our TEAM

the board

  • Marybeth banks

    Managing Director

  • Jya Banks

    Board Member

  • Phil Wright

    CFO

ADMINISTRATION TEAM

  • BRI HOWELL

    PA & Office Manager

  • CAITLIN WASMUND

    Head of Innovation

  • kirra chapman

    Receptionist

Tax & Accounting Team

  • phil wright

    Senior Accontant

  • Kodie Sills

    Tax & Accounting Consultant

  • Natasha Ellwood

    Tax Accountant

  • Jess wastell

    Tax Accountant (CA)

  • Dan Little

    Tax Accountant

  • Cait Moroney

    Accounting Operations Manager

  • Winnie Wu

    Customer Service Officer

  • Liesl Bojahra

    Customer Service Officer

  • Jee Silawan

    Tax & Accounting VA

  • Daz Serocifino

    Tax & Accounting VA

  • Chloe Guevarra

    Tax & Accounting VA

  • Donnie Perez

    Tax and Accounting VA

Finance team

  • kelly wei

    Mortgage Broker

  • Nick Logothetis

    Mortgage Broker

  • Jodi Crummer

    Asset & Commercial Broker

  • Emma McKinnon

    Finance Support Officer

  • Elle Burgess

    Finance Support Officer

  • Jani bangay

    Finance VA

  • Shaira Canaling

    Finance VA

Financial Planning

  • Paul Farrelly

    Financial Adviser

  • Chris Robertson

    Financial Adviser

  • Scott Oudendyk-Slor

    Financial Adviser

  • Jya Epstein

    Paraplanner

  • Caitlin Wasmund

    Financial Planning Officer

  • Ben Thomas

    Financial Planning Assistant

  • Henry Mackley

    Financial Planning Assistant

  • Chyrrel gulane

    Financial Panning VA

  • Sarah Almeda

    Financial Planning VA

Bookkeeping

  • Amanda Gorry

    Bookkeeper

  • Ellie Towns

    Bookkeeper

  • rev collanto

    Bookkeeping VA

  • Kristel Ferrolino

    Bookkeeping VA

Property Management

  • Deborah Pannell

    Property Consultant

  • Sarah Wyman

    Senior Property Manager