Meet Our Amazing Team

Take your time to meet our amazing team and learn more about us!

Jackson Millan

Director and Chief Dreamer

Sam Panetta

Director and Money Man

Nadia Haryanto

Chief Operating Officer

Jhonalyn Cabrigas

Executive Assistant

Daphne Lozano

Executive Assistant

Jim Fairhall-Dickie

Head of Wealth l Engagement

Chad Brookes

Head of Wealth l Strategy

Ben White

Head of Finance

Rakesh Nairn

Head of Accounting

Michael Shaw

National Sales Manager

Brian Quinlan

Scale Specialist

Daniel Pankhurst-Evans

Client Concierge

Damian Thiele

Client Concierge

Oliver Whitton

Client Concierge

Harvey Lynch

Profit Coach

Victoria Cala

Client Success Manager (Education)

Gregory Robinson

Marketing Director

Julie Rae Logares

Finance Controller

Nikka Tuquib

Profit Strategist

Kerry Adair

Wealth Team Coordinator

Nicolas Saravanja

Financial Adviser & Wealth Coach

Michael Durkin

Financial Adviser | Retirement & Aged Care Specialist

Michael Luis Cope

Paraplanning Team Lead

Jac Po


Ja Batuigas

Associate Paraplanner

Breelyn Robles

Administrative Assistant

Jyssilee Marcillano

Administrative Assistant

Alexcis Pilapil

Administrative Assistant

Joanna Goward

Client Concierge

Areane Alejado

Client Service Coordinator

Yashika De Alwis


Rakshana Kumar


Financial Performance Scorecard For Business Owners

Are you a 6–7 figure business owner ready to increase your profit? Complete our 40 point financial performance scorecard (average score is 18/40)

What you'll get:

The performance scorecard helps you understand your current financial position and allows us to tailor the best solutions. There’s no reason to delay. Click the button below.

We're ready to start a conversation, are you?