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 Associate 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.