Meet Our Team
The Wealth Team
Julian Coleman
Wealth Partner
GradDipFinPlan, SMSF Specialist Advisor™
Nithin Thomas
Wealth Partner
MBA (Finance), AFP ®, DIP (FS), SMSF Specialist Advisor™
Andrew Grinsell
Head Of Wealth
Jason Russell
Practice Manager
Gwen Padecio
Paraplanner
Angel Bacolod
Financial Planning Assistant
Dhebbie Koreen Berbisada
Financial Planning Assistant
Suzuart Sulla
Financial Planning Assistant
Leadership Team
Andrew Grinsell
Head Of Wealth
Daniel White
CEO
Finance Team
David Wewer
Finance Manager
Lancelot Lintag
Finance Assistant
Accounting Team
Richard Lather
Head of Accounting & Tax
Aubrey Vizcarra
Administrative Assistant
Christine Delos Santos
Accounts Manager
Who We Are
We turn financial uncertainty into your competitive advantage.
Meet Our Team
The Wealth Team
Julian Coleman
Wealth Partner
GradDipFinPlan,
SMSF Specialist Advisor™
Nithin Thomas
Wealth Partner
MBA (Finance), AFP ®, DIP (FS),
SMSF Specialist Advisor™
Andrew Grinsell
Head Of Wealth
Jason Russell
Practice Manager
Gwen Padecio
Paraplanner
Angel Bacolod
Financial Planning Assistant
Dhebbie Koreen Berbisada
Financial Planning Assistant
Suzuart Sulla
Financial Planning Assistant
Leadership Team
Andrew Grinsell
Head of Wealth
Daniel White
Head of Wealth
Finance Team
David Wewer
Finance Manager
Lancelot Lintag
Finance Assistant
Accounting Team
Richard Lather
Head of Accounting & Tax
Aubrey Vizcarra
Administrative Assistant
Christine Delos Santos
Accounts Manager
Speak To The Team
1800 297 088
Suite 2, Level 1
9-11 Grosvenor Street
Neutral Bay NSW 2000
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Licensed by AFSL Licensee Pty Ltd (AFSL: 518453)