Team
Meet your personalised advisory team. Together, we thrive.
Management team
Pierre Schroeder
Managing Director
Kris Towgood
Adviser Development Manager
Sarouen Costa
Practice Manager
Advisor team
Thea Macalintal
Financial Adviser
Warren Symon
Financial Adviser
Ngaire Sothat
Financial Adviser
Steve Cox
Financial Advisor
Ivy Pulacan
Financial Adviser
Lydia von Rönge
Financial Adviser
Charles Skeen
Financial Adviser
Dillan Korkie
Financial Adviser
Daniel Anderson
Financial Adviser
Jae Viliamu
Financial Adviser
Anita Cooper
Financial Adviser
Orland Dela Cruz
Financial Adviser
Mandy Smith
Financial Adviser
Calder Woodfield
Financial Adviser
Krista Merino
Financial Adviser
Support team
Gesina Schroeder
Admin & Bookkeeping
Maggie Lee
Executive Assistant & Admin Support
Monika Gonzalez
Admin Support
Scout Francis
Admin Support
Jeffrey Siman
Client Services Administrator
Reylyn Alcantara
Systems Analyst
Nanette Schroeder
Social Media Manager
