OUTSOURCING TEAM

ANN ALLOSA

Ann joined Erryn’s team in April 2022. Outsourced SMSF support staff working closely with Erryn in managing the administration and compliance requirements of self-managed super funds. Provides assistance with fund documentation, transaction processing, and coordination with accountants and auditors. Delivers accurate, timely support to ensure smooth SMSF operations.

ACHILLES ARTIGAS

Achilles is a dedicated Client Service Officer with a strong background in client relations and administrative support, now transitioning into Trade Documentation. Brings excellent attention to detail, strong organizational skills, and a proactive approach to ensuring accuracy and efficiency in handling trade-related documents and processes.

FINANCIAL PLANNING TEAM

KRISHIEL MOGATO

Krishiel is a dedicated Financial Planning Manager with extensive experience in strategic advice, compliance oversight, and team leadership. Works closely with the admin team to facilitate smooth business operations and ensure seamless support for both clients and advisers. Skilled in managing client relationships, overseeing SOA and ROA preparation, and delivering tailored solutions in superannuation, retirement, and insurance. Committed to driving efficiency, client satisfaction, and business growth through effective collaboration and planning.

FIND RETIREMENT

NIKA ZAMBRA

Nika is a proactive Retirement Support staff member responsible for preparing ROAs and overseeing implementation steps for retirement strategies. Supports advisers by coordinating rollovers, pension setups, and ensuring timely and compliant execution of advice for a smooth client experience.

MARY BARNES

Mary is a  reliable Retirement Support staff member assisting with the end-to-end retirement planning process. Provides administrative support in preparing SOAs and ROAs, managing pension commencements, rollovers, and compliance tasks to ensure a smooth and efficient experience for clients transitioning into retirement.

FIND SUPER

SHARYN CAMIRING

Sharyn is a detail-oriented Superannuation Administrator with a strong background in managing WealthSolver, and preparing ROAs and SOAs for both superannuation and retirement clients. Skilled in supporting advisers with strategy implementation and ensuring documentation is compliant, accurate, and tailored to client goals.

JEANNY PALESTRA

Jeanny recently joined the Financial Planning team and is currently gaining hands-on experience in WealthSolver. She is also preparing to undertake training in Aged Care Steps to broaden her expertise in client solutions. With a growing passion for helping clients make informed financial decisions, Jeanny is quickly becoming a valuable member of the team.

FIND INSURANCE

AISHA TELESFORO

Aisha is a Financial Planning Admin who manages the insurance side of the practice, leveraging a strong medical background to support policy applications, underwriting, and client communication. She ensures accurate and efficient processing with a focus on client care and detail.

EIAH EMBOLTORIO

Eiah is a Financial Planning Admin focused on supporting insurance-related processes, including application preparation, policy tracking, and client communication. With strong administrative skills and attention to detail, she ensures efficient and accurate handling of insurance matters.

YVAIN LORIA

Yvain is a Financial Planning Admin providing vital support in client communication, document preparation, and compliance management. Known for efficiency and attention to detail, she helps ensure smooth and professional service across the planning team.

FIND ACCOUNTING

JEZZEL BILLENA

Jezzel assists Cris with client communications and tax-related matters

CRIS HARDER

Cris oversees the business’s accounting functions, including tax preparation and compliance.

 

TRICIA MALDEVIA

Tricia recently transitioned to the Accounting Department, where she now focuses on Australian Taxation. With a strong background in Superannuation administration, she brings valuable experience and a keen eye for detail to her new role.

FIND MARKETING

ABBY PANASE

Abby oversees the Marketing team, the Find Cards program, and the Find Foundation’s community papers, including staff management.

MARK MOGATO

Alongside Abby, Mark serves as the Officer-in-Charge (OIC), designs the front page artwork for the community papers, and provides graphic design support to Abby for their monthly production.

PAUL LEGARIO

Paul, a graphic designer with the Find Foundation since 2020, has enhanced the community paper’s development through his valuable video skills.

GEN BRAZIL

Gen oversees the Find Network Business, which supports the community paper, working alongside Abby and the marketing staff.

JAN PANASE

Jan partnered with Warren to establish Find Wellbeing, serving as the Virtual Care Manager. Drawing on her passion for people and her previous experience in the health industry, she oversees the day-to-day operations of the business. Jan is also a member of Carers Victoria

JODE ADORADOR

As our overall administrator, Jode also facilitates the Find Maroondah community paper and oversees the Find Cards business, which provides essential support to it.

JOE LAM

Joe will oversee The Find Geelong community paper as part of the Marketing Staff, and collaborates with Gen to manage the Find Network business supporting the papers.

IAN DRILON

Ian is responsible for all aspects of website design and support, ensuring our business websites are visually engaging, user-friendly, and consistently well-maintained.

2024 & 2025 STUDENT INTERN

DARYL ARMADA

A student intern from West Visayas State University – Janiuay Campus, Daryl began her internship on January 20, 2025.

JANEN ALLOSA

A student intern from West Visayas State University – Janiuay Campus, Janen commenced her internship alongside Daryl on January 20, 2025.

JOHN GABRIEL OPAO

A student intern from West Visayas State University – Janiuay Campus, Janen commenced her internship alongside Daryl on January 20, 2025.

MIGUEL ANGELO MONTECALVO

A student intern from West Visayas State University – Janiuay Campus, Janen commenced her internship alongside Daryl on January 20, 2025.

Are you interested in having a support person to your business?