Team

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

Meet the team

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.