Meet the Team

Priority Advisory Group Team

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.

Gareth Hall

Financial Adviser, Head of WFA

CFP DFMB JP

Gareth began his career in financial services in 1990 following a major health crisis that led to a profound change in his personal and professional goals. A desire to assist families to avoid the heartache of financial loss motivated this career change, from mechanical engineering into financial planning and advice, and Gareth and his wife Carmel founded Lifestyle Financial Services in 1994. He then guided Lifestyle through nearly thirty years of growth into a premier holistic financial planning and corporate superannuation services firm, and remains a key figure since Lifestyle’s merger with Priority Advisory Group.

Gareth is a founding member and former Treasurer of the Workplace Super Specialists Australia (WSSA), an association that represents advisory businesses that specialise in corporate superannuation, and has been involved with all the WSSA activities since its formation in 2009. Gareth enjoys bicycle touring (particularly on country roads), travel, most things to do with cars and motorcycles, great food and good wine.

David Gibson

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

Financial Adviser

CFP®, MBA, GradDip FP, BCom (Banking & Finance)

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

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.

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

Associate 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.

Michelle Schembri

Workplace Benefits Consultant

DipFP, GradDipFP

Michelle has worked in the financial services industry since 1998, commencing her career in the finance sector before transitioning into financial planning. She has carved out a niche for Corporate Super, helping companies find the right superannuation plan for their employees. This involves working with employers, to design a robust and attractive employee benefits package that includes a tailored superannuation arrangement, coupled with a support structure that offers employees continued education on financial matters and access to financial advice.

Michelle’s passion and motivation is to educate and improve the financial literacy of our corporate clients’ employees, giving them the confidence to make informed financial decisions to greatly improve their lifestyle at retirement. As well as meeting individually with clients, Michelle also leads education seminars around Australia.

The energy and professionalism Michelle puts towards great client outcomes is balanced by a dedication to wellbeing and family; she loves spending time outdoors on the NSW South Coast at every opportunity.

Brent Hopping

Workplace Benefits Consultant

DipFP, Grad Dip App’d Fin, FASEA

Brent is a finance professional with over 20 years’ experience in Financial Services, working across boutique, corporate and industry fund segments. He has a proven record of building constructive relationships, both internally and externally, and developing, leading and curating high functioning teams and individuals.

Brent believes in building relationships through the mutually beneficial corporate partnerships and outstanding customer service, backed by excellent communication, organisational expertise, and thorough strategic thinking.

Brent is a history buff, an avid reader of non-fiction, and amateur photographer. Family is central to his life, however with independent children, he & his wife love getting out on the open road on their Indian Scout (motorcycle) to visit some of their favourite spots – Apple Tree Bay, Cottage Point, or further afield with a thermos of Chai.

Ashleigh Cohen

Workplace Benefits Administrator

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.

Nick Weiss

Client Service Manager

Nick has over 25 years’ financial services experience, and commenced working in the industry with Fay Richwhite on the Sydney Futures Exchange in 1987. During his career, Nick has held various senior operational and commercial roles at Lend Lease, MLC, Godfrey Pembroke, Medfin, NAB Asset Management and Perennial Value Management. He was also a foundation team member of Plum Financial Services and nabInvest.

Nick joined Priority in June 2022, and is currently completing his Professional Year in order to become a fully authorised financial planner as well as servicing Priority clients as a Customer Service Manager. Nick’s aspiration is to utilise his vast industry skills and experience to help people achieve their financial goals, with a focus on helping clients with retirement planning.

Nick lives on Sydney’s northern beaches and is married with 2 daughters – both of whom are studying at university. He likes going to the gym and the beach, playing golf, travelling and keeping active. He is also an avid Manly Sea Eagles and Sydney Swans fan.

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.

Mark Barbier

Client Service Manager

Mark brings to Priority several years of customer service experience, many of which were spent resolving technical issues faced by accounting software users. Add to that a number of years in real estate marketing, and Mark has developed a skillset that allows him to relate to people in various walks of life and industries, and support them with first-rate customer service and problem-solving.

When he’s not hard at work looking after our clients, you’ll find Mark catching up with friends over coffee, hiking or camping in the mountains, playing badminton, or serving his community as a volunteer.

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.

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.

Get to Know Our Team

Zvi Teichtahl

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

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

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

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

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

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

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

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

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

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

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

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

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.

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