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Meet Our Amazing Team

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

Jackson Millan

Director and Chief Dreamer

Nadia Haryanto

Chief Operating Officer

Jim Fairhall-Dickie

Head of Wealth

Jhona Cabrigas

Executive Assistant

Daphne Lozano

Operations Manager

Ember Felizco

People & Culture Leader

Rakesh Nairn

Head of Accounting

Marty Fincher

Sales Leader

Oliver Whitton

Business Relationship Manager
Rosie Hancox photo

Rosie Hancox

Business Relationship Manager

Daniel Leahy

Business Relationship Manager

Ben Hancox

Business Relationship Associate

Brett Ellis

Marketing Leader

Jackridz Reyes

Video Editor

Geoff Cruz

Video Editor

Febrina Tanghal

Copywriter

Harvey Lynch

Head of Education

Darryl Tonks

Profit Coach

Victoria Cala

Client Success Manager (Education)

Julie Rae Logares

Chief Financial Officer

Nikka Tuquib

Profit Strategist

Kerry Adair

Wealth Team Coordinator

Nicolas Saravanja

Financial Adviser & Wealth Coach

Michael Durkin

Financial Adviser | Retirement & Aged Care Specialist

Jac Po

Paraplanner

Mich Baybay

Paraplanner

Breelyn Robles

Senior Case Manager

Jyssilee Marcillano

Senior Case Manager

Ja Batuigas

Senior Case Manager

Alexcis Pilapil

Senior Case Manager

Glennie Seno

Senior Case Manager

Joanna Goward

Client Concierge

Rakshana Kumar

Accountant

Kate Egorova

Intermediate Accountant

Teresa Sheehan

Client Manager

Anne Del Fierra

Client Service Coordinator

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.  Click the button below.

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