Michael Jurgensen - BCom(Fin), AdvDipFS(FP), AdvDipBus

Financial Adviser

Michael has 14 years’ experience in the financial services industry and has been a practising financial adviser for the last 12 years, working in the banking sector, for a government superannuation fund and most recently running his own practise.

Michael is committed to a providing high quality service to his clients and ensuring that their specific needs are addressed. With a very approachable demeanour, he explains strategies in an easy to understand way, ensuring his clients are informed and confident during each step of the process.

Michael has completed a Bachelor of Commerce, majoring in Finance at the University of Southern Queensland. He also holds an Advanced Diploma of Financial Services and an Advanced Diploma of Business. Michael has met the FASEA ongoing education requirements.

Michael has a wife and 2 young boys. He enjoys spending time with his family and friends, being involved his boys’ activities, bushwalking, camping and having a hit of golf or tennis when he can fit it in.

James Pitt - BCom(Fin)

Financial Adviser

James entered the Financial Planning Industry in 2015 whilst studying Financial Planning at Griffith University. He has since progressed his career to becoming a Financial Adviser in 2018 – learning from the ground up what is required to provide quality Financial Advice. James thoroughly enjoys helping members work towards achieving their goals and making superannuation simple.

James holds a Bachelor of Commerce majoring in Financial Planning.

Gabrielle Williams - CFP®, BCom(Fin), AdvDipFP

Financial Adviser

I have worked in financial planning for over 15 years in a variety of roles including paraplanning, technical support and advising. I have experience providing advice on investing, tax, Centrelink, estate planning, insurances and of course, superannuation. I’m passionate about advising on superannuation in particular because it is an excellent tool for saving for retirement but the many ever-changing rules can make managing superannuation seem daunting. I aim to provide advice in a way that is easy to understand and allows members to enjoy their retirement, instead of worrying about their super.

Gabrielle is a Certified Financial Planner who holds a Bachelor of Commerce and the Advanced Diploma in Financial Planning

Mark Rabius - AdvDipFP

Financial Adviser

I have been involved in the superannuation industry for over 30 years, starting out in administration for a large Queensland-based provider of Defined Benefit and industry funds in the early 90s. After a number of years in that role I started to wonder where the money was going when people retired, so for the past 25 years (silver jubilee) I’ve been in the financial advice industry. I began my advice career in the back office researching, modelling, and writing financial documents before coming to Energy Super to sit in front of the members to provide them with advice. I currently spend most of my days helping my clients navigate themselves towards retirement, and then setting up their finances to help them move into a successful and enjoyable retirement.

I enjoy helping people to achieve a better outcome than when they first came to see me. Sometimes that’s with a large reorganisation of their finances, but sometimes it’s simply a conversation. It’s nice to know that I can make a positive difference to people by helping them navigate through a period in their lives that they’ve probably not gone through before, and, if done properly, won’t need to try again.

I completed a Diploma of Financial Planning near the turn of the Century and, like many advisers of my vintage, have recently taken up further study to ensure that my skills and knowledge remain relevant in this ever-changing industry. I am also an Associate Financial Planner licensed by the Financial Planning Association, and you can find my details on the ASIC adviser register.

Darshil A. Shah - AdvDipFP, MBusAppFin(Adv)

Financial Adviser

Darshil has over 10 years’ experience in the finance industry as an adviser. He made Australia his home since 2009. His most recent experience has been working for one of Australia’s largest superfunds as a successful Intra fund adviser for about 4 years.

Darshil is passionate about understanding members goals and helping members increase their confidence and knowledge of superannuation, allowing them to be proactive in enhancing their current and future financial wellbeing.

Darshil holds an Advanced Diploma in Financial Planning, Master of Business in Applied Finance (Advanced), Diploma of Financial Management, Diploma in Business Management, Bachelor of Commerce in Accounting.

Outside of work, Darshil loves spending quality time with his wife and two beautiful children. He is also a professional musician, specialising in playing Bamboo Flute (Bansuri). He currently performs and teaches both, nationally and internationally.

Callum van Megen - BBus, MFinPlan

Financial Adviser

Callum has worked within the financial planning industry for over 9 years, with over four years in the Financial Adviser position. Having worked within a large institutional financial planning business, as well as small boutique financial planning organisations, this has provided Callum with exposure to a range of clients with different advice needs and has helped solidify his technical advice skills.

Callum is a strong advocate of financial advice and firmly believes in the positive impacts that quality, outcomes-focused financial advice can have on everyday Australian’s lives. Callum thoroughly enjoys working with clients to help solve the financial complexities in their lives, to assist them with making the best financial decisions for themselves and their families.

Callum holds a Bachelor of Business Studies and has recently completed his Master of Financial Planning.

Outside of work, Callum enjoys being active, spending time outdoors and enjoying time with family and friends.

Shaylee Crisp - BBus, DipFS(FP)

Financial Adviser (Townsville based)

I have been in the financial services industry since 2015 working for a large advice practice before joining Brighter Super.
Articulating value is a challenge for most people in most industries. Financial advice is no different. My purpose is to establish trusted relationships based on advice that is not just valuable in a financial or monetary sense but valued by our clients who receive it.
I specialise in providing advice to pre-retirees and retirees and the transition out of the workforce and into retirement.

I have a Bachelor of Business and a Diploma of Financial Services (Financial Planning), I am also in the process of completing my Graduate Diploma of Financial Planning.

Craig Gordon - MBA, MEd, GradDipFP

Advice Manager

Craig’s 24yrs leadership across the Education and Finance industry means he looks at advice from a behavioural perspective. This means great member conversations to assist members work out what they want to achieve regarding their needs; as an example it’s about what members picture themselves doing in retirement and working together to make these achievable goals. This is followed up with understandable advice to assist members into their financial futures.

As an adviser Craig had experience in providing comprehensive advice including wealth creation and protection as well as retirement planning, estate planning and Centrelink.

Craig holds a Graduate Diploma in Financial Planning, Masters of Business Administration and Master of Education.

Outside of work his time is devoted to his wife and three children enjoying being an active part in all their pursuits.

Steven O’Donoghue - CFP®, MBA, MAppFin, GAICD, FFin

Head of Advice

Steven has a wealth of knowledge with over two decades of industry experience and is passionate about quality advice and helping shape the future of the financial planning landscape. Steven’s experience covers financial planning, retail banking, superannuation, credit and mortgage lending, business ownership and structures, sales and marketing, risk and compliance (including design), business transformation, change and project management, and has led multiple and diverse teams.

Steven holds a Masters of Business Administration and a Masters of Applied Finance, and is a Certified Financial Planner and graduate of the Australian Institute of Company Directors. Steven has also been awarded a Distinguished Services Award by the Financial Planning Association of Australia.

Steven keeps busy spending time with his wife, daughter and pets, or watching AFL, playing tennis, fishing or finding his miss hit golf balls.