“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

  • James Vandeloo

    Director | Head of Investment Committee | Adviser

  • Jason Harwood

    Director | CEO

  • Mark Henry

    Adviser | Principal

  • Simon Schembri

    Adviser | Principal

  • Michael Lirosi

    Adviser | Principal

  • Indy Weerakoon

    Adviser | Principal

  • Mark Abbott

    Accounting Director | Accountant

  • Tony Vikram

    Adviser | Principal

Our people

  • Allan Phu

    Allan Phu

    Financial Adviser

  • Alessandra Leyden

    Communications and Events Manager

  • Alex Porter

    Associate Adviser

  • Alison Blackwell

    Quality Assurance Officer

  • Alyssa Hatzi

    Financial Adviser

  • Andrea Laguna

    Financial Planning Assistant

  • Anne Nizoridis

    Anne Nizoridis

    Personal Assistant

  • Bertrand Bouchez

    Financial Adviser

  • Bianca Cassano

    Executive Assistant

  • Caryl Garcia

    Mortgage Broker Assistant

  • Celso Malinao

    Financial Planning Assistant

  • Cesel Ucat

    Financial Planning Assistant

  • David Patterson

    Provisional Financial Adviser

  • Elise Michelmore

    Head of Advice

  • Elmer Ripalda

    Elmer Ripalda

    Financial Planning Assistant

  • Gemma Nuqui

    Accountant

  • Janet Billing

    Executive Assistant

  • Joe Denomme

    Practice Manager

  • Krystle Siomos

    Financial Adviser

  • Kathleen Wadie

    Receptionist

  • Kathy Chan

    Associate Adviser

  • Kyle Martinez

    Financial Planning Assistant

  • Louisa Ellul

    Associate Adviser

  • Marco Minniti

    Financial Planning Assistant

  • Micah Beltran

    Accountant

  • Nadine Poserio

    Executive Assistant

  • Nicholas Minniti

    Associate

  • Rhona Villena

    Financial Planning Assistant

  • Ryan Teehingchon

    Accountant

  • Sara Bryant

    Accountant

  • Scarlette Kim

    Accountant

  • Suzana Benbow

    Operations Manager

  • Tammy Trinh

    Accountant

  • Thed Estrada

    Paraplanner

  • Timothy Mockon

    Financial Planning Assistant

  • Wendy Lam

    Associate

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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.

Learn more