Our Team

We bring strategy, knowledge and experience to the table.

Advisers

Adriano Donato
Director and Independent Financial Adviser

Adriano Donato

Director and Independent Financial Adviser

Adriano is a highly respected financial adviser.  He has a proven reputation for being reliable, genuine, trustworthy and loyal to his clients, colleagues and family.

A high achiever by nature, Adriano loves the challenge that comes with working with clients surrounded by complexity.  His supreme attention for detail is why he is so successful in working with business owners and those that are specialists in their field or vocation.  Whilst he loves a challenge, he also loves challenging his clients.  He will often ask uncomfortable questions because it leads to clients feeling much happier about the decisions being made.

Adriano’s weekends are more diversified than any investment portfolio we have ever seen.  They are non-stop full of sporting activities such as golf, running and football; spending quality time with family or friends and making time to reflect on the past and focus on the future.

Qualifications

  • Certified Financial Planner (CFP)
  • PostGraduate Diploma of Financial Planning
  • Bachelor of Business (Accounting)
  • Diploma of Financial Services (Financial Planning)
  • Self Managed Superannuation Fund (SMSF) Statement of Attainment
  • IFAAA Gold Standard of Independence
Graham Stewart
Independent Financial Adviser

Graham Stewart

Independent Financial Adviser

Graham brings bucket loads of experience and wisdom to Roskow from his corporate career prior to financial planning.

Graham, in his own subtle way, encourages the team to be open minded and self-aware .  Every interaction is an opportunity to learn from others and this attitude which Graham is slowly fostering within the team leads to better outcomes for everyone.

Graham is very active and adventurous.  He can be found pounding the pavement around Ivanhoe, most weekends training for a half or full marathon and also loves the adventure and education that comes with travelling overseas with his family.

 

Qualifications

  • Advanced Diploma of Financial Planning
  • Diploma of Financial Planning including SMSF
  • Graduate Diploma in Management Systems
  • Bachelor of Science (Honours) in Engineering Science
Peter Lee
Independent Financial Adviser

Peter Lee

Independent Financial Adviser

Peter is a quietly confident superstar who cares deeply about client outcomes.

Technically strong, Peter was the Brisbane office’s first recruit, working patiently as a paraplanner, soaking up years of knowledge and experience which he now shares with his growing client base. Peter sweats the small stuff, with his attention to detail being incredible. If there were a Where’s Wally hiding in one of his client’s plans, he’d find him before anyone.

Give Pete a fish and he’s happy for a day. Give Pete a rod, tackle and a free weekend and he’s happy for life.

Qualifications

  • Bachelor of Commerce (Accounting and Financial Planning) from Griffith University
  • Currently enrolled in CFP
Kirsten Townsend
Independent Financial Adviser

Kirsten Townsend

Independent Financial Adviser

After seeing the power of Roskow’s strategic approach to independent financial planning, Kirsten happily left the ‘dark side’ of the (financial planning) force.  She has brought her passion, energy, and a lightsaber-like attention to detail for helping people achieve more in their lives.

Gritty to the core, Kirsten is tenacious and driven.  Everything Kirsten has achieved in life is because of her ability to persevere and never give up.  Her ability to bring to life stories of determination and achievement inspire not only clients to great things, but her team members when things are tough.  Like a true Jedi Master, when clients set their goals, Kirsten gets right behind them, keeping them accountable until the end.

Outside of work, Kirsten’s great passion are her three Jedi Knights and husband Oliver.  Whilst she acknowledges she will never have Princess Leia hair or a spaceship lifestyle; cheese, wine and good friends are a great substitute.  Running, skiing and bike riding help too.

Qualifications

  • Bachelor of Arts (Flinders University)
  • Advanced Diploma of Financial Planning (Kaplan)
  • Self Managed Super Fund (SMSF) Course (Kaplan)

 

Matthew Ross
Director and Independent Financial Adviser

Matthew Ross

Director and Independent Financial Adviser

Matt is an ideas man – he loves implementing ideas that improve and add value to the lives of other people.  His energy and enthusiasm for creative thinking and innovation have improved Matt as both an adviser and business owner.

Loyal servant of Queen Sarah and Daddy Pig to Liam and Lucy, Matt is a homebody on weekends.  He enjoys time in the garden, watching sport and training with local running groups.

Qualifications

  • Bachelor of Commerce (Accounting) from University of Canberra
  • IFAAA Gold Standard of Independence
  • Certified Financial Planner™ (CFP™)
  • Diploma of Financial Planning from Deakin University
  • Financial Planning Certificate (UK)
  • Self Managed Super Fund (SMSF) Course (Kaplan)
Neil Salkow
Director and Independent Financial Adviser

Neil Salkow

Director and Independent Financial Adviser

Neil is an inspiring leader and trailblazer within the financial planning community.

Over the past decade, he has developed a strong client base and positioned the Brisbane office for significant growth.  Neil is passionate about being independent and will play an important role in the coming years as financial planning graduates into the professional era.

Neil loves to engage in philosophical debates outside the office. Thankfully he always keeps an open mind. He keeps fit by playing soccer and chasing around Rafa and Maddie.  His third beautiful child, Francesca was born in March 2018.

Meeting

If you would like to arrange an initial call with Neil to discuss services, please access his calendar by clicking here.

Qualifications

  • Bachelor of Commerce (Finance Honours) from University of Cape Town, South Africa
  • IFAAA Gold Standard of Independence
  • Certified Financial Planner™ (CFP™)
  • Specialist courses in Self Managed Super Funds from Kaplan
  • Advanced Diploma of Financial Planning from Kaplan
  • Diploma of Financial Planning from Finsia
  • Named Adviser Ratings first platinum adviser
Samuel Turrisi
Independent Financial Adviser

Samuel Turrisi

Independent Financial Adviser

Sam cares deeply about his client’s experience as well as outcomes. He’s committed to the work, known for literally rolling up his sleeves to get the job done. Sam values the relationships with clients, learning from each client and feeling privileged to be a part of their lives, adding value.

Outside of the office Sam loves the outdoors and could think of nothing better than catching up with family and friends over a leisurely BBQ.

Qualifications

  • Advanced Diploma of Financial Planning from Mentor Education
  • Diploma of Financial Planning from Tribeca
  • Specialist courses in Self Managed Super Funds from Kaplan
Tom Barlow
Director and Independent Financial Adviser

Tom Barlow

Director and Independent Financial Adviser

Tom is a highly driven individual.  He has high levels of energy, is very motivated and has a fire in his belly that inspires both clients and his teammates at Roskow.

Tom is continually looking for ways to grow learn, move and help others to achieve more in their life.  He has strong personal ethics and high levels of perseverance which is why for this country boy from Tocumwal success is inevitable.

Tom is married to Penny and father to Noah and Meg.  He is fit.  He is fun to be with.  He can fix anything.

Qualifications

  • Certified Financial Planner™ (CFP™)
  • Bachelor of Commerce from Deakin University
  • Self Managed Superannuation Fund (SMSF) from Kaplan

Associates

Chantal Carvalho
Associate Adviser

Chantal Carvalho

Associate Adviser

Chantal is an angel sent from heaven.  Not a passive Cupid type; imagine one with wings the size of a dragon and the tenacity of a lion.

When you meet Chantal you are greeted by her bubbly personality and infectious laugh, but in time you learn how protective and caring she is.  She is fast and efficient, loyal and caring.

Chantal’s heritage hails from Sri Lanka but some think she may be part feline due to her passion for the Richmond Tigers and love for her cat Amity.

Chantal is high organised and prepared to do whatever it takes to provide our client’s with exceptional service.

 

 

 

 

 

 

 

 

Dylon Mackriel
Paraplanner

Dylon Mackriel

Paraplanner

Dylon has true grit. He has overcome many challenges and is proud of his achievements, but that doesn’t stop him wanting more. He is very determined and dedicated and is driven by the rewarding feeling he gets from providing great advice to people. It is no secret that his secret is he cares and isn’t afraid to work.

Dylon is very cool-headed and extends his discipline at work to home, keeping fit by running often. He plays indoor and outdoor soccer and his next goal is to complete a half marathon.

Qualifications

  • Bachelors Degree in Accounting  from the University of South Africa
Julie Girdler
Practice Manager

Julie Girdler

Practice Manager

Julie is our mother hen.  She keeps the boys in line, the girls in control and spirits high within the team.

Her background is Hispanic however when you see her desk and ability to stay organised you’d think she’s German.

She isn’t perfect, but her efficiency reduces stress and clutter in the office, saves time and money and improves the overall quality of the lives of everyone in the office.  We cannot do without her so have forbidden her from retiring until everyone else in the team can too.

Julie swears a lot, but in Spanish, which doesn’t bother anyone.  She enjoys drinking, eating, gardening and cheering on the Richmond Tigers (in that order).  Julie also has a secret stash of chocolates and lollies in the office which is affecting the health and safety of most team members.  This is under review.

 

Winston McKell
Paraplanner

Winston McKell

Paraplanner

Winston loves being challenged and stretching himself. With a cool head on his shoulders, he’s a rock in his role and enjoys assisting both advisers and clients alike. He also enjoys a laugh and stirring the pot to get a rise of people too, he’s a lot of fun around the office.

On the weekends, Winston can be found either on the golf course or tennis court, still making precious time for friends, family, and his girlfriend.

Qualifications

  • Currently enrolled in Bachelor of Commerce (Financial Planning) at Griffith University