Our Team

Philip Taaffe

Principal Adviser

Justin Vu

Manager - Paraplanning

Peter Schokman

Adviser

Elvis Cheng

Associate

Jay Raval

Associate

Jerry Kalogeropoulos

Practice Manager

Haydn Marshall

Lending Manager

Sky Mitchell

Reception

Philip Taaffe of Apt Financial Services.

Philip Taaffe

B.Com (Hons), CFP, JP

Principal Adviser

While completing his Finance Honours degree at Sydney University in 1999, Philip commenced financial planning. His own business, Aptium Financial Services, was fully established by 2005.

Philip maintains the highest standards in education. He is a Certified Financial Planner (CFP) which is the global symbol of excellence in financial planning.

As a Justice of the Peace, this allows Philip to assist clients more efficiently in the management of their financial affairs.

He is also a member of the Financial Planning Association (FPA) and is recognised for his high standards of advice via Apogee’s Quality Advice Program.

Philosophy

Philip maintains long-term, professional relationships with his clients and is highly respected for the quality of his advice, technical knowledge, efficiency and timeliness in providing proactive, ongoing advice.

He has a deep knowledge of his clients’ backgrounds and the objectives they are trying to achieve in life. His advice is then tailored for each client to help them best achieve their unique and personal goals.

Philip believes that all elements of a client’s financial situation must be taken into consideration when preparing advice. Philip is an investment expert, however his advice is ‘holistic’ to ensure that ‘no piece of the puzzle’ is left unturned for his clients.

Personal Life

Philip and his wife, Aimee, have three children and family is the priority in his life. They live on Sydney’s north shore.

Philip competed at a state and national level as a middle distance athlete into his mid twenties. However his passion has now switched to cycling and he combines this with his other passion for travel, particularly to France and his ongoing quest to master the language.

Justin Vu

Justin Vu

Diploma FS (FP), B.Com (Finance), MPAcc

Senior Associate

Justin joined the Aptium Financial Services team as an associate adviser in 2015 shortly after graduating from his Master of Professional Accounting degree from Macquarie University. In 2012, he completed his Bachelor of Commerce degree at the University of Western Sydney.

Justin has a natural aptitude in finance and his main interests in financial analysis, modelling, risk management and other quantitative aspects have greatly contributed to the decision of becoming a Financial Planner.

Justin has continued to strengthen his knowledge and practical experience since joining the team by completing a Diploma of Financial Planning and is currently close to completing his Advanced Diploma of Financial Planning.

Philosophy

Justin believes that to obtain financial freedom, you need to put a plan in place early so that you are able to reach your chosen goals and objectives and achieve the desired future lifestyle.

If you want something you’ve never had, you must be willing to do something you’ve never done”. (Thomas Jefferson)

Justin provides holistic advice to existing and new clients, supports the Principal Adviser in creating plans and strategies and loves nothing more that exploring the breadth and depth of a strategy to provide the best strategic results for our clients.

Justin has significant and designated knowledge in a number of key advice areas, including Centrelink, Superannuation, Retirement Planning, Personal Risk Management and Taxation. Justin also has a special affinity for helping his elderly clients plan the best financial outcomes for before making a decision to enter an Aged Care facility.

Personal Life

Justin has recently become engaged to his fiancée, Kelly, and plan to get married by the end of 2017. They are currently residing in the South West of Sydney.

Justin’s personal hobbies include Chess, Billiards, Soccer and sport cars combined with his other passion for travelling, particularly to Japan and Spain.

Justin Vu

Peter Schokman

Master of Business in Finance (UTS)

Associate

Peter started his career by competing as a professional triathlete in the ITU World Triathlon Series and has raced around the world.

Looking to the future, Peter completed a Master of Business in Finance at the University of Technology Sydney and has chosen to pursue a career in finance in place of his athletic endeavours.

Peter’s role is currently focussed on developing investment strategies and implementing time-critical advice generated as a result of ongoing client review meetings. His role keeps him abreast of the latest investment trends, global economic situation and their impact on client portfolios.

Philosophy

The investment philosophy applied at Aptium Financial Services strongly mirrors Peter’s own investment beliefs – with a focus on quality, active investment management that is tailored to the best interests of each individual client he deals with.

Personal Life

Peter is engaged and lives with his fiancée on Sydney’s northern beaches. He may be ‘retired’ from professional sport, but continues to enjoy his passion by training groups of athletes around Sydney.

Justin Vu

Elvis Cheng

Associate

Elvis is in the midst of studying for a Commerce/Law degree majoring in Finance at the University of New South Wales (UNSW). With his major in Finance, his role at Aptium complements his academic knowledge with a practical application in the industry. Elvis finds interest in share investing and has since devoted time to managing his own portfolio. He also devises financial investment strategies in asset management case competitions at university.

Philosophy

Elvis has a strong interest in the financial modelling associated with investing and portfolio management. Working at Aptium allows Elvis to build upon his knowledge in investing and expand his exposure in key areas of Insurance, Superannuation and Retirement Planning. Elvis supports the team at Aptium in creating plans, providing research and generating valuable insights for the best results for our clients.

Personal Life

In between his university and work, Elvis enjoys hobbies in cricket and soccer. While he may have a busy schedule, Elvis still finds time to kick the ball around in casual social soccer competitions and working on his car in his spare time.

Justin Vu

Jay Raval

Associate

Jay is in the midst of studying Commerce/Law at the University of New South Wales (UNSW). With his major in Finance, his role at Aptium is the perfect complement to learn the practical skills of the industry. Jay also continues to devote his spare time to assisting not-for-profit clients in maximising the efficiency of their business by conducting financial statement analysis, market analysis, and competitor analysis.

Philosophy

Jay has a strong technical interest in the fundamentals of finance and enjoys the analytical modelling associated with business valuations and research. Working at Aptium allows Jay to apply his theoretical knowledge in his daily interactions with clients and enjoys being a valuable member of Aptium’s team.

Personal Life

In between his university, work and voluntary commitments, Jay still finds time for his hobbies in sport, playing music, and volunteering.

Jerry Kalogeropoulos

Jerry Kalogeropoulos

B.Bus (Accounting & Finance)

Practice Manager

Since completing his Bachelor degree in 1999, Jerry has accumulated a wealth of experience in the corporate world of financial services. He now leverages this experience for the benefit of our clients.

Jerry started his career by spending several years responsible for the account management of NSW-based clients of Macquarie Wrap before working for AXA in London, United Kingdom, assisting clients with AXA’s Elevate wrap platform.

Through the NAB network, Jerry spent over a year working with accountants across NSW to protect and grow the value of their businesses before transitioning into his current role.

Philosophy

As a Practice Development Manager (PDM), Jerry works within our business to help us continually deliver better quality advice which in turn translates into the success and growth of our business.

Jerry’s area of specialisation is the intersection of personal and business advice - how financial planners, accountants, general insurance brokers, mortgage brokers and lawyers can work together to achieve better client outcomes.

Jerry is passionate about helping to create successful business partnerships, delivering value for business owners.

Personal Life

Jerry and his wife, Karen, have two children and are based on Sydney’s north shore. A self-confessed cycling tragic, Jerry enjoys nothing more than an early morning cycle with friends, but more importantly must be followed by a debrief over coffee!

Haydn Marshall

B.Comm (Finance & Comm. Law), Dip FMBM, ADFP, JP

Lending Manager

Aptium Financial Services deals with specialists to ensure that our clients’ debt is structured as efficiently as possible – from both a tax and cost perspective. Our lending manager, Haydn Marshall, is a key part of that process.

Completing his Business degree in 2011, Haydn has always had a keen interest in business, banking and financial analysis developed through his studies. Haydn refined his business skills and financial statement analysis through the past 5 years working within National Australia Bank.

Haydn has been a Mortgage & Finance Association of Australia (MFAA) member for over 2 years. Nationally recognised as the premier industry body for mortgage brokers, MFAA requires the highest education standards and ongoing training commitments of all the industry bodies.

As a mortgage broker, Haydn has access to 20+ lenders and hundreds of mortgage products which allows him to deliver mortgage solutions for those he works with.

Philosophy

Haydn is passionate about helping the client above all else. He believes in educating his clients about mortgage products and the processes involved with applications, refinances, equity release and sensible restructures.

His current role allows him to work with likeminded professionals in the accounting and financial planning space to deliver mortgage and credit advice to their clients.

He believes this alignment with other professionals ensures the client’s best interests are always at heart and the clients benefit from receiving well rounded advice.

Personal

Haydn lives in Sydney’s Inner West; originally from New Zealand, Haydn went to school in New Zealand, Melbourne and Sydney and has spent time living abroad in the USA.

A keen traveller, Haydn has travelled to 20+ countries around the world, highlights including exploring Cuba, Snowboarding in Colorado, drinking tea in Istanbul and visiting The Sagrada Familia in Barcelona.

Haydn spends his weekends with the Sydney Uni Hockey Club and is looking forward to the upcoming Rugby Union season.

Brittany Ahern

Sky Mitchell

Reception

Philosophy

Sky is based in Sydney and will give you a warm welcome to Aptium Financial Services when you call through to our office and is now an integral part of our team.

Experience

Sky has been working as a receptionist for over 4 years and in customer service roles for over 8 years in different types of industries. This has enabled Sky to become very familiar with all established telephone procedures and standard operating procedures, while maintaining the highest level of service standards and experience expected by Aptium’s clients.

In her current role she also handles administration tasks, the incoming & outgoing mail, the organisation of meeting rooms & preparation of catering.