Delivery of exceptional financial advice and guidance starts with a collaborative and connected team culture.
We have worked hard over the years to build and develop a well-resourced, educated and dedicated team of experts who work together to meet your needs. Our team was sourced and recruited to match a culture of shared values and principles, so you can be confident that no matter who you deal with at Priority, we’re all on the same page in looking after your best interests.
Get to Know Our Team
Zvi Teichtahl
CEO, Financial Adviser
MComm, DipFP, AFP®
Zvi combines a proactive attitude to advice with innate leadership qualities to deliver personal and professional advice as well build and manage a high performing team at Priority.
In the role of Financial Adviser, Zvi advises and guides his clients on all financial matters to help them reach their life goals. Zvi strives to stay at the forefront of developments and innovation in investment portfolio construction, intergenerational wealth transfer, and asset protection.
In leading Priority, Zvi’s far reaching vision is to build and maintain one Australia’s most trusted financial services companies, particularly on the North Shore of Sydney, providing intelligent and valuable advice to more and more clients.
Outside of work, Zvi is a celebrated vocalist and Cantor for the North Shore Synagogue. He also has held a number of board and leadership positions with community organisations. While Zvi’s passion for music dominates much of his interest outside of work, his greatest joy is being is spending time with his busy and active family.
Nicole Hermann
Manager - Operations & Client Service
Grad Dip FS (FP)
With a background in accounting, finance, client administration and office management Nicole is currently our Manager of Operations and Finance. Joining Priority in 2013 she brings close to 30 years of experience in Financial Services and is particularly focused on streamlining our processes, managing our administration team and ensuring the highest quality of client service. Always on the lookout for better ways of doing things and utilising technology, Nicole ensures we keep pace with the ever-changing financial services landscape.
When away from work, Nicole enjoys keeping fit, spending time with family and renovating property. She regularly does long distance walks for charity up to 40km in distance and is equally comfortable in work boots building decks and pergolas.
Charmaine Israel
Manager - Office and HR, EA to the CEO
BA, GradDip HRM
Charmaine utilises her in-depth Human Resources background to manage the team and clients daily. No day is the same at Priority as Charmaine makes sure to go above and beyond for both staff and clients. Providing positive client and workplace experiences are the drivers to Charmaine’s daily activities. Charmaine values the principles that make the company unique and she has seen the business grow and flourish. It’s the human touch and attention to detail provided by each member that she believes sets Priority apart from other professional services firms.
When not at the office, spending time with her family, walks along Dee Why Beach and time at the gym are what invigorate her.
David Gibson
Financial Adviser
CFP®, Dip FP
David has spent over 20 years in the financial markets realm in Senior Management roles with National Australia Bank (Sydney, Melbourne, Tokyo, Brisbane and Singapore) and 3½ years in Auckland with the Bank of New Zealand. Joining Priority in 2003, he now focusses on the operation of other investment markets to assist clients with creating strategies aimed at their objectives.
David leads with a “quality-over-quantity” approach when establishing relationships with his clients. He is confident that sound advice and direction will follow when strategies are created based on a thorough and complete knowledge of a client’s financial affairs. This pragmatic and clear-thinking approach is underpinned by a solid understanding of financial risk.
David is philosophical about the benefits and challenges of having lived and worked interstate and overseas. He recognises that each move has brought new opportunities and a broader perspective of life to himself and his family. Away from the office, David spends time with family and friends. Skiing and golf compete equally for his leisure time with any travel often incorporating the two.
Terry Rhodes
Financial Adviser
CFP®, DFP
Following several years in senior marketing roles in the corporate world, Terry made the switch to financial advice in 2001. A number of years at AFM Advisers, including an ascent to partnership in 2010 and appointment as Managing Director in 2012, preceded a merger with Lifestyle Financial Services in 2017. Terry then played an important role in Lifestyle’s merger with Priority Advisory Group in 2023, all while maintaining long-standing relationships with his private clients and corporate super fund clients.
Terry is keenly focused on helping clients plan well for retirement, ensuring they have sufficient funds to enable them to fully enjoy the lifestyle they envision for themselves.
Terry has previously held the role of President of the Workplace Super Specialists Australia (WSSA), an association formed to support financial practices to provide better services and financial education to workplace employees.
In his down time, he and his wife Leslie are keen sailors who enjoy cruising and racing on Sydney Harbour.
Kieren James
Senior Financial Adviser
BCom GDipFP MBA CFP®
Starting as a paraplanner in 1999, Kieren quickly moved into the realm of technical advice and became a Certified Financial Planner CFP® in 2002. Since then, Kieren has devoted himself to helping people achieve their life goals through professional, holistic, and strategic financial advice.
Kieren specialises in superannuation, retirement planning, investment management and personal risk insurance, as well as the architecture and delivery of corporate services including workplace financial education and executive engagement programs. Kieren brings a wealth of experience as a finance professional and senior manager in these areas having worked for various groups including IOOF, Shadforth Financial Group, Outlook Financial Solutions, Gallagher Benefit Services and Plan B Wealth Management.
When he’s not working hard with his clients, Kieren seeks out travel and adventure, having represented Australia in elite competitive skydiving and holds various national and world records in the sport.
Dan Clarke
Financial Adviser
MPhys, Dip. FP, Grad. Dip. FP
Originally from England, Dan completed a Master of Physics degree at Manchester University in 2014. After travelling Europe, Asia and North America, he started his financial planning career in Canada and then moved to Australia in 2018 with his partner. Dan has completed a Diploma in Financial Planning and Graduate Diploma in Financial Planning.
Dan is passionate about delivering impactful and valued advice designed to enhance clients’ lifestyles. He will help clients to understand their current situation and then help to define, develop and achieve future goals.
In addition, Dan is a STEPS accredited specialist in aged care financial advice allowing him to help clients and their loved ones make the best choices when accessing home care, retirement villages and residential aged care.
When not working Dan enjoys being outdoors. You will often see him on the local ski hills as he is a keen skier and snowboarder, or in the Blue Mountains trying rock climbing.
Chris Fitzgerald
Financial Adviser
CAANZ, BCom, ADFP
Chris began his career as a Chartered Accountant specialising in Taxation before moving into Finance Manager roles within the Banking & Financial services industry in Australia and the UK. Since becoming an adviser 10 years ago, he has applied his experience and knowledge to cut through the complexity for clients and optimise the path towards their goals. He is interested in behavioural finance and conscious that humans can make emotional decisions when dealing with their own money. Chris believes in value of investing and that a trusted adviser can simplify options and provide the confidence and resolve to be positive about the future. A father of 2 young daughters, Chris appreciates there are many facets to overall health and wellbeing. Outside of work, Chris enjoys staying fit, ocean swimming and a round of golf each week (family commitments permitting).
Jacky Ng
Financial Adviser
CFP®, MFin, BCom (Accounting & Finance), AdvDip FP
Jacky has been working in the financial services industry for over a decade. As a committed, experienced and trusted financial adviser, Jacky provides his clients with holistic wealth management services; including cashflow and budgeting, superannuation, retirement planning, investment structuring, and strategic advice.
Jacky joined Lifestyle Financial Services (now merged with Priority Advisory Group) in 2016, guided by his passion for working closely with clients. Jacky is driven by the desire to help people achieve optimal financial outcomes by assuring and preserving their financial independence.
Outside of work, Jacky spends much of his time playing basketball and watching the NBA, especially the Golden State Warriors! Jacky is a Lower North Shore local, and in his weekends, you’ll find him there spending time with family and friends.
Jina Bao
Financial Adviser
BCom/Sci, MComm, Dip FP, FPA
Jina has worked in the Financial Service Industry for nearly 9 years and started her career in financial planning in 2017 as associate financial adviser and financial adviser. She joined Priority in 2022.
As a financial adviser, Jina is passionate about working with and helping her clients to meet their lifestyle and financial goals through the provision of individualised financial solutions.
Jina holds a Bachelor of Commerce/Science (Accounting/Biotechnology) and a Master of Commerce degree (International Finance). Jina has completed a Diploma of Financial Planning.
Away from work Jina enjoys spending time with her family, exercising and traveling. She also loves camping and off roading with friends and families.
Richard Moule
Financial Adviser
CFP® BFinServ AdvDip FS (FP)
Richard has worked in the financial services industry since 2010, and has been a licensed Financial Adviser since 2015. Richard enjoys partnering with his clients to determine their objectives, discuss options and concepts with them in easy-to-understand language, and then develop and present a carefully tailored financial plan and reviews as required.
Richard also focuses on providing his clients ongoing education, long-term financial wellbeing, and the peace of mind that their money is working for them. Over his career, he has provided goals-based financial advice to clients at various stages of life with varying needs, levels of wealth and objectives.
Outside of the office, Richard spends his time with his young family and enjoys an outdoor lifestyle around his home on the Central Coast. He loves his sport and is an avid Liverpool FC fan, he enjoys coaching his twin boys’ soccer team and hopes one day they’ll play for Liverpool themselves!
Jenny Moskvin
Financial Adviser
GradDip FP, Master of Applied Finance
Jenny has worked in Financial Services, primarily in the Wealth Management Industry, for over 15 years before making the decision to move into Financial Planning. She completed a Masters of Applied Finance (Financial Planning) whilst working for an independent advisory firm to gain experience in this area.
Jenny previously held several positions in the sales and distribution team working with Financial Advisers and dealer groups in Key Account Management and as a Business Development Manager for clients at BT Financial Group and Westpac Institutional Bank.
Following this, a career break and relocation to Singapore allowed Jenny to further pursue her studies and start a family. She later returned to Australia and undertook her Professional Year towards the path of becoming a financial planner.
In her spare time Jenny enjoys socialising with friends and family, keeps fit and energised by running and strength training, and relishes the challenge of balancing work, study and family time.
Greg Vock
Head of Risk, Financial Adviser
GradDipFinPlan
As a Financial adviser with a special interest in Life Risk Insurance, Greg has over 20 years in the Financial Services industry, and enjoys working with a broad range of clients and securing their wealth for the long-term. He builds on his Graduate Diploma of Financial Planning and Advanced Diploma of Financial Services (Financial Planning) with invaluable experience in helping clients manage risk and look after their hard-earned wealth.
In his free time, Greg enjoys going to the gym and spending time with his family.
Alissia Denly
Financial Adviser
GradDipFinPlan, JP
Alissia has worked in the financial services industry for over 20 years, with much of her career with the Priority team, having worked her way up to become the financial adviser she is today. Alissia has completed her Graduate Diploma in Financial Planning and the Aged Care STEPs accreditation. She is also a NSW JP (Justice of the Peace).
As an adviser, Alissia understands families are time poor and need to “get it done”. She is motivated to help her clients address their top-of-mind issues, articulate their financial goals and objectives, highlight any potential financial blind spots, and provide personalised strategies and options in an easy-to-understand way. Alissia recognises the squeeze on multi-generational families and has a keen interest in assisting families with aging parents in seeking assistance to manage their financial affairs, accessing home care services, downsizing, retirement villages or higher need residential aged care.
When she’s not working, Alissia enjoys spending her time with her family and travelling.
Ashleigh Cohen
Operations Support
With extensive administrative and customer service experience gained in her native Perth, Ashleigh brings to the Priority WFA team a passion for helping clients achieve their goals. Her current studies towards a Bachelor of Psychology Honors with a keen interest in the Financial Services Industry places gives her a unique perspective on financial advice, a combination which adds significant value to the WFA team and our clients.
Outside of work, Ashleigh enjoys hiking, camping, and spending time on the beach with a book for hours on end.
Earvin Empaces
Data Reporting Analyst
BS ChE
After finishing his bachelor degree in Chemical Engineering, Earvin pursued a tech career focusing in data analytics. With his background in project management, data engineering, and automation, Earvin is always looking for better ways to get things done while maintaining excellent quality. He brings to Priority his passion for data, supporting the team with his analytical mind.
To keep his mind sharp, Earvin is also a part-time college instructor teaching chemistry, math, and physics. In his free time, Earvin enjoys reading, gaming, music, and attending cosplay conventions.
Timothy Csont
Client Service Manager
BBS, GradDipFP
Timothy has worked in the financial services industry since 2010, he graduated from a Bachelor of Business Studies degree from Monash University, recently completed his Graduate Diploma of Financial Planning, and has set his next goal to become a financial adviser and risk specialist.
Over the past 14 years, having worked in various supervisory, account management, and frontline roles with GE Capital, NAB, Gow-Gates Group, and Challenger Limited it has equipped him with skills to understand client requirements and future needs covering wealth and insurance.
Outside of the office, Timothy spends his time with his young family and enjoys an outdoor lifestyle around his home on the doorstep of the Ku-ring-gai Chase and Berowra Valley National Parks. He also enjoys photography and the spending time in the surf at the many beaches along the NSW Central and North coasts.
Elise Keays
Client Service Manager
BArts
Elise’s several years of industry experience is an important asset in her role as part of our Client Services team, allowing her to bring a keen focus on administrative and people skills to assist our clients and advice team.
Elise has served two terms as a Local Government Councillor and spent 5 years volunteering in various organisations for the homeless and disadvantaged. Elise also served 9 years as a volunteer Director on the Board of KOPWA, an aged care facility in Roseville. When Elise isn’t at work, she enjoys travel, cooking, reading and spending time with family and friends.
David Goldberg
Client Service Manager
BA, BCom
In line with the Priority ethos of integrity, trust, respect, compassion and loyalty, David’s experience over 15 years allows him to listen to clients with his ‘eyes and heart’. A history in varying back office and frontline roles with Deutsche Bank, Perpetual Investments, CFS Property, FINSIA and Braxton Chase has equipped him with the skills to understand a client’s past, their current status and future needs. With this he can provide the necessary support in assisting to preserve and create financial wealth for clients.
With strong family values, David hopes to be a positive role model for his children, family & friends. Outside of work he spends his time learning more about his ancestry, as well as involving himself in various sports, photography, cooking, good food, wine, coffee and whisky.
Jen Sung
Client Service Manager
BCom (Econ), Dip FP
Jen graduated from the University of New South Wales with a Bachelor of Commerce and Bachelor of Economics, and her interest in the financial planning industry was sparked during her course as a finance major. Since then, Jen has completed her studies with a Diploma of Financial Planning and set her next goal to become a financial adviser.
When she isn’t working alongside our advice team to deliver great outcomes for our clients, Jen enjoys reading.
Gina Silver
Client Service Manager
BA
Relocating from South Africa to Australia saw Gina transition from the legal sector into a Client Relationship role at Priority. Working closely with colleagues and clients, her legal experience facilitates her keeping abreast of the changes in legislation in a constantly evolving environment, enabling her to contribute to the Priority workplace.
The Priority culture fosters the instilling of strong family values which contribute to having a positive impact on not only clients but colleagues too – something Gina strongly identifies with and which permeate her surroundings.
Freshwater Beach is a favourite location for Gina and her family to frequent. Psychological thrillers or crime novels populate her reading list.
Khrishelle Santillan
Client Service Manager
Khrishelle has worked in the Accounting and Auditing sector for 4 years, and applies the knowledge gathered from her Management Accounting degree and experience in the accounting and auditing field to her role as CRM at Priority.
Khrishelle is a lifelong learner, and particularly enjoys working with mathematical formulas and designing Excel spreadsheets. When she’s not at work, she loves spending time with her family and loved ones, as well as swimming in the ocean, landscape photography, reading books, and watching movies.
Manasi Shankar
Client Service Manager
With over six years of experience in the banking industry, specialising in Know Your Customer (KYC) and Anti-Money Laundering (AML) regulations, Manasi has honed expertise in client onboarding, risk management, and ensuring compliance. Her tenure at Macquarie Group provided invaluable experience in managing the end-to-end process of opening, maintaining, and closing accounts for a diverse client base. Known for dedication to delivering high-quality service and support, Manasi excels in building strong client relationships and providing innovative solutions.
Outside of work, Manasi finds solace in outdoor activities, particularly taking long walks along sandy beaches and indulging her creative side through baking. Quality time spent with loved ones is cherished above all, rounding out a balanced and fulfilling life both personally and professionally.
Claire Lupo
Client Service Manager
Our Client Services Manager Claire holds a Bachelor’s Degree in Business Management, majoring in Financial Management, and has a passion for numbers and loves managing finances. Several years working across various Customer Service Associate and similar roles has given Claire the industry knowledge, administrative experience, and data entry skills that she now applies to her role as a Client Services Manager at Priority.
When Claire isn’t working hard to look after our wonderful clients, she’s a supermum! Spending time with family, especially her daughter, is Claire’s ultimate go-to after work. She also like reading books, particularly a range of fiction genres, and experimental cooking which she finds through surfing YouTube videos.
Jeko Delantes
Client Service Manager
Prior to Joining Priority, Jeko worked in the insurance sector for a number of years, gaining vast experience in obtaining insurance information, breakdown of insurance coverage and accumulations, as well as claim and appeal reviews. Jeko’s great attention to detail and resilience in dealing with insurance providers has given him invaluable experience and knowledge in the insurance sector to apply to his role as Client Relationship Manager at Priority.
When he’s not working hard for our clients, Jeko enjoys cooking, spending quality time with his family and friends, and is also a keen basketballer and swimmer.
Josh Tayo
Client Service Manager
Following his studies in Business Administration (majoring in Marketing Management), Josh discovered his true passion for making others’ lives a little bit easier. With that in mind, he worked for seven years as a Customer Service Representative assisting customers and clients over the phone, developing a solid foundation of communication skills to add to his ever-growing repertoire. Josh brings this experience and dedication to fantastic customer service to his role at Priority Advisory Group, enjoying the opportunity to support the admin team and make a meaningful contribution to our internal processes and client service.
Josh is an avid fan of mystic spirituality, and enjoys exploring and learning during his free time.
Marnille Cabatana
Client Service Manager
Marnille has worked in administration roles for nearly a decade, businesses by providing timely support and accurate information. Her extensive experience has helped her develop organisational and communication skills that position her for success working with Priority’s wonderful clients.
Outside of her working life, Marnille always makes time to decompress with hobbies such as cross-stitching, as well as taking care of the housework and spending time with family and friends.
Lyra Talingting
Client Service Manager
BS (Management Accounting)
Lyra holds a degree of Bachelor of Science in Management Accounting, a path inspired by her mentor during her Senior High School work experience. Witnessing firsthand how financial management can drive organisational success, she was motivated to pursue a career in accounting. Throughout her years in tertiary education and on-the-job training, she honed her skills in the accounting field, gaining practical experience that deepened her expertise in understanding financial systems. Upon graduation, Lyra sought to broaden her horizons by transitioning into financial planning. While rooted in accounting principles, this new direction allows her to expand her financial insights and communication skills, providing a holistic approach to financial advisory services.
Outside of work, Lyra enjoys a quiet life at home, cherishing time spent with her family and playing with her dogs. She also finds joy in crocheting during her leisure moments and would love to travel the world someday.
Ruth Ebrado
Client Service Manager
BSc (Business Administration)
Ruth joined the Priority Advisory Group team in 2024, after completing her Bachelor of Science in Business Administration degree (majoring in Operations Management) and several years as an administration and accounting professional in the education and logistics industries. These experiences honed her data entry skills and attention to detail, qualities she now brings to the Priority team for the benefit of our clients.
Ruth’s interest in learning more about insurance and investment motivated her to start her own investment journey, and pursue a career in the financial planning industry. In her free time, she enjoys working out and spending time with her family and friends on weekends.
Lara Beldoro
Client Service Manager
Lara joined the Priority Advisory Group team in 2024 after completing her degree in Management Accounting. Her early interest in accounting and financial planning was sparked by a childhood fascination with managing entrusted funds. This inspired her and fueled her passion for financial literacy. Her involvement in university organisations gave her invaluable experience working with large datasets and numbers, equipping her with a strong analytical mindset. Lara brings all of this passion and knowledge to her role at Priority, assisting the team to deliver great outcomes for our clients.
In her free time, Lara enjoys spending quality time with her family and cats at home. She also loves catching up on her favorite shows and listening to music.
Get to Know Our Team
Zvi Teichtahl
MComm, DipFP, AFP®
CEO, Financial Adviser
Zvi combines a proactive attitude to advice with innate leadership qualities to deliver personal and professional advice as well build and manage a high performing team at Priority.
In the role of Financial Adviser, Zvi advises and guides his clients on all financial matters to help them reach their life goals. Zvi strives to stay at the forefront of developments and innovation in investment portfolio construction, intergenerational wealth transfer, and asset protection.
In leading Priority, Zvi’s far reaching vision is to build and maintain one Australia’s most trusted financial services company’s, particularly on the North Shore of Sydney, providing intelligent and valuable advice to more and more clients.
Outside of work, Zvi is a celebrated vocalist and Cantor for the North Shore Synagogue. He also has held a number of board and leadership positions with community organisations. While Zvi’s passion for music dominates much of his interest outside of work, his greatest joy is being is spending time with his busy and active family.
David Gibson
CFP®, Dip FP
Financial Adviser
David has spent over 20 years in the financial markets realm in Senior Management roles with National Australia Bank (Sydney, Melbourne, Tokyo, Brisbane and Singapore) and 3½ years in Auckland with the Bank of New Zealand. Joining Priority in 2003, he now focusses on the operation of other investment markets to assist clients with creating strategies aimed at their objectives.
David leads with a “quality-over-quantity” approach when establishing relationships with his clients. He is confident that sound advice and direction will follow when strategies are created based on a thorough and complete knowledge of a client’s financial affairs. This pragmatic and clear-thinking approach is underpinned by a solid understanding of financial risk.
David is philosophical about the benefits and challenges of having lived and worked interstate and overseas. He recognises that each move has brought new opportunities and a broader perspective of life to himself and his family. Away from the office, David spends time with family and friends. Skiing and golf compete equally for his leisure time with any travel often incorporating the two.
Dan Clarke
MPhys, Dip. FP, Grad. Dip. FP
Financial Adviser
Originally from England, Dan completed a Master of Physics degree at Manchester University in 2014. After travelling Europe, Asia and North America, he started his financial planning career in Canada and then moved to Australia in 2018 with his partner. Dan has completed a Diploma in Financial Planning and Graduate Diploma in Financial Planning.
Dan is passionate about delivering impactful and valued advice designed to enhance clients’ lifestyles. He will help clients to understand their current situation and then help to define, develop and achieve future goals.
In addition, Dan is a STEPS accredited specialist in aged care financial advice allowing him to help clients and their loved ones make the best choices when accessing home care, retirement villages and residential aged care.
When not working Dan enjoys being outdoors. You will often see him on the local ski hills as he is a keen skier and snowboarder, or in the Blue Mountains trying rock climbing.
Jina Bao
BComm/Sci, MComm, Dip FP, FPA
Financial Adviser
Jina has worked in the Financial Service Industry for nearly 9 years and started her career in financial planning in 2017 as associate financial adviser and financial adviser. She joined Priority in 2022.
As a financial adviser, Jina is passionate about working with and helping her clients to meet their lifestyle and financial goals through the provision of individualised financial solutions.
Jina holds a Bachelor of Commerce/Science (Accounting/Biotechnology) and a Master of Commerce degree (International Finance). Jina has completed a Diploma of Financial Planning.
Away from work Jina enjoys spending time with her family, exercising and traveling. She also loves camping and off roading with friends and families.
Greg Vock
GradDipFinPlan
Head of Risk, Financial Adviser
As a Financial adviser with a special interest in Life Risk Insurance, Greg has over 20 years in the Financial Services industry, and enjoys working with a broad range of clients and securing their wealth for the long-term. He builds on his Graduate Diploma of Financial Planning and Advanced Diploma of Financial Services (Financial Planning) with invaluable experience in helping clients manage risk and look after their hard-earned wealth.
In his free time, Greg enjoys going to the gym and spending time with his family.
Nicole Hermann
Grad Dip FS (FP)
Manager - Operations & Client Service
With a background in accounting, finance, client administration and office management Nicole is currently our Manager of Operations and Finance. Joining Priority in 2013 she brings close to 30 years of experience in Financial Services and is particularly focused on streamlining our processes, managing our administration team and ensuring the highest quality of client service. Always on the lookout for better ways of doing things and utilising technology, Nicole ensures we keep pace with the ever-changing financial services landscape.
When away from work, Nicole enjoys keeping fit, spending time with family and renovating property. She regularly does long distance walks for charity up to 40km in distance and is equally comfortable in work boots building decks and pergolas.
Charmaine Israel
BA, GradDip HRM
Office & HR Manager, EA to the CEO
Charmaine utilises her in-depth Human Resources background to manage the team and clients daily. No day is the same at Priority as Charmaine makes sure to go above and beyond for both staff and clients. Providing positive client and workplace experiences are the drivers to Charmaine’s daily activities. Charmaine values the principles that make the company unique and she has seen the business grow and flourish. It’s the human touch and attention to detail provided by each member that she believes sets Priority apart from other professional services firms.
When not at the office, spending time with her family, walks along Dee Why Beach and time at the gym are what invigorate her.
Gina Silver
BA
Client Services Manager
Relocating from South Africa to Australia saw Gina transition from the legal sector into a Client Relationship role at Priority. Working closely with colleagues and clients, her legal experience facilitates her keeping abreast of the changes in legislation in a constantly evolving environment, enabling her to contribute to the Priority workplace.
The Priority culture fosters the instilling of strong family values which contribute to having a positive impact on not only clients but colleagues too – something Gina strongly identifies with and which permeate her surroundings.
Freshwater Beach is a favourite location for Gina and her family to frequent. Psychological thrillers or crime novels populate her reading list.
David Goldberg
BA, BComm
Client Services Manager
In line with the Priority ethos of integrity, trust, respect, compassion and loyalty, David’s experience over 15 years allows him to listen to clients with his ‘eyes and heart’. A history in varying back office and frontline roles with Deutsche Bank, Perpetual Investments, CFS Property, FINSIA and Braxton Chase has equipped him with the skills to understand a client’s past, their current status and future needs. With this he can provide the necessary support in assisting to preserve and create financial wealth for clients.
With strong family values, David hopes to be a positive role model for his children, family & friends. Outside of work he spends his time learning more about his ancestry, as well as involving himself in various sports, photography, cooking, good food, wine, coffee and whisky.
Khrishelle Santillan
Client Services Manager
Khrishelle has worked in the Accounting and Auditing sector for 4 years, and applies the knowledge gathered from her Management Accounting degree and experience in the accounting and auditing field to her role as CRM at Priority.
Khrishelle is a lifelong learner, and particularly enjoys working with mathematical formulas and designing Excel spreadsheets. When she’s not at work, she loves spending time with her family and loved ones, as well as swimming in the ocean, landscape photography, reading books, and watching movies.
Joanna Estilo
Client Services Manager
Joanna has been working in admin and finance for the past 6 years. She also took up the challenge of a Bachelor of Business Administration, majoring in Financial Management, and her experience has developed her skills as a Client Services Manager at Priority. She enjoys solving problems and analyzing data, and loves financial planning as it’s not just about the numbers, it always includes people and how Priority supports them in achieving their goals in the future.
Outside of work, Joanna enjoys going on holiday, and outdoor activities like hiking and camping. She also devotes time to charitable works, including volunteering in her community for things like feeding programs, tree-planting, toy drives for kids in the local orphanage, and coastal clean-up campaigns.
Jeko Delantes
Client Services Manager
Prior to Joining Priority, Jeko worked in the insurance sector for a number of years, gaining vast experience in obtaining insurance information, breakdown of insurance coverage and accumulations, as well as claim and appeal reviews. Jeko’s great attention to detail and resilience in dealing with insurance providers has given him invaluable experience and knowledge in the insurance sector to apply to his role as Client Relationship Manager at Priority.
When he’s not working hard for our clients, Jeko enjoys cooking, spending quality time with his family and friends, and is also a keen basketballer and swimmer.
Claire Lupo
Client Services Manager
Our Client Services Manager Claire holds a Bachelor’s Degree in Business Management, majoring in Financial Management, and has a passion for numbers and loves managing finances. Several years working across various Customer Service Associate and similar roles has given Claire the industry knowledge, administrative experience, and data entry skills that she now applies to her role as a Client Services Manager at Priority.
When Claire isn’t working hard to look after our wonderful clients, she’s a supermum! Spending time with family, especially her daughter, is Claire’s ultimate go-to after work. She also like reading books, particularly a range of fiction genres, and experimental cooking which she finds through surfing YouTube videos.
Rob Hustler
BEc, CPA, Dip FS (FP), FPA
Consultant
A qualified accountant, Rob has over 30 years of comprehensive knowledge and experience in the financial planning and advice industry. Before joining Priority in 2009, he held Senior Management roles with ABN Amro Australia and JP Morgan, as well as serving as Director of Foreign Exchange for Macquarie Bank.
Rob’s experience serves him well at a personal level in providing quality strategic advice incorporating investments, insurance, estate planning, structuring and financial modelling to suit clients’ individual needs. Trust is critical when advising clients on financial matters and this sees Rob nurturing and developing partnerships that are continuing and valued. This lends itself to him thriving in the Priority culture of respect and unity.
Recreationally, Rob relishes his twice weekly golf rounds, enjoys the outdoors and spends time with his family.
Michael MacQuillan
Consultant
Michael’s edge in the Financial Services field stems from over 30 years of experience. Merging his firm with Priority in 2008 has seen the company strengthen exponentially.
Michael retired from Priority Advisory Group in his capacity as Financial Adviser in July 2021, however as Michael has been such a committed and loyal team member and Adviser he maintains a close relationship with Priority Advisory Group, our team and our clients. Michael makes himself available to continue to impart his wisdom and knowledge for the betterment of the Group.
Michael has a deep sense of community having volunteered with the Rotary Club of Chatswood for over 25 years. He has helped organise numerous projects and events for causes close to his heart. A keen golfer, he plays regularly.