Meet Our Team
The Wealth Team
Julian Coleman
Wealth Partner
GradDipFinPlan, SMSF Specialist Advisor™
Nithin Thomas
Wealth Partner
MBA (Finance), DIP (FS), SMSF Specialist Advisor™
Andrew Grinsell
Head Of Wealth
MFinPlan, SMSF Specialist Advisor™
Jason Russell
Practice Manager
Isabelle Gabriel
Client Services Manager
Leah Ramirez
Client Services Officer
Sweet Cantal
Paraplanner
Cristina Montebon
Paraplanner/CSO
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
Joel Ruig
Head of Accounting & Compliance
Aubrey Vizcarra
Administrative Assistant
Sadhana Rathod
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), DIP (FS),
SMSF Specialist Advisor™
Andrew Grinsell
Head Of Wealth
MFinPlan,
SMSF Specialist Advisor™
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
Joel Ruig
Head of Accounting & Compliance
Aubrey Vizcarra
Administrative Assistant
Christina Torririt
Accounts Manager
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