MEET THE TEAM
When you engage CHPW Financial 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 adviser for CHPW, 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.
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.
Private Client Adviser B BusCom , ADFS, CFP®
Hus joined the Vostro Private Wealth team at the beginning of 2020, having worked in the financial planning industry for over 8 years.
Hus deals with his clients as if they were family, and makes the advice process as simple as possible for them. He prioritises his clients’ goals and objectives and uses his experience to help them achieve their dreams.
In his spare time Hus spends time with his wife and two daughters, watching the Western Bulldogs or cooking American style BBQ on his home made smoker.
Private Client Adviser B.Comm, FS (FP) FPA