Our people

Our team is made up of passionate individuals with diverse expertise working together to deliver strategies that fast-track your financial success.

All
Denise Rotsos

Denise Rotsos

Office Administrator and Receptionist

Harvy Yanga

Assistant Office Manager
Imogen Harvey

Imogen Harvey

Administration Manager
Jacinda McCloy

Jacinda McCloy

Office Administrator and Receptionist
Jess Stenhouse

Jess Stenhouse

Administration Manager

Kathrine Taruc

Accountant & Office Manager
Kristy Bold

Kristy Bold

Head of Marketing & Communications
Lavinia Teu

Lavinia Teu

Administration Officer
Michael Minnekeer

Michael Minnekeer

Solution Architect
Phil Taylor

Phil Taylor

Director - Wealth Administration & Human Resources