Our Team
Meet the team dedicated to your financial success.
Our people are the foundation of our commitment to delivering tailored financial strategies. Combining deep experience, specialised knowledge, and a passion for service, our team works collaboratively to help you navigate complexity and achieve your family's distinctive goals with confidence.
Peter Leggett
Chairman & Chief Investment Officer
Judy Schmidt
Director & Private Client Adviser
Mark O’Leary
Private Client Director
Rod Runco
Private Client Adviser
Simon Lewis
Private Client Adviser
Kreston Leggett
Private Client Adviser
David Green
Private Client Adviser
Tiffany Duncan
Client Services Officer
Ryan Synnot
Head of Investment Management
Rae Anne Borbon
Paraplanner
Seton Leggett
Chief Operating Officer
Sunshine Badilles
Administration Manager
Leonarda Vella
Client Services Officer
Keziah Ypil
Administration Assistant
Jane Lyukimson
Accounts Manager
Janine Alcantara
Administration Assistant
Natasha Bartley
Administration Assistant