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

Phil Taylor

Director of Wealth Administration
Ashlee Zivkovic

Ashlee Zivkovic

Head of Accounts, Administration, People and Culture
Kristy Bold

Kristy Bold

Head of Marketing & Communications
Denise Rotsos

Denise Rotsos

Office Administrator and Receptionist

Fatima David

Administration Officer

Harvy Yanga

Assistant Office Manager
Imogen Harvey

Imogen Harvey

Administration Manager
Jacinda McCloy

Jacinda McCloy

Office Administrator and Receptionist

Kathrine Taruc

Accountant & Office Manager

Merlyn Dimacali

Executive Assistant

Maridol Palo

Administration Officer

Michelle Rivera

Accounts Officer