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

Harvy Yanga

Assistant Office Manager
Fiona Duan

Fiona Duan

Assistant Accountant

Jessica De Leon

Assistant Accountant

Jeffrie Erandio

Investment Administrator

Jessa Dungca

Administration Officer
Holly Thompson

Holly Thompson

Senior Relationship Manager
Imogen Harvey

Imogen Harvey

Administration Manager
Jacinda McCloy

Jacinda McCloy

Office Administrator and Receptionist
James Collacott

James Collacott

Senior Tax & Business Services Accountant

Joven Nicdao

SMSF Accountant
Janelle Mitchell

Janelle Mitchell

Senior Paralegal
Jess Stenhouse

Jess Stenhouse

Administration Manager