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.
Ray has spent over 25 years at the coal face of Accounting / Taxation and Financial Planning
He spent the first part of his career working at some of Melbourne’s best Chartered Accounting Firms before applying his own talents to his own practice in small business/financial management and taxation.
Ray’s experience is applied daily to the management of high performance investment portfolios, and sharing his vast expertise as a mentor and leader at CHPW Financial.
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®
Nick joined the CHPW team in 2018 after recently completing an undergraduate in Finance and Economics. He is now honing his skills in the Wealth Management Industry, with the strong desire to help people be in the best financial position they can be.
While bringing experience from multiple customer facing and process driven roles across both the Retail and Telecommunication industry, Nick brings a service that is fresh and well-polished to the Client Services team. In his spare time, you can find Nick working on his three point game down at the basketball court, Hiking with his partner in one of the various local treks or improving on his flamenco guitar technique.