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

Fhem Manaloto

Client Services Liaison

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

Wealth Strategist
Imogen Harvey

Imogen Harvey

Administration Manager
Jacinda McCloy

Jacinda McCloy

Office Administrator and Receptionist
James Collacott

James Collacott

Senior Tax & Business Services Accountant

Kathrine Taruc

Accountant & Office Manager

Lady Molina

Finance Support Officer