Not the kind that use pictures of luxury yachts to amplify your aspirations. While we’re all for the idea of ‘summer sailing the Mediterranean’, we communicate a promise to you that is the opposite of empty. And, that is, we value family above all else. It’s the reason why we’re really good at helping you look after yours.
Managing Partner and Private Client Adviser
An absolute family man, Sam spends his spare time coaching his daughter’s soccer team or listening to Frank Sinatra while dreaming of his ultimate holiday on a beach in Southern Italy. Sam’s all about reducing financial stress to help others achieve their dream lifestyle.
Partner
Jana’s love for the Hawks almost surpasses his love for making a difference in client’s lives. A family man with a heart of gold, Jana loves to help individuals build their wealth and secure their future as he understands the importance of it.
Portfolio Manager
With a background in technology and a sharp eye for detail, Chris is a strategic thinker and problem solver who thrives on optimising investment portfolios. As Portfolio Manager, he’s passionate about delivering strong outcomes for clients and equally passionate about defending Chicken Twisties as the one true flavour.
Financial Advisor
Huseyin loves to be able to help his clients navigate their financial journey so they can enjoy the most important things in life. For Huseyin, that looks like spending the weekend cooking BBQs on the deck while watching his kids have a ball running around.
Financial Advisor
A wiz with numbers, Matt has a unique care for making a difference in client’s lives. His care spans beyond his work to his undevoted support for the Tiger’s. When not at work, you’ll find him enjoying a round of golf or enjoying dinner and drinks with family.
Financial Advisor
Cameron enjoys gaining a deep understanding of client’s personal objectives whilst empowering clients through education, destressing their financial concerns. On a weekend you may find Cameron dining out, watching AFL or having a hit of Golf!
Financial Advisor
You might encounter Gemma in our office or over the phone. She’s always down for a friendly chat! Outside the office, you can find Gemma cooking up a storm or heading down to the beach, not to mention enjoying a well-deserved Friday drink with friends!
Financial Advisor
Brenton is passionate about helping clients improve their financial wellbeing so they can focus on what matters most, bringing a client-first mindset shaped by years of experience working with clients. Outside of work, he enjoys an active lifestyle, taking part in sports like snowboarding, football, and squash, and is currently learning Spanish. He values spending time with friends and family.
Practice Manager
Kylie's organisational skills and warm nature shine through in her role with Vostro. Kylie may be a familiar face to some, having worked with Vostro for an extended period of time, but is now solely back to support our clients and our team. Outside of work, you can find Kylie cheering on her kids, her favourite artists and theatre shows!
Client Services Officer
Originally from Echuca, Riley enjoys problem solving, building strong relationships, and helping clients feel confident and in control of their financial future. Before moving into finance, he worked in a hands-on blue-collar role, where he developed a strong work ethic and practical mindset. Outside of work, Riley enjoys staying active, getting out into the bush, and spending time with friends. A loyal Hawks supporter, he’ll still back Bailey Smith as one of his favourite players - even in Geelong colours.
Client Services Officer
Sophie has an inquisitive passion for personal finance who enjoys building strong client relationships and working in a fast-paced environment where no two days are the same! outside thew office, you can find Sophie trying new restaurants, on overseas travels or spending time with friends over board games, good food, and good wine.
Marketing Coordinator and Client Services Officer
You might know Anthea from our fortnightly newsletters or from coming into our office. Anthea is passionate about helping clients feel at ease when it comes to their financial future. When she’s not working, you’ll find her exploring Melbourne’s best foodie spots, reading, watching sitcoms or planning her next holiday.
Client Services Officer
Getting into financial planning was a decision driven by an interest in all things finance and a desire to give back to the community. Sam is eager to assist clients in feeling comfortable and in control of their finances, while minimising the stress that comes along with it. In her spare time, you will find Sam cuddling on the couch with my cat or working on yet another hobby.
Client Services Officer
Xavier is passionate about financial planning, recognising that thoughtful wealth management is essential to every individual’s life. He takes great satisfaction in seeing clients feel confident and pleased with the guidance and support we provide. Outside of work, Xavier enjoys staying active, playing various sports and spending quality time with his family and friends.
Client Services Officer
Jayden has seen first-hand how effective financial advice can empower clients to feel confident, protected, and in control of their financial future. Outside of work, he maintains an active lifestyle, regularly attending the gym and playing soccer. He also enjoys travelling and values spending time with friends, exploring new activities, and creating lasting memories.
