About us

Who we are

Our role is to guide you through the full range of financial challenges which may arise in your lifetime; from buying your first home, to ensuring that you and your family are protected, to assisting you with building your wealth, to getting you ready for retirement and finally supporting you through the myriad of aged care options later in life.

Our financial planning expertise

Our family looking after your family

We take a family meeting approach to both our initial and review conversations.  These family meetings seek to ensure that everything is on the table, that we understand not only the financial outcomes you are seeking but also the emotions you are feeling and the social impacts that you are facing.

Challenging the status quo

When having our family meetings, we seek to question the reason behind the various decisions you have made and positions you have taken.  This is not intended to question the validity of your goals rather this is to be able to obtain the raw objective and desire and allow you the opportunity to make informed decisions.

Giving you the answers and solutions your need rather than just what you want.

Honesty is the key in every relationship and none more than within a family.  At Vintage Wealth, we are honest in our feedback to you.  Where your objectives can easily be met we explain this, where your goals may not be realistic we explain why.  We also provide you with practical strategies to allow you the best opportunity to achieve your objectives without compromising your lifestyle.

Meet our team

At Vintage Wealth, family is everything. We like to take the approach of our family looking after your family. Whether you are a young professional, new parent, loving life as a retiree, or you are a small business owner at Vintage Wealth we want to help you to achieve the goals which are important to you!

As with any family, people have different roles but everyone plays a part in achieving these goals. Our family consists of Advisers, Coaches and Relationship Managers who you will have the opportunity to meet and interact with. The other vital part of your family is you! Remember, quality advice is always a two way street.

Our leadership team

Practice Principal, Senior Adviser (Hornsby) and Coach

Authorised Representative and Credit Representative of AMP Financial Planning

Practice Principal, Senior Adviser (Central Coast) and Coach

Authorised Representative and Credit Representative of AMP Financial Planning

Stephen O'Donoghue

Practice Principal, Senior Adviser (Hornsby) and Coach

Authorised Representative and Credit Representative of AMP Financial Planning

Advanced Diploma of Financial Planning
Graduate Diploma in Personal Financial Planning
Diploma of Financial Services (Broking)
Diploma of Finance and Mortgage Broking Management
Member of Financial Planning Australia
Member of Association of Financial Advisers
Accredited Member of the Finance Brokers Association of Australia
Justice of the Peace

Stephen has more than 35 years experience working with clients to achieve a wide range of different goals.  Many of Stephen’s clients are no longer merely client’s they have become friends. 

Stephen specialises in providing clients with relevant and understandable advice on both wealth creation and wealth preservation.

As a founder of a business himself, Stephen enjoys partnering with small and medium size enterprises and having been involved in similar enterprises, is well placed to understand the pressures that these enterprises face.

Stephen knows that finances can be challenging and gains the most enjoyment when his clients come back year after year and explain the comfort they receive in knowing Stephen is there regardless of what the market is doing.

Stephen enjoys travelling both internationally as well as domestically. For Stephen, life is about the experiences you can have whether it be in a comfortable resort or fishing by a waterhole in Cape York.


Justin O'Donoghue

Practice Principal, Senior Adviser (Central Coast) and Coach

Authorised Representative and Credit Representative of AMP Financial Planning

Bachelor of Commerce (Accounting)
Bachelor of Laws (Hons)
Diploma of Financial Planning
Advanced Diploma of Financial Planning
Association of Financial Advisers
Institute of Chartered Accountants

With both a legal and accounting background, Justin is uniquely placed to be able to assist clients in dealing with complex issues. Justin's client focused approach ensures that clients are provided with tailored solutions each and every time.

Prior to joining Vaughan & Monaghan Insurance and Financial Services, Justin was a Manager with KPMG in the International, Transactions and Infrastructure team.

As the saying goes, the best time to start planning was yesterday. Justin recognises the importance of both developing a plan and ensuring that the plan is both monitored and adapted to reflect the reality which occurs.

Whilst Justin loves what he does, Justin enjoys spending time with his young family and is looking forward to exploring our great country in his caravan.


Our advice team

Senior Adviser (Bankstown) and Coach

Authorised Representative and Credit Representative of AMP Financial Planning

Senior Adviser (Cessnock) and Coach

Authorised Representative and Credit Representative of AMP Financial Planning

Adviser and Coach

Authorised Representative and Credit Representative of AMP Financial Planning

Amanda Pollock

Senior Adviser (Bankstown) and Coach

Authorised Representative and Credit Representative of AMP Financial Planning

Advanced Diploma of Financial Services (Financial Planning)
Diploma of Financial Planning
Association of Financial Advisers (AFA)
Justice of the Peace

Being the second eldest of five girls Amanda's work & life revolve around family. From a very young age Amanda's parents always encouraged honesty, a good work ethic and determination to achieve our goals.

Amanda's weekends are a juggling act ensuring everyone in the family meets their team sporting commitments, whether it's playing, supporting or volunteering.

These values have allowed Amanda to achieve a successful career in Banking and now a close working relationship with Amanda's financial planning clients.

Amanda finds her relationships are the most rewarding part of the job, there is nothing better than seeing clients achieve their goals and know that I helped them get there.

For Amanda, seeing her clients achieve their goals is why she gets up in the morning, the only thing that can match it for her is scoring a few goals herself (pun intended!).


Rosemaree Herminjard

Senior Adviser (Cessnock) and Coach

Authorised Representative and Credit Representative of AMP Financial Planning

Certified Financial Planner® (CFP)
Diploma of Financial Planning
Member of the Financial Planning Association (FPA)

Rosemaree is a professional planner with over 25 years experience.  Rosemaree knows that goals are not achieved by accident. In this regard, Rosemaree knows the importance of financial planning in providing her clients with certainty and prosperity into the future. For Rosemaree, the family aspect is very important with many of her clients becoming friends over the many years she has dealt with them.

Without a plan, a goal is but a dream. Whilst this saying is well known, it clearly articulates the key reason why Rosemaree values financial advice.

Rosemaree loves being able to get to know her clients at the different stages in life and being able to assist them in having a brighter vision for the future.


James Jarvis

Adviser and Coach

Authorised Representative and Credit Representative of AMP Financial Planning

Advanced Diploma of Financial Planning
Diploma of Financial Planning
Association of Financial Advisers (AFA)

Taking the first step can sometimes be the hardest, James enjoy working with young people who are looking to  build a long term relationship.

Getting a foot hold into life can sometimes seem a challenge. Ideally you want to have it all! Social, Recreational and Work.

We all know that sometimes we need to make choices between different options knowing that this small sacrifice now can pay long term dividends in the future. James loves working with young people in understanding the options available to them to allow them to make the best decision possible.

As a firm believer in education, James enjoys taking every opportunity to learn from the different client experiences which he is able to assist with.  


Our support team

Operations Manager

Relationship Manager

Relationship Manager

Relationship Manager

Yogita Ramchandani

Operations Manager

Joining Vintage Wealth in 2015, Yogita began as the Relationship Manager in Bankstown. Since then Yogita has commenced her certified financial planner course as well as assisting with research and review of advice.

Yogita understands the importance of having someone available to ask questions and bounce ideas off.

Yogita is looking forward to completing her certified financial planner program and then continuing to develop her emerging career.


Gail Reynolds

Relationship Manager

Gail joined Vintage Wealth in 2013 after working with a number of AMP Financial Planning practices.  Gail has a wealth of knowledge around the history of AMP and its offerings.

For many, Gail is the voice of Vintage Wealth with her distinct proper English accent.  A number of clients have commented how much they enjoy calling up to be greeted by Gail.

For Gail, financial advice is about having a team of people you can rely upon to ask questions, provide advice and give solutions.

Gail enjoys the relationship she has built up with clients over the years. Gail loves hearing about the holidays, new cars and new experiences they get to have (whilst also having a few of her own!)


Toni Pounds

Relationship Manager

Toni joined the business in 2016 and is the primary Relationship Manager in Cessnock.  Whilst Toni has lived both locally and abroad, she is enjoying living in the Hunter.

Like on the sporting field, having a coach who is not involved in the action allows you to have a different perspective on the areas you need to focus on.


Reon Thomas

Relationship Manager

With many years financial services experience including working for some of Australia's largest financial service providers, Reon joined the team in 2015 and enjoys the family style atmosphere and the ability to advocate for our clients.

After recently purchasing a new home, Reon understands the benefit of having a team to call upon when making significant long term decisions.

As a passionate soccer fan, Reon is looking forward to an inaugural A-League win for the Wanderers.


Relationship Manager

Marlene Roux

Relationship Manager

If there is a way to sum up Marlene it is family!  Joining Vintage Wealth in 2015, Marlene loves treating each and every one of our clients as family.

We always want the best for our family and for this reason, Marlene is passionate about ensuring that not only do clients receive financial advice, they receive the best financial advice.

As mentioned above, Marlene loves family and her goal is to see her children soar (with a son who is a pilot, the pun is intended!) as well as her clients goals and dreams achieved.


Accreditations

Vintage Wealth in Hornsby is accredited with the highest standards of professionalism and advice. Click on the logos below for more information. 

Community

One of our goals is to give back to the community where we can. Some of the communities we provide support to includes:

  • Cancer Council
  • NSW Rural Fire Service
  • Camp Quality

Cancer Council Pro Bono

A number of our advisers and support team have been involved in assisting families through the AMP/Cancer Council Pro Bono program. We volunteer our time and expertise in assisting these families navigate the financial challenges they are facing so that can spend more time focused on the emotional aspects.

 

 

 

Camp Quality

James Jarvis is a volunteer with Camp Quality which assists children and their families living with cancer.  James sees this as a great opportunity to meet a these inspirational kids and hopes that he is able to assist with the Camp Quality motto of “laughter is the best medicine”.

NSW Rural Fire Service

  • Stephen O’Donoghue has over 25 years’ experience with the NSW Rural Fire Service.  Stephen is currently the Senior Deputy Captain of his local brigade.  During his time he has been involved in a number major fires that have impacted Sydney as well as fires across the state. 
  • Justin O’Donoghue was also involved in the New South Wales Rural Fire Service for over 6 years. Justin assisted during a number of major fires and emergencies including as part of a New South Wales Rural Fire Service contingent to assist in the aftermath of the Victorian fires.

Find out what our clients have said

Testimonials