1. Home
  2. Our Team

Meet Our Amazing Team

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

Jackson Millan

Director and Chief Dreamer

Daphne Lozano

Operations Manager

Ember Felizco

People & Culture Leader

Salman Haroon

Business Intelligence Leader

Hasan Zahid

Automation & Integration Specialist

Julie Rae Logares

Chief Financial Officer

JD Campos

Financial Controller

Harvey Lynch

Head of Education

Darryl Tonks

Profit Coach

Ian Rees

Profit Coach

Sammi Jaeger

Profit Coach

Victoria Cala

Client Success Manager (Education)

France Jaro

Client Success Manager (Education)

Nikka Tuquib

Profit Strategist

Espie Cuyos

Profit Strategist

Mary Lanado

Instructional Designer

Jim Fairhall-Dickie

Head of Wealth

Michael Durkin

Financial Adviser | Retirement & Aged Care Specialist

Nicolas Saravanja

Financial Adviser & Wealth Coach

Joanna Goward

Client Success Specialist

Kerry Adair

Wealth Team Coordinator

Jac Po

Paraplanner

Janine Batuigas

Senior Case Manager

Breelyn Robles

Senior Case Manager

Jyssilee Marcillano

Senior Case Manager

Glennie Seno

Senior Case Manager

Kristine Santiago

Senior Case Manager

Charity Malunhao

Senior Case Manager

Rakesh Nairn

Head of Accounting

Teresa Sheehan

Senior Accountant

Kate Egorova

Accountant

Kaye Noche

Executive Support Specialist

Onell Waneesha

Accountant

Rakshana Kumar

Accountant

Brett Ellis

Marketing Leader

Dianne Fortuno

Social Media Leader

Dona Serion

Funnel Builder & CRM Specialist

Ed Tagal

Web Graphic Designer

Geoff Cruz

Video Editor

Jackridz Reyes

Video Editor

JP Manzan

Video Editor

Nico Fabian

Marketing Account Manager

Adolfo Nacario II

Google Ads Strategist

Marty Fincher

Sales Leader

Rosie Hancox

Business Relationship Manager

Daniel Leahy

Business Relationship Manager

Ben Hancox

Business Relationship Associate

Matthew Bruton

Business Relationship Associate

William Mulvey

Business Relationship Manager

Christine Muldoon

Business Relationship Associate

FREE Financial Performance Scorecard For 7+ Figure Business Owners

Get Your FREE Personalised Wealth Report Within Minutes PLUS Get Access To FREE TOOLS To:

✅ Increase Your Business’ CASHFLOW

✅ STOP Overpaying Taxes To The ATO

✅AND Finally…. Learn How To Leverage Your Business To Create Financial Abundance and BUILD WEALTH!

The performance scorecard helps you understand your current financial position and allows us to tailor the best solutions.  Click the button below.