“Helping people is what matters to us most, it's what drives our passion.”
For nearly 25 years, we have prided ourselves on creating a progressive working environment for our team - both personally and professionally.
Our long-held belief is that a strong culture ensures we deliver on our mission for our people and, in turn, our people deliver on the mission for our clients.
Our partners
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James Vandeloo
Director | Head of Investment Committee | Adviser
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Jason Harwood
Director | CEO
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Mark Henry
Adviser | Principal
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Simon Schembri
Adviser | Principal
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Michael Lirosi
Adviser | Principal
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Indy Weerakoon
Adviser | Principal
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Mark Abbott
Accounting Director | Accountant
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Tony Vikram
Adviser | Principal
Our people
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Allan Phu
Financial Adviser
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Alessandra Leyden
Office Manager
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Alex Porter
Associate Adviser
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Alison Blackwell
Quality Assurance Officer
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Alyssa Hatzi
Financial Adviser
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Andrea Laguna
Financial Planning Assistant
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Anne Nizoridis
Client Services
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Bertrand Bouchez
Financial Adviser
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Bianca Cassano
Client Services
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Caryl Garcia
Mortgage Broker Assistant
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Celso Malinao
Financial Planning Assistant
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Cesel Ucat
Financial Planning Assistant
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David Patterson
Provisional Financial Adviser
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Elmer Ripalda
Financial Planning Assistant
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Gemma Nuqui
Accountant
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Janet Billing
Executive Assistant
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Joe Denomme
Practice Manager
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Krystle Siomos
Financial Adviser
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Kathy Chan
Associate Adviser
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Kyle Martinez
Financial Planning Assistant
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Louisa Ellul
Associate Adviser
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Micah Beltran
Accountant
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Nadine Poserio
Executive Assistant
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Nicholas Minniti
Associate
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Rhona Villena
Financial Planning Assistant
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Ryan Teehingchon
Accountant
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Sara Bryant
Accountant
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Scarlette Kim
Accountant
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Suzana Benbow
Operations Manager
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Tammy Trinh
Accountant
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Thed Estrada
Paraplanner
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Timothy Mockon
Financial Planning Assistant
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Wendy Lam
Associate
Certified as a Great Place To Work.
We’re excited to announce that as of September 2021, Lifewealth Group has been certified as a Great Place to Work.