Throughout his career, he has held senior positions in the provision of online trading services, retail and institutional sales. His specialities and strengths, however, have always focused on business strategy. Jack has developed countless relationships, acquired new business and strengthened existing lines of business. Jack also is a Responsible Manager on VFS AFSL 418 418. Jack holds a Bachelor of Economics from the University of New South Wales and is RG 146, ASX Accredited Derivatives Advisor Level 1, Accredited Managed Investment Schemes.
Holding a Bachelor of Commerce, Advanced Diploma of Financial Planning, SMSF Specialist Advisor, ASX Accredited Derivatives Advisor levels 1 and 2, Certificate IV in Mortgage Broking, Margin Lending and Geared Investments and Accreditation in Managed Investment Schemes. Stefan is well versed in all aspects of advice and is passionate about delivering the best outcomes for his clients.
Danny holds a Bachelor of Business from the University of Technology Sydney with Majors in International Business and Economics. He is passionate about investment markets which has been a driver in the success of VFS. Danny has also attained PS 146, ASX Accredited Derivatives Advisor levels 1 and 2, margin lending and geared investments and Accredited in Managed Investment Schemes. Danny has 9 years’ experience within Capital Markets in which he has specialised in securities and derivatives.
Prior to VFS, Toni held Back Office and customer service roles with Pershing Securities and OptionsXpress. Toni provides support to the investment advisors and executive team in the form of research, diary management, preparing presentations and assisting with client management. Toni brings a structured approach to VFS as well as a thorough knowledge of back and middle office functions.
Toni is a registered Justice of Peace 212950.
Luke supported a close-knit team of Portfolio Managers in delivering outstanding results to retail clients, by providing thorough insights into portfolio characteristics such as risk, performance and structure. During this time, Luke has attained ASX Accredited Derivatives Advisor Levels 1 and 2, RG146, and Accreditation in Managed Investments Schemes. He has graduated with a Bachelor of Business (Applied Finance) and is currently pursuing a Master of Data Science at the University of New South Wales. His postgraduate coursework is focused upon strategic decision making processes and data visualisation and communication.
Email: l.alexander@vfsgroup.com.au
Danilo’s areas of expertise include investment advice/wealth building, superannuation (including Self-Managed Super Funds), retirement planning and personal protection. Danilo puts a strong emphasis on understanding client needs and objectives in order to deliver a bespoke strategy solution for each client.
Danilo holds a Bachelor of Applied Finance (Macquarie University), Diploma in Financial Planning, Specialised Self-Managed Super Fund accreditation, ASX Accredited Derivatives Adviser Level 1, RG 146, Certificate IV in Mortgage Broking and is Managed investment Schemes Accredited.
After completing a Bachelor of Commerce majoring in Finance and Economics, his involvement in a number of boutique advisory firms caught the attention of VFS leading to him taking up a senior role within the firm. Since joining the investment team at VFS in 2014, Martin’s strategy advice has been core in providing a sound investment model for the VFS client base. Martin’s role within the Private Wealth team focuses on domestic and international equities, hedging and risk management.
Martin holds a Bachelor Economics, Finance and Economics, RG 146, ASX Accredited Derivatives Advisor, Levels 1 & 2, Accredited Managed Investment Schemes, Accredited Margin Lending and Gearing