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
Chester

Chester Vann Cortado

Wealth Administrator
Crystal

Crystal Sison

Client Services Liaison
Danae Harris

Danae Harris

Senior Finance Manager
Daniel Pawelek

Daniel Pawelek

Service Delivery Manager
Daniel Thalji

Daniel Thalji

Head of Wealth Strategy
Danilo Albuquerque

Danilo Albuquerque

Assistant Accountant
Debbie Allardyce

Debbie Allardyce

SMSF Accountant
Denise Rotsos

Denise Rotsos

Office Administrator and Receptionist

Kaye Tanganco

Client Services Liaison
Dessa

Dessa Sabat

Assistant Accountant
Edelene

Edelene Nucum

Assistant Accountant
Edward

Edward Vergara

Accounts Officer