Our Team

Admin

Dave Carney

Head of Employee Experience

Client Service Managers

Christian Diez

Team Phoenix

Chy de los Reyes

Team 9Bug

Cindy Salado

Team Panda

Lailani Santos

Team Announcer

Jon Beja

Team Bej

Ralph Englis

Team Investblue

Riga Tablada

Team Investblue

Bryton Cabanes

Team InvestBlue

Renz Salares

Team Synergy

Nora Cayanong

Team Oakies

Mike Chan

Teample of Mike

Aldrin Gornez

The Aldringers

Alezandria Roque

Team Alex

Kristina Reyes

Team Tina

Jesalyn Inso

Team THG

Zee Camposano

Team Blueprint Wealth

Lito Macawile

Team Piglits

JOSHUA JAO

Team Baby Maker

Aimz Pagobo

Team Boom Cherryt’2

Jeffrey Suñega

Team Jeffreylicious

Dave Carney

CEO

BIO

David Carney (DC) brings 20 years of experience working in the financial services industry. He is a Certified Financial Planner and was the Managing Director of Aspect Partners—a financial planning firm he previously owned and successfully sold in 2008. He is a Gazelles Certified business coach and has worked with several planning firms to help them with strategic thinking and execution planning.
Frustrated with the bottlenecks in the planning industry caused by the level of admin, paperwork and compliance, he decided to find a solution for planning firms and hence, he has built an organisation that will do exactly that.

David Deegan

Director of Operations

BIO

David Deegan (DD) is a co-founder of Virtual Business Partners and has worked in the Financial Planning industry since 2002. David went through the E-Myth Mastery Coaching program between 2004-2006 and learned the importance of implementing systems in building and growing a successful business.

There are so many great tools and technology solutions available today, and David helps businesses learn how to use these tools to quickly and easily systemise their business.

Elissa Yntig

Office Manager

BIO

You may have had a few exchange of emails or have spoken to her at some point. Elissa is responsible in setting up meetings for both existing and potential clients, manages the CRM database and also does general PA work.
She also manages client payments and handles general bookkeeping.
On top of these, Elissa also does a bit of marketing as she collaborates with Dave on his marketing endeavors.

Shi-an Llanto

Head of Client Services

BIO

Shi-an, as fondly called by her colleagues, is responsible in monitoring FPAs in terms of compliance with company policies pertaining to I.T. security. She oversees tasks FPAs are doing, whether workload is too much or too little. When an FPA calls in sick, she fills in. She does performance evaluation and establishes staff KPIs. Overall, she is the contact person for any tasks FPAs are stuck with and escalations to directors. Any issues or concerns regarding your FPA, she’s all ears!

Gazzy Velez

Head of Client Experience

BIO

Gazzy has joined the company last June 30,2014 as a financial planning representative. She was then promoted as the Subject Matter Expert (SME) assisting the Learning & Development Manager for new hires.
It is clearly manifested that she has the spirit of a leader and later on became a Client Service Manager handling 15 (or more) FPAs in a team--doing coaching and quarterly performance evaluations. Because of her exemplary service to her team and their clients, she is now given a new role as Head of Client Experience where she is responsible for providing seamless and documented process in the client on boarding. She also takes responsibility in handling projects and leads 4-5 client service managers in handling their respective teams. She works closely with them in delivering good performance, addressing issues and provide help in getting full resolution.

Kay Jongko

Learning and Development Manager

BIO

Kay is responsible for the knowledge base. She conducts training for new staff members as well as the ongoing training for all staff. She regularly updates the Learning Management System and reviews case studies each FPA has to complete during the induction to ensure staff is equipped with the necessary knowledge and skills before they are handed over to you.

She is also the point of contact for FPAs with whatever task they are stuck with. If you have any suggestions on areas our FPAs need to improve on, she’ll be happy to hear from you.

See Training

Jabber Ludag

Client Service Manager, Team Jabbah

BIO

Jabber has been with VBP since August 2015 and also started off as a CSR. He now looks after 15 FPAs, continuously supports them to be the best in their jobs, thus making their clients happy. He also helps build bridges between FPAs and their clients, encouraging them to maintain open relationships.
He is one of the finalists for the Servant Leadership Award and his team won the very first Team of the Year Award last August 2017 during the VBP Talent and Awards Night.

Leo Infante

Senior Corporate Trainer

BIO

Leo started as a Financial Planning Assistant in 2014 and moved to assist the Learning & Development Manager with training of new hires because of training work background. He is also responsible for upskilling team members as needed and he endeavors to have a comprehensive understanding of work processes to develop and deliver training modules under specified timelines.
He manages training classes and interdepartmental communication and coordination, and assesses performance of trainees accordingly.

See training

Charmaine Querouz

Head of People and Culture

BIO

You'll definitely run into Charmaine as she heads the human resources team. Armed with a degree in Business Management majoring in Enterprise Development from Ryerson University in Toronto and fueled with a passion for entrepreneurial spirit, Charmaine executes the people strategy and long-term vision for growing our team while maintaining and strengthening our committed, collaborative, high performance culture.

Dedicated to the people function she provides counsel, develops roadmaps, and executes key people-related programs including onboarding, cultural initiatives, engagement and retention, performance management, career development, and human resources.

Jezrelle Rasonabe

Client Service Manager, Team BabyCorp

BIO

Jezrelle is a Client Services Manager for the BabyCorp team. She’s VBP’s baby girl, nick-named as she was the first ever fresh graduate hire in VBP and the youngest at the time. Now, we call her Boss Baby.

Jezrelle manages her team with 13 FPAs across 7 clients, numbers that are expected to grow in the next months. She’s in charge of making sure that her FPAs are performing as expected, the clients are timely notified and updated of matters relating to their FPAs, and that relationships are nurtured from both ends.

As she’s also one of VBP’s Culture Ambassadors, Jezrelle is also focus in ensuring that her FPAs are invested in cultivating the VBP culture that we are all so proud to have.

Christian Diez

Client Service Manager, Team Phoenix

BIO

Christian is the Client Services Manager of the Paraplanning team. He oversees the whole process from initial request up until the delivery of financial documents to clients. He also keeps track if Paraplanners are adhering to the compliance guidelines set out for them.
Christian is involved with onboarding clients acquiring our Paraplanning services. He is always willing to help in any way he can.

Chy de los Reyes

Client Service Manager, Team 9Bug

BIO

Chy started off as an FPA in 2015 and became the very first VBP Employee of the Year awardee in 2016. She now manages 15 heads under 9 clients, making sure that quality outputs are being delivered and at the same time, ensuring that their working relationships are harmonious.

Cindy Salado

Client Service Manager, Team Panda

BIO

Cindy currently leads Team Panda which has 16 FPAs assigned to various financial planning firms across Australia. She started as an FPA herself back in 2015 so she ensures a good relationship with her team through coaching and partnering for performance. Prior to joining VBP, Cindy had 6 years of experience as a Licensed Financial Advisor and as a Unit Manager simultaneously.

Lailani Santos

Announcer Client Service Manager, Team Announcer

BIO

Lailani is a dedicated CSM for the Announcer Group. She is the go to person for all things Announcer and has been successfully navigating across all divisions—Financial Planning, Mortgages, Marketing, Tax and Property. She oversees tasks that FPAs (financial planning assistants) are doing and is responsible for the overall performance of the team. She started as a Financial Planning Assistant in 2014 and became a hybrid Mortgage & Financial Planning assistant before she became a CSM. She believes that the success of an FPA rests in nurturing them by way of hands on training, real time coaching and believing on their potential.

Jon Beja

Client Service Manager, Team Bej

BIO

Jon (Bej) joined VBP in 2015 after having spent 10 years working in the BPO industry servicing accounts for technical support, credit card fraud and retail banking. He joined the company as a CSR then transitioned as the Coordinator of the Scalable Admin Services after a year where he is responsible for assessing newbies to ensure they are client-ready as well as ensuring that SAS client deliverables are met.

Ralph Englis

Client Service Manager, Team Investblue

BIO

Ralph is responsible in overseeing a group of enthusiastic individuals. Joined in 2014, he worked with his client's IT department. He has meticulous attention to detail and brings with him a very positive attitude to all his responsibilities.
He is a firm believer of living a balanced lifestyle. He can be found scaling mountains or taking long walks when away from the office.

Riga Tablada

Client Services Manager, Team Investblue

BIO

Riga looks after Invest Blue – Advice Team. She monitors overall performance and oversees task. She fills in if an FPA is not around. She makes sure that the team is aligned with processes across all 8 offices that Invest Blue caters. She believes that everything is possible with Invest Blue.

Renz Salares

Client Service Manager, Team Synergy

BIO

Renz is responsible in managing the team's performance by making sure that FPAs are compliant with their schedules and are performing to their clients' expectations. He does this through regular one-on-one sessions, coaching, and quarterly performance evaluation. He also supports client and FPA interaction by conducting weekly check-ins, NPS survey, and Partnering for Performance Sessions.

Noralynd Cayanong

Client Service Manager, Team Oakies

BIO

Nora is a dedicated team leader to one client & handling a total of 4 FPAs. Part of her role is doing implementation task for Cameron Vallve (Oak’s managing director) and Richard Owen (his replacement). She do checklist on every advice given and execution completed to be compliant with all the requirements needed during the audit. She also manage both of their clients’ admin task and at the same handling the team’s performance.
Nora do FPA onboarding but only to Oak Financial Planning. She is happy to provide assistance anytime to FPAs who need further clarification on their implementation/ compliance checklist tasks.

Aldrin Gornez

Client Service Manager, The Aldringers

BIO

Aldrin is the dedicated Team Leader to Team Aldringers. He is currently handling two clients – Finlease and QPF Finance Group, with 6 FPAs. Part of his role is to do Loan Documentations and Online Applications for both clients. He handles the team's performance by making sure that all deals were submitted on time and has no error. He does one-on-one sessions and makes sure that everything is monitored regularly. He is happy to provide assistance anytime to FPAs handling Mortgage Online Application and Loan Documentation.

Jesalyn Inso

Client Service Manager, Team The Hopkins Group

BIO

Jesalyn is the Client Service Manager of The Hopkins Group Cebu team.

She mainly handles the Financial Planning administration processes but also supervise in Accounting Admin, Mortgage Broking, and Property Management offshore matters. She is responsible in responding to client's feedback and concerns. She does performance review of the staff and conduct one-one-one sessions to discuss topics a staff is concerned about and identify what kind of support can be provided

Our Team

Our Team

Admin

Co-founder, CEO

Co-founder & Director of Operations

Office Manager

Head of Client Services

Head of Client Experience

Head of Advice

Learning and Development Manager

Head of Client Onboarding

Senior Corporate Trainer

Head of People and Culture

Head of Employee Experience

Client Service Managers

Team Phoenix

Team 9Bug

Team Panda

Team Announcer

Team Bej

Team Investblue

Team Investblue

Team InvestBlue

Team Synergy

Team Oakies

Teample of Mike

The Aldringers

Team Alex

Team Tina

Team THG

Team Blueprint Wealth

Team Piglits

Team Baby Maker

Team Boom Cherryt’2

Team Jeffreylicious

Dave Carney

BIO

David Deegan

BIO

Elissa Yntig

BIO

Shi-an Llanto

BIO

Gazzy Velez

BIO

Kay Jongko

BIO

Jabber Ludag

BIO

Leo Infante

BIO

Charmaine Querouz

BIO

Jezrelle Rasonabe

BIO

Christian Diez

BIO

Chy de los Reyes

BIO

Cindy Salado

BIO

Lailani Santos

BIO

Jon Beja

BIO

Ralph Englis

BIO

Riga Tablada

BIO

Renz Salares

BIO

Noralynd Cayanong

BIO

Aldrin Gornez

BIO

Jesalyn Inso

BIO