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Venture Financial Planning Pty Ltd

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Our Team

Meet our team

Nicola Chaffe
Managing Director & Financial Adviser
B Commerce, CPA and Graduate Diploma Financial PlanningNicola Chaffe
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Nicola became a Financial Adviser after seeing the impact of poor ‘everyone fits into one mould’ advice with detrimental long term implications. During her studies to become a Financial Adviser, Nicola was recognised as No.1 in Australia for Personal Financial Planning and Superannuation when undertaking the CPA Program.

Before being a Director at Venture, Nicola was a public practice accountant for a Melbourne firm and was drawn to the Bendigo lifestyle, particularly its coffee culture and lack of peak hour traffic.

When not at work, Nicola loves entertaining her young son and spending time with family and friends.

 


Christopher Brame
Director & Financial Adviser
GDip Financial Planning, B.Bus (Accounting)
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Chris has been part of Venture since 2013 progressing through both Accounting and Financial Planning teams. Chris is motivated by helping clients feel confident in their future and achieve their milestones, which spurred his move into the financial planning industry.

Chris loves to spend time with his wife and three young children and can often be found camping in the backyard, or the lounge room, with his family in between holidays.


Ryan Trickey

SSA ™SMSF Accountant
B Comm Dip Financial Planning
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Ryan is a Self Managed Superannuation Fund (SMSF) specialist and assists Andrew Morris with the Venture portfolio of SMSFs. He enjoys helping clients achieve their retirement goals and is focused on working with other professionals such as lawyers, bankers and financial planners to provide the best outcomes.

Outside of work, Ryan’s interests include spending time with his young family, looking after his hobby farm and following the Essendon Football Club.

 


Jake van Dalen
Financial Adviser
B.Bus, Diploma of Financial Planning
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Jake joined Venture as a Financial Adviser in 2020, having previously worked with the Commonwealth Bank in a similar role.

Jake has an outgoing personality, with a strong passion to build relationships with clients.  His goal for every client is to achieve their life and financial goals.

Jake played cricket locally for many years but is now happy spending time with family which includes his two year old son. He enjoys nothing better than catching up with friends over a good coffee and is happy for any coffee shop recommendations.


Nathan Matthew
SSA ™SMSF Accountant

Nathan is a is a Self Managed Superannuation Fund (SMSF) specialist, working closely with Andrew Morris and Ryan Trickey to assist with SMSF accounting and financials.

Nathan has a very pleasant personality with strong passion in accounting.

When not at work, Nathan enjoys spending quality time with his young family which include his wife and 2-year-old daughter. He also loves travelling and camping with his family and friends.


 

Reece Yarwood
Client Support Team

Reece joined the Venture team in 2021 as a trainee in business administration support. Having come from a retail supervision and management position, Reece was surprised how quickly he had a passion for his new role as on the face of it the job just worked with “numbers” but in reality it supports clients to successfully reach their financial goals and dreams, in turn living their best life.

In Reece’s spare time he enjoys playing and watching just about any form of sports and getting down to the local coffee shops with friends and family.


 

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Venture Financial Planning Pty Ltd ABN 62 095 194 559 wholly owns Venture Financial Advisers Pty Ltd ABN 60 648 465 445. Venture Financial Advisers is a Corporate Authorised representative of Count Financial Limited ABN 19 001 974 625 Australian Financial Services Licence Holder Number 227232 ("Count Financial"). Count Wealth Accountants® is a trading name of Count Financial. Count Financial is 85% owned by Count Limited ABN 111 26 990 832 ("Count") of Level 8, 1 Chifley Square, Sydney 2000 NSW and15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 8, 1 Chifley Square, Sydney 2000 NSW. Count is listed on the Australian Stock Exchange. Count Member Firm Pty Ltd is owned by Count Member Firm DT Pty Ltd ACN 633 956 073 which holds the assets under a discretionary trust for certain beneficiaries including potentially some corporate authorised representatives of Count Financial.