OUR TEAM

Expert Financial Advice

Robbie Phillips

Director / Founder

Dominic Phillips

Director / CERTIFIED FINANCIAL PLANNERĀ®

Francesca Snaith

Director / Short-Term Broker

Mandy Jones

Commercial Lines Underwriter

Kash Adams

Claims Administrator

Shannon Bailey

Commercial Lines Underwriter

Taskeen Oakes

Domestic Underwriter

Leonie Manasse

Financial Planning Administrator

Ursula Mento

Short-Term Administrator