TEAM

Our expert team has over 100 years of experience and are dedicated to helping you reach your goals.

MEET THE TEAM

  • All
  • Accountant
  • Accounting & Tax
  • Accounting & Taxation Manager
  • Associate Adviser
  • Automotive Buyer's Agent
  • Client Manager
  • Client Services
  • Consultant
  • Director
  • Finance & Mortgage Broker
  • Financial Adviser
  • Investment Committee Chair
  • Senior Accountant
  • Team Leader
  • Wealth Management

David Harrison

Director | Accounting & Tax

Adrian Dorca

Director | Accounting & Tax

Joel Harrison

Director | Accounting & Tax

Ian Cantwell

Consultant

Michael Rees-Evans

Director | Financial Adviser

Nick Talley

Financial Adviser

Ben Lester

Financial Adviser

Theunis Höll

Director | Accounting & Tax

Carmen Lei

Client Manager | Senior Accountant

Jackson Lu

Client Manager | Accountant

Taline Gulesserian

Client Manager | Accountant

Rae Saish

Client Manager | Accountant

Hong Hu

Client Manager | Senior Accountant

Stuart Pearce

Finance & Mortgage Broker

Andrew Weight

Finance & Mortgage Broker | Automotive Buyer’s Agent

Carol Reilly

Client Services | Wealth Management

Leilani Jones

Associate Adviser

Christine Loxton

Client Services | Wealth Management

Jenny Anicete

Accountant | Team Leader

Eloisa Garcera

Accountant

Maics Landicho

Client Services | Accounting & Tax

Jackie Bataller

Accountant

Aileen Villarin

Accountant

Karen Aspa

Client Services | Wealth Management

Jordan Harrison

Finance & Mortgage Broker

Nicole Wang

Accounting & Taxation Manager

Annabelle Villabroza

Accountant

Grace Lerio

Accountant

Jess Sibunga

Accountant

Judy Ann Estrella

Accountant

Karen Tolentino

Accountant

Liberty Palad

Accountant

MJ Tambasen

Client Services | Accounting & Tax

Rey Ramirez

Accountant | Team Leader

Brad Matthews

Investment Committee Chair

We can design a personalised plan that explains how we can help you to reach your financial goals.