Our Team

We bring strategy, knowledge and experience to the table.

Brisbane Office

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).

Jon Melloy
Independent Financial Adviser

Jon Melloy

Independent Financial Adviser

Jon joined the team in early 2020, having worked in financial planning in various capacities since 2012. His career has seen him working for a wide range of organizations and institutions providing direct support for financial advisors. 

Jon has seen firsthand the problems with different financial advice models including incentivized selling and the pressure placed on advisors to sell products aligned to their employer or license. 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

            

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 the last 15 years, 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.

Neil has a diverse client base of successful business owners, high-income individuals and families with significant wealth. He helps clients grow their wealth, transition to retirement and preserve wealth for those that have chosen to make work optional.

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

Qualifications

Honours and awards

Robert Bravo
Senior Paraplanner

Robert Bravo

Senior 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 an eye out to fix things around the house. He always makes time to play and relax with his family.

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

Winston McKell
Provisional Independent Financial Adviser

Winston McKell

Provisional Independent Financial Adviser

Winston loves being challenged and stretching himself. With a cool head on his shoulders, he 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

  • Bachelor of Commerce (Financial Planning) Griffith
  • FASEA Financial Adviser Examination Completion

 

Melbourne Office

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
  • Financial Services Guide

Graham Stewart
Senior Paraplanner

Graham Stewart

Senior Paraplanner

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
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.

 

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.

On weekends Matt enjoys spending time in the garden with his wife Sarah and playing his part in weekend activities that Lucy and Liam participate in.  He has taken up guitar over the past few years, runs to stay fit and is an avid fan of the Miami Dolphins, Hawthorn Hawks and Melbourne Storm.

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

                           

 

Nick Horsley
Independent Financial Adviser

Nick Horsley

Independent Financial Adviser

Nick is a strategic thinker and is highly motivated which are critical skills for a great financial adviser.

Nick has a very calm and measured exterior but on the inside, a fire burns to achieve great things for both himself and his clients.  With over 7 years of experience in financial services, Nick has developed problem-solving, listening and attention to detail skills that have seen him elevate into the role as an adviser with ease.

Nick is a passionate runner, Washington Wizards and Hawthorn Hawks supporter. He loves to talk all things sport!

Qualifications

  • Diploma of Financial Planning from Monarch Institute
  • Advanced Diploma in Financial Planning from Monarch Institute
  • Graduate Diploma in Financial Planning from University of New England
  • Financial Services Guide
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

Melanie Hesse
Advice Implementer

Melanie Hesse

Advice Implementer

Mel is in charge of implementing advice.

Stephen Marguglio
Senior Paraplanner

Stephen Marguglio

Senior Paraplanner

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.

 

 

 

 

 

 

 

 

 

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