Meet our team
Managing Director / Financial Adviser
B Commerce, CPA and Graduate Diploma Financial Planning
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.
Director & SMSF Manager
BBus (Acc), FCA, Grad Dip Financial Planning, SSA ™
Andrew is Manager of Self Managed Superannuation Fund (SMSF) administration for Venture Financial Advisers and AFS & Associates Chartered Accountants. He enjoys identifying opportunities for clients and works closely with our financial advisers to bring savings to fruition.
Andrew has an extensive background in public practice and, along with his wife, is a member of a SMSF! When not working, Andrew enjoys collecting, researching and writing, as well as daily walks in the outdoors to maintain well-being.
SSA ™SMSF Accountant
B Comm Dip Financial Planning
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
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.
Director / Financial Adviser
BBus (Acc & Eco), FCPA, CFP®
With over 30 years’ experience in the financial services industry, Michael is passionate about helping clients achieve financial security. Providing a high level of service and advice, he is motivated by the positive results he sees from his clients when they commit to and attain their goals.
Outside of work Michael enjoys keeping fit and spending time with family and friends.
BSc (Hons), MBus (Banking & Finance), ADFP
Since joining the Financial Planning industry in 2014, Hamish has developed special interests in estate planning, insurances, and investment structures (including SMSFs). With a background in Biochemistry and Agribusiness, Hamish believes in giving clients practical education and advice, and will always ‘fight for what’s right’ on behalf of clients.
When Hamish is not spending time with his young family, he’s either researching stocks or trying a new wine.
Chris has been part of our team since 2013 and will become the newest financial adviser at Venture. He has completed his Graduate Diploma of Financial Planning. Chris is motivated by helping client’s meet their goals 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.
Client Services Assistant
Ann joined our administration team in 2016, bringing over 20 years of banking experience with her. Prior to joining our team, Ann worked with Commonwealth Bank before a complete vocational change to the health field for 10 years. She enjoys the contact with clients and forming strong relationships.
Outside of work Ann enjoys spending time with family and friends. She can even recommend the local good coffee haunts! Ann loves to travel and has made some lifelong friendships from her travels. Her most memorable travel was to Turkey, which included a visit to Gallipoli and the chance to tick hot air ballooning off the bucket list.
Client Services Assistant/Office Manager
Bronwyn has been an important part of our team for 12 years since joining in 2008. She has over 18 years of experience in financial planning administration. Bronwyn’s Diploma in Financial Planning assists her in fulfilling her role.
Bronwyn’s experience allows her to cover all administration duties that is required within Venture.
Outside of work Bron enjoys spending time with family and friends as well as spending weekends on the Bellarine Peninsula and in the Geelong area. Overseas travel is high on her list of things she’d like to do. She has been very lucky to have ticked a few countries off, but still has many to go.
Client Services Assistant
Helen has had over 25 years office administration and client service experience, with roles as varied as a legal stenographer in the Wills and Estate areas of a Bull Street legal firm to the College Secretary at a local college.
Helen has a spent a total of nine years with Venture which was interrupted by a five year stint in Western Australia working in an open cut mine environment.
Helen enjoys the day to day dealings with clients. She assists clients with their enquiries and performs any administration tasks that are required within the Venture team. Helen loves our Bull Street location and appreciates how spoilt we are with our choice of a coffee nearby.
Financial Planning Services Assistant
Zoe has been a part of the Venture team for over 14 years now and is on hand to assist with any queries our clients may have.
Since joining the team, Zoe has been busy studying and has successfully completed her Diploma and Advanced Diploma of Financial Services (Financial Planning), allowing her to become a Financial Planning Assistant.
Zoe’s interests included keeping fit and spending time with her family and friends.
Client Services Assistant
Kayla joined the administration team at Venture in 2020 whilst studying a Certificate 4 in Business. She is thoroughly enjoying the opportunity to be a part of our close-knit team and liaising with clients on a daily basis.
In time away from work, Kayla enjoys spending time with her family and friends.