When you engage Vostro Private Wealth you will always be dealing with the owners of the business. We have no shareholders, and no one to account for but you, and your satisfaction.
Sam is an authorised representative of CHPW Financial Pty Ltd. His 16 years of Financial Advice and Market experience includes roles within the Treasury Department of NAB and ANZ. Financial Planning roles at Deutche Bank, Godfrey Pembroke Financial Consultancy and Prime Financial Group.
As principal private advisor for Vostro, Sam’s in-depth knowledge of the financial sector is applied to tax structuring, investments (including direct shares), managed investments, self managed and public offer superannuation funds, in addition to risk managed strategies for individuals and SME businesses.
At home Sam is a proud husband and father to his two children, enjoys playing soccer and indoor cricket, and the casual jog. He is expecting a bumper winter crop from his infamous veggie patch.
Jana is a key member of the Vostro Private Wealth team as well as coming on board as a director as of 1 October 2016.
As a financial planner, Jana advises wealth accumulators (including young professionals and business owners) as well as clients who are considering retirement. He also brings a host of experience and technical knowledge from his previous roles as an adviser in a boutique financial planning firm and a fund administrator within a retail superannuation fund.
Jana looks beyond the standard client service to provide real value to clients. Clients describe Jana as knowledgeable, passionate and willing to go the extra mile to help.
On the weekends, Jana can be found out-and-about with his wife and young daughters, or at the football cheering on his beloved Hawks.
Will joined the Vostro Private Wealth team at the beginning of 2014. He has over six years’ experience in the financial planning industry.
Will has a methodical and patient approach when assessing client’s needs, goals and objectives. He is looking forward to the challenges an individual situation can bring and enjoys deploying his skills and expertise for clients to achieve their goals.
Will’s other passion is managing local community newspapers from the areas surrounding where he lives. He also loves to play foosball and planning the next road trip/travel.
Michael joined the Vostro Private Wealth team as an Associate Advisor in 2017. Michael brings 10 years of experience with an accounting and financial services background including roles at Macquarie Bank and Bell Potter Securities.
Michael is a qualified CPA and a member of the FPA as a Financial Planner AFP®.
As an Financial Advisor, Michael provides technical insight and know-how from his previous roles assisting the team in formulating advice and educating clients on how Vostro will assist them in achieving their goals and objectives.
Clients have described Michael as a knowledgeable resource who is friendly and approachable allowing them to ask a varying degree of questions.
On weekends, Michael and his wife are out enjoying Melbourne’s great restaurant and cultural precincts.
Chris joined the Vostro Private Wealth team in April 2014. He brings over 10 years of I.T. and accounting knowledge.
Chris has worked for Sony in Europe, the New Zealand Stock Exchange and Prime Financial Group.
As project manager for Vostro, Chris’s technical I.T. knowledge combined with functional accounting experience is used to create unique and in-depth tools for both advisors and clients.
At home, Chris enjoys learning new languages, cooking new and sometimes tasty foods and building modern takes on old gaming systems.
Kylie has diverse accounting and financial planning administration experience spanning over 5 years. Her passion to assist others is an invaluable asset to the firm and her hard work is obvious.
Kylie enjoys a challenge and ensures that her colleagues know she is there to assist. Client Services comes easy to Kylie and considering her history with Vostro Private Wealth, there are no surprises in the welcome back she has received from colleagues and clients alike.
During her down time you can find Kylie cooking, reading, enjoying life, hoping the Cats can make a comeback as premiers!
Lisa has over 10 years’ experience working in the Finance Industry. She has worked for one of the top 5 UK Banks and then for an insurance broker in London before making the big move to Australia with her hubby.
Lisa’s experience in client facing roles is remarkable and led her to specialise in client relations, managing regulatory training compliance. Lisa will always rise to a challenge and loves to solve problems, no matter how big or small.
When she’s not working hard keeping clients happy, Lisa is living a beautifully relaxing and slow life – enjoying good food, great company and lots of adventure.
Gianni joined Vostro Private Wealth in 2016. He is currently undertaking a Bachelor of Commerce degree at The University of Melbourne, majoring in accounting and finance. Gianni’s education and willingness to learn makes him a valuable asset to the Vostro team.
Gianni brings new ideas and enthusiasm to Vostro, and enjoys undertaking the various challenges the financial planning industry brings. He is always willing to help and answer and queries that may arise.
On weekends, Gianni spends time with family and friends whilst enjoying the extensive nightlife Melbourne has to offer.