VFS Group

Meet the team

Jack Kouzi

CSO & Executive Director

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 Urosevic

CFO & Executive Director

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.

Daniel Moss

CEO & Managing Director

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 Hennock J.P.

Office Manager & Executive Assistant

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.

Kieran Neeson

Senior Portfolio Manager

Kieran is a Senior Investment Advisor who specialises in equity and derivative portfolio management. With over 7 years’ experience in financial services and specialist qualifications, Kieran is a key asset to our investment team.

He has expert knowledge with regard to tailoring investment strategies to suit each client’s needs as well as develop and implement effective risk management practices. Kieran has been part of VFS since the firm began in 2010 and has played a pivotal role in implementing and managing investment strategies and both client and business relationships. Kieran has a Diploma of Financial Planning (DipFP), Diploma in Business Management (DipBus), is an Accredited Derivatives Advisor Levels 1 & 2, Accredited Managed Investment Schemes, Accredited Margin Lending and Gearing. and is currently studying a Masters of Business Administration (MBA).

Danilo Medojevic

Head of Financial Planning

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 Woods

Senior Portfolio Manager

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

Yash Roopnarain

Financial Advisor

His experience as an ambassador of The Banking and Finance Oath helps in nurturing successful relationships between all our stakeholders.

Yash holds a Bachelor of Business Administration with a finance major from SP Jain School of Global Management. As SP Jain’s international scholar 2013, he has studied and worked in Singapore, Dubai, France and now Australia. Yash is currently pursuing a Diploma in Financial planning.

James Whelan

Investment Manager

James’ eclectic career in the financial services industry puts him in good
stead in the agile dynamic of VFS.
Along with a Graduate Diploma of Applied Finance, James also holds a bachelor of Social Sciences. James’ 12 year career has involved a strong focus on creating a safer industry in which retail and institutional clients can invest following the fallout from the GFC. James has also attained PS 146, ASX Accredited Derivatives Advisor levels 1 and 2, a Professional Diploma in Stockbroking and Managed Investment Schemes. James has built a strong network during his career in financial services. He is one of the lead managers of the Global Macro Fund, combining his knowledge & interest in global markets with his foundation in operations to provide a product that not only performs well but is easy to access and use for clients of all walks of life.

He is our in-house markets commentator, often adding an alternative view to events in an effort to make finance relevant to retail investors.

Luke Alexander

Associate Advisor

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Michael Dulieu

Portfolio Manager

Michael is an investment management specialist with over 15 years experience in the Australian and International markets. His focus is tailoring portfolios to clients’ individual needs, and using derivatives to protect capital and enhance returns.
Michael began his career with accounting firm Deloitte before moving into banking with BNZ Finance and ANZ in their Corporate Property Finance division. In 2002 Michael made the move into wealth advisory, joining Tricom Equities as a Private Client Advisor. Since then he has held a number of advisory roles with Tolhurst Noall, Kinetic Securities, and Head of Derivatives at SCM Equities. He joined the VFS team in early 2014. Michael holds a Bachelor of Commerce and Management from Lincoln University (NZ) and is RG 146 & ASX Accredited Derivatives Advisor Levels 1 & 2 Accredited. Michael has three children and enjoys an active lifestyle.

Kirthan Doshi

Associate Advisor

With a strong focus towards client service and helping in implementation of their financial strategies, Kirthan is dedicated towards assisting and contributing to the success of our financial advisory team.
Kirthan has completed his Bachelor of Business Administration in Finance from S P Jain School of Global Management on a merit scholarship. The University’s tri-city course allowed him to study in Singapore, Dubai and Sydney, and gave him the opportunity to explore their dynamic financial markets.
Kirthan has completed his CFA Level 1 and is preparing for his Level 2. He has also attained his RG146 and is currently pursuing his Diploma in Financial Planning.