Jack has a background in Economics and over the last 5 years has been able to build a holistic approach to the world of trading and financial services.

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.

Stefan is a founding Director and CFO of VFS. He has over 10 years’ experience in financial services, specialising in Self-Managed Superannuation and Tax Planning advice.

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 is a Co-Founder and the Managing Director of VFS. He has high-level hands-on experience in establishing and managing financial services businesses.

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.

Toni joined VFS in 2014 as Office Manager and Executive Assistant. She has 8 years’ experience in managing Client Accounts and Back Office functions.

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 specialises in the Australian and US Equities & Derivatives markets, and dedicates himself to his clients with active, personalised portfolio management during dynamic economic environments. Further, he has developed a particular skillset, specialising in utilising Exchange Traded Options (ETO's) as trading instruments and for portfolio hedging. During Luke's formative years in Financial Services as an Associate, he developed, improved and refined his skills in trade execution, active portfolio and risk management, as well as fervently monitoring global financial markets for new investment opportunities.

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 is a highly experienced senior financial adviser with an extensive background in developing comprehensive financial strategies for clients.

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.

Martin has been working as an adviser for over 10 years. With a background in Capital Markets he has applied his expertise to provide investment models for his clients.

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