The value of great advice

Our advisors are valuable assets to our success. They are knowledgeable, skillful, experienced and most important of all, they put our clients in the first place by being attentive and working to understand their individual needs.

Reach out today for a chat about your needs and how you can reach your financial goals.

  • Jon Black – Partner

  • Shirley Chang – Senior Wealth Advisor

  • Matthew Jones – Senior Wealth Advisor

  • Joanne Kenderes – Partner

  • Craig Lasby – Senior Wealth Advisor

  • Jean Lim – Senior Wealth Advisor

  • Andre Mudigdo – Senior Wealth Advisor

  • Floriana Ng – Senior Wealth Advisor

  • Laura Peressini – Partner

  • Nicholas Woodward – Senior Wealth Advisor

  • Monica Yiu – Senior Wealth Advisor

  • William Chong – Senior Wealth Advisor

  • Jitendra Bhatia – Senior Wealth Director


Read our latest insights to help you make better investment decisions and build stronger portfolios.

  • Bitesize Portfolio Advisory Insights

    Bitesize Insights – Upgrading our view on bonds

    Read more
  • Bitesize Asset Allocation Review

    Protected: Bitesize Asset Allocation Review – June 2022

    Read more
  • Bitesize Global Markets Review

    Protected: Bitesize Global Markets Review – June 2022

    Read more
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