Meet Our Team
The Wealth Team
Samantha Obeney
Wealth Partner
MFinPlan
Julian Coleman
Wealth Partner
GradDipFinPlan, SMSF Specialist Advisor™
Robert Watson
Wealth Partner
MFinPlan, BBus, SMSF Specialist Advisor™
Nithin Thomas
Wealth Partner
MBA (Finance), AFP ®, DIP (FS), SMSF Specialist Advisor™
Jason Russell
Practice Manager
Andrew Grinsell
Head Of Wealth
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.
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