Meet our team
Director / Financial Adviser
BBus (Acc & Eco), FCPA, CFP®
With over 20 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 going to gym and keeping fit, weekend walks/hikes with his wife around Bendigo suburbs, stopping in at any coffee shop they may come across. He also keeps busy catching up with his four adult sons.
Director & SMSF Manager
BBus (Acc), FCA, Grad Dip Financial Planning
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 yes he and his wife are members of a SMSF! When not working, Andrew enjoys collecting, researching and writing, as well as daily walks for well-being.
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.
Daniel Caulfield CFP®
Bachelor of Commerce (Accounting & Economics), Diploma of Financial Planning
Danny started in our Bull Street office 20 years ago when working for AFS & Associates Chartered Accountants before joining what is now Venture Financial Advisers. Danny still works with many of his original clients, forming strong relationships along the way as an important resource for their financial future. Danny enjoys the positive difference that we make in client’s lives through our advice and support.
Outside of work Danny’s interests include golf, fishing, ‘supporting’ the Richmond Football Club and spending time with his two adorable grandchildren.
Financial Planning Services Assistant
Zoe has been a part of the Venture team for over 11 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 with sports, and spending time with her family and friends.
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.
In his spare time, Ryan loves playing cricket and following the Essendon Football Club. He is currently enjoying landscaping and setting up his hobby farm in Woodstock on Loddon.
Chris has been part of our team since 2013 and is a valued Accountant to the Self Managed Superannuation Fund Division.
He landed the position part time with us whilst studying a Bachelor of Business at La Trobe University in Bendigo. He has been with us full time since January 2015 after completing his degree and is keen to further his knowledge in the SMSF division.
Outside of work he enjoys playing squash, board games and spending time with his wife and two young children.
Client Services Assistant/Office Manager
Bronwyn has been an important part of our team for 9 years since joining in 2008. She has over 15 years experience in financial planning administration and her Diploma in Financial Planning assists her role as office manager. She is one of the first points of contact within our office and ensures all processes are smooth sailing day to day.
Outside of work Bron enjoys spending time with family and friends and weekends on the Bellarine Peninsula. Overseas travel is high on her list of things she’d like to do, and she has been very lucky to have ticked a few countries off, but still has a few to go.
Client Services Assistant
Helen has over 20 years administration and client services experience and is the cheerful greeting that clients will receive when they contact our office. Helen looks after our office administration, ensuring all client portfolios are up to date. She enjoys the day to day dealings with her clients and always appreciates having a coffee nearby.
Helen re-joined the Venture administration team in October 2013 after a five year stint in Western Australia as a dump truck/watercart operator in open cut mining and site construction!
Client Services Assistant
Ann joined our team in 2016 bringing over 20 years of banking experience with her. Prior to joining our team, she worked with Commonwealth Bank before a complete vocational change to the health field where she has worked in a number of areas for the last 10 years.
Outside of work Ann enjoys spending time with family and friends, and can 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.
Amy began part time work with Venture Financial Advisers in January 2018, while completing her last year of a Bachelor of Business majoring in Accounting at La Trobe University in Bendigo.
Outside of work Amy is a private tutor for high school math students. She also enjoys reading, walking, spending time with family and friends and helping others out where she can.