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
  • PIFA Gold Standard of Independence
  • Financial Services Guide

           

Neil Salkow
Neil Salkow
Director and Independent Financial Adviser

Neil Salkow

Director and Independent Financial Adviser

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

Over a decade, he has developed a strong client base and positioned the Brisbane office for 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.

While the working week is dedicated to clients, the weekends are all about spending time with his wife and three young children.

Expertise

Neil has a diverse client base of successful business owners, high income individuals and families with significant wealth. He has helps clients through wealth accumulation, through to those transitioning to retirement and humble achievers who have made work optional.

Initial call

Use this link if you would like to arrange an initial call with Neil. 

Qualifications

Honours and awards

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
  • PIFA 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)
  • Financial Services Guide

                           

To contact Matt’s:

Book in initial chat about our services (provide this link to a friend, family member or colleague)

Book in progress meeting (90 minutes)

Book in one hour meeting

Book in 15 minute chat

Book in 30 minute chat

 

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
  • Financial Services Guide
Samuel Turrisi
Samuel Turrisi
Senior Independent Financial Adviser

Samuel Turrisi

Senior 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

Paul Scaturchio
Senior Independent Financial Adviser

Paul Scaturchio

Senior Independent Financial Adviser

Paul is passionate about helping clients understand the consequences of the choices they make, so they can make informed choices.  He wants his clients to have more time to pursue their unique version of happiness.

Outside of the office, Paul is a loving husband and father and spends his weekends moving bricks from one place to another (in the process of renovating the family home).

Qualifications

Jon Melloy
Independent Financial Adviser

Jon Melloy

Independent Financial Adviser

Jon joined the team earlier this year and has worked in financial planning in various capacities since 2012. His career has seen him working for a wide range of organisations and institutions providing direct support for financial advisors. 

Jon has seen firsthand the problems with different financial advice models including incentivised selling and the pressure placed on advisors to sell products aligned to their employer or licence. This has led Jon to want to be an Independent Financial Advisor. 

Jon chose financial planning because he enjoys building relationships with clients and thrives off the interactions he has with them. He enjoys the challenge of learning and understanding complex matters and working out how to explain them to clients in a simple way that is easy for them to understand. 

Outside of work, Jon has a strong focus on personal health and fitness, enjoying activities like running, swimming, and cycling. He also dances at low key social events in Brisbane. 

Initial call

Use this link if you would like to arrange an initial call with Jon.  

Qualifications

  • Bachelor of Business – Economics (QUT) 
  • Certified Financial Planner ® 
  • Certificate in Self-Managed Super Funds (Kaplan) 
  • Advanced Diploma of Financial Planning (Kaplan) 
  • Diploma of Financial Planning (Kaplan) 
  • Financial Services Guide

            

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
  • Financial Services Guide

Associates

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.

 

Stephen Marguglio
Associate Adviser

Stephen Marguglio

Associate Adviser

Stephen Marguglio, in so many ways, represents our future.

He is an out and out High Achiever.  He is a Rising Star within the office, a natural Leader, Humble and hilarious.

Stephen is very disciplined which is inspiring but also disruptive within the office.  It is impossible to get him to eat birthday cake.  He just sits there and watches us all feel and look guilty.  Other than this, he’s perfect.

Steve has an incredible amount of knowledge about the 70’s and 80’s even though he was born in the 90’s.  We’re suspicious he’s a real life Benjamin Button.  He has a passion for green tea, eating well, his wife Alanna and the odd computer game.  He is an extremely popular member of our team.

 

 

 

 

 

 

 

 

 

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.

Robert Bravo
Paraplanner

Robert Bravo

Paraplanner

Robert loves working with numbers and has focused his skills on financial planning to enrich the lives of others. He is committed to getting the job done, ready to sweat the small stuff as he loves the detail and is always open to learning new things.

On weekends, Robert is a handyman, always with eye out to fix things around the house. He always makes time to play and relax with his family.

Nick Horsley
Paraplanner

Nick Horsley

Paraplanner

Nick is another of our Rising Stars.

He is a very quick learner and a very reliable and trusted team member with high levels of initiative and intelligence.

Nick is a very good golfer and is already mentoring Adriano in his pursuit of (like Nick) a single figure handicap.

As a passionate Hawthorn Hawk supporter, Nick was part of the Hawthorn’s recent Three-Peat Premiership.  Whilst his involvement wasn’t on field, he was an important part of the support crew in the stands.  Through this experience Nick brings a strong knowledge of team work and an aura of success that strengthens our team on a daily basis.

Jo Sheldrick
Jo Sheldrick
Client Service Officer

Jo Sheldrick

Client Service Officer

Jo is a natural organiser and is always looking for ways to improve on efficiency.  Jo has over 20 years of financial planning industry experience, so she understands both advisers’ and clients’ needs and is passionate about helping people.

With her friendly and cheerful personality, she likes to have a good laugh and can be a bit cheeky when she thinks the advisers are getting a bit too serious.

Jo enjoys landscaping, gardening, and doing home improvements with her husband.   As well as taking the dog for walks in the bush, she also loves reading fiction books to escape. Jo is also the typical footy mum, doing the training runs and cheering her kids play sport on the weekends (much to their embarrassment).