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About Us

About Us

Welcome to

PROSPA FINANCIAL

Welcome to Prospa Financial, your dedicated partner for achieving financial success in Melbourne, Australia. Our boutique firm specialises in personalised financial planning services that are tailored to your unique goals and aspirations.

Our team of experienced and skilled financial advisors are passionate about making a positive impact on our clients’ lives. When you choose Prospa Financial , you can rest assured that you are working with professionals who genuinely care about your financial well-being.

At Prospa Financial, we strongly believe that financial planning should be accessible to all. We offer flexible appointment options and strive to deliver cost-effective solutions without compromising on the quality of service. Your financial well-being is our priority, and we are dedicated to helping you make informed decisions.

Take the first step towards financial success by exploring our website and learning more about our comprehensive range of services. Whether you’re ready to take control of your financial future or have any questions, our team is here to assist you every step of the way. Join us at Prospa Financial and experience the difference of working with a trusted partner who is committed to your financial success.

Your Financial Journey,
Our Expert Guidance.

50+

Years of Combined Experience

Why Choose Us​

Your Pathway to Financial Resilience for Security.

Prospa Financial is dedicated to guiding you in establishing a strong financial foundation, pivotal for a prosperous and secure future. Our expertise enables you to navigate financial challenges with confidence, laying the groundwork for long-term stability. We are committed to being your reliable partner on this path to enduring financial security.

Your Goals,
Our Strategies

Prospa Financial specializes in developing strategic financial plans that are focused on achieving your financial goals. Our tailored advice is designed to assist you in realizing your financial aspirations efficiently and effectively.

Aligning Vision with Financial Success

At Prospa Financial, we provide comprehensive and pragmatic financial strategies to enhance your financial success. Our approach is centered on delivering practical solutions that align with your unique financial objectives.

500+

Satisfied Customers

50+

Years of Experience

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Our Team

Meet Our Expert Team

Peter Prvulj
Peter Prvulj Principal Financial Adviser
Karthik Ganapathy
Karthik Ganapathy Senior Financial Adviser
Margareta Paxinos
Margareta Paxinos Practice Manager
Neil Mistry
Neil Mistry Associate Adviser
Monik Palany
Monik Palany Associate Adviser
Dinal De Silva
Dinal De Silva Senior Paraplanner
Nic Masunda
Nic Masunda Client Services Manager​
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Peter Prvulj
Peter PrvuljPrincipal Financial Adviser
Karthik Ganapathy
Karthik GanapathySenior Financial Adviser
Margareta Paxinos
Margareta PaxinosPractise Manager
Neil Mistry
Neil MistryAssociate Adviser
Monik Palany
Monik PalanyAssociate Adviser
Dinal De Silva
Dinal De SilvaSenior Paraplanner
Nic Masunda
Nic MasundaClient Services Manager
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Our Achievements

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Harnessing over half a century of combined advisory experience. Guiding generations with trust, expertise, and vision. Committed to securing your financial future and legacy.

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Peter Prvulj

Principal Financial Adviser

Since February 1985, Peter has been a distinguished figure in financial planning, guiding his own firm for over 38 years with a commitment to excellence. As a Certified Financial Planner since 2000, he has excelled in assisting clients in creating and building wealth, offering holistic and strategic financial advice. His expertise is further reinforced by his completion of the FASEA exam and his accreditation in Self-Managed Super Funds (SMSF), which enable him to provide comprehensive financial solutions to a diverse clientele.

Peter’s approach to wealth management is client-centric, focusing on understanding individual needs and crafting tailor-made financial strategies. His ability to simplify complex financial concepts and present them in an easily understandable manner has been crucial in helping clients make informed decisions about their financial futures. Peter’s reputation is built on a foundation of trust, integrity, and a deep commitment to his clients’ long-term financial well-being.

His professional excellence is recognized through his long-standing membership in the Million Dollar Round Table club, a testament to his exceptional service and ethical standards in the financial planning industry. This honor highlights his dedication to delivering quality advice and achieving outstanding client outcomes.

Outside of his professional sphere, Peter is known for his passions for travel, food, and sports, being an ardent supporter of the Hawthorn Football Club and Manchester United. While he enjoys wine, it is his love for sports that often brings him closer to clients and colleagues, sharing in the camaraderie and community that sports fandom brings.

Dinal D'Silva

Senior Paraplanner

Dinal brings a wealth of experience and knowledge to his role as a Senior Para-planner, with an impressive 8 years in the field. His academic background, featuring a Bachelor of Commerce alongside an Advanced Diploma and Diploma in Financial Planning, Margin Lending, and SMSF, lays a solid foundation for his technical expertise. Dinal’s proficiency is particularly notable in the creation of complex Statements of Advice and Records of Advice, where he skillfully navigates the intricate details of financial planning.

At the core of Dinal’s professional prowess is his ability to manage compliance aspects with ease and efficiency. His substantial experience in this area is vital in assisting the business during audits, ensuring that all processes and advice are up to the highest standards. Additionally, Dinal’s background in remediation, including his tenure at AMP as a Senior Para-planner, highlights his capability to address and resolve complex financial planning issues effectively.

Beyond his professional life, Dinal is an enthusiast of travel, food, and camping, interests that he often shares with his family. As a devoted husband and father of two, he finds a harmonious balance between his demanding career and a fulfilling personal life. His love for the outdoors and exploring new places with his family adds a dimension of adventure and relaxation to his busy schedule.

Dinal’s combination of technical expertise, dedication to compliance, and his passion for family and the outdoors make him an integral and well-rounded member of the financial planning team.

Karthik

Principal Financial Adviser

Hello! I’m Karthik, a seasoned financial planner with over 17 years of experience in financial services. Armed with a Master’s in Business and recognised as a Certified Financial Planner (CFP®) and SMSF Specialist Adviser (SSA®), my goal is to turn your financial aspirations into a concrete reality. Beyond the numbers, I’m a family person who finds joy in life’s simple pleasures. Whether exploring the outdoors, savouring delicious meals, or enjoying a quiet movie night, I believe in the importance of cherishing every moment.

When I’m not immersed in financial planning, you’ll find me passionately cheering for the Indian cricket team. It’s a sport I love for its strategic parallels with the world of financial planning. I like to start my day with a brisk walk, meditation, and yoga. This routine keeps me focused and brings a sense of tranquillity to the complexities of financial guidance.

Join me on this journey where financial expertise meets a personal touch. Let’s create a future where your financial goals align seamlessly with the rhythm of your life.

Monik Palany

Principal Financial Adviser

Monik Palany is a seasoned professional in the financial services industry, with an impressive eight-year track record that spans from personal insurance to his current role in financial planning, which he has adeptly handled for over three years. His academic background in Financial Planning and Data Analytics provides a robust foundation for his expertise in the field.

Outside of finance, Monik is a passionate aviator, holding a commercial pilot license. This love for flying complements his analytical and forward-thinking approach to finance. As a father of two boys, he enjoys family time and embraces the joys of parenthood. Monik’s interests also include traveling, swimming, and exploring diverse culinary delights. He is known among friends and colleagues as a perfume connoisseur, showcasing his refined taste and appreciation for the finer things in life.

Monik’s unique blend of professional knowledge and personal interests makes him dynamic and relatable in the financial planning sector.

Nic

Client Services Manager

Nicholas has been working in financial services for the past 7 years.

He is passionate about helping people navigate the, sometimes murky, waters of personal finance and achieving a strong financial position for themselves and their families.

In his spare time he enjoys basketball, music and spending time with family.

Neil Mistry

Associate Adviser

With 8 years in the Financial Services industry, Neil has evolved from debt servicing to being a registered provisional financial adviser. Armed with a Bachelor of Commerce, Graduate Diploma of Financial Planning, and FASEA exam clearance, his academic foundation seamlessly integrates with his hands-on experience. This synergy allows Neil to navigate complex financial landscapes adeptly.

Beyond finance, he finds solace in nature through hikes, embrace virtual adventures on PlayStation, delve into books, and cherish quality time with his family.

As a firm believer that financial planning is not just a profession but a way of life, drives him to empower others.

Neil aligns with the insightful philosophy of Warren Buffett, “The best investment you can make is in yourself, and family is the ultimate ROI.”

Margareta Paxinos

Practice Manager

With a career spanning over 20 years in the financial services industry, Margareta is a cornerstone of expertise and efficiency. As the Practice Manager, her acute eye for detail and deep understanding of the business’s operations make her the go-to resource for her colleagues. Her dual role in meticulous bookkeeping and assisting the owner in business management underscores her pivotal contribution to the firm’s success.

Outside the office, Margareta’s life is enriched by her love for cruises, reflecting her adventurous spirit, and the joy she finds in the company of her family and her cherished dog. This blend of professional dedication and personal passions paints Margareta as a well-rounded and invaluable member of her team.