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
Adrian Dorca
Director | Accounting & Tax
Joel Harrison
Director
Ian Cantwell
Consultant
Michael Rees-Evans
Director | Wealth Adviser
Nick Talley
Wealth Adviser
Ben Lester
Wealth Adviser
Theunis Höll
Director | Accounting & Tax
Nicole Wang
Client Manager | Senior Accountant
Jackson Lu
Client Manager | Accountant
Taline Gulesserian
Client Manager | Accountant
Rae Saish
Client Manager | Senior Accountant
Hong Hu
Client Manager | Senior Accountant
Stuart Pearce
Finance & Mortgage Broker
Andrew Weight
Finance & Mortgage Broker | Automotive Buyer's Agent
Carol O’Riordan
Administration
Leilani Jones
Associate Adviser
Christine Loxton
Client Services
Jenny Anicete
Accountant
Eloisa Garcera
Accountant
Jackie Bataller
Aileen Villarin
Accountant
Karen Aspa
Administration | Wealth Management
Jordan Harrison
Finance & Mortgage Broker
Brad Matthews
Investment Committee Chair

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