Who We AreOur advisers and support team are here to help you, every step of the way. James CruzLead AdviserMEET JAMES Joshua GrayFinancial AdviserMEET JOSHUA Irel SumayangFinancial Planning SupportMEET IREL Makenzie RaudonikisClient Services Co-OrdinatorMEET MAKENZIE Karen CruzOffice ManagerMEET KAREN