltd.