MEET THE TEAM

About Us

Virtual Business Partners (VBP) is an Australian outsourcing company based in Cebu, Philippines; founded in 2013 by David Carney and David Deegan. DC and DD, as the staff would fondly call them, have worked in the financial planning industry—DC brings 20 years of experience and is a Certified Gazelles International Coach while DD started in the industry way back 2002 and has gone through the E-Myth Mastery Business Coaching program.

With their combined knowledge and expertise, they have successfully established a back office solution that aims to change how financial advice is delivered in Australia.

David Carney

General Manager

Tim Farr

Chief Operating Officer

Department Heads

Elissa Yntig

Office Manager

Cha Querouz

Head of People and Culture

Kay Jongko

Learning and Development Manager

Shi-an Llanto

Head of Client Services

Jabber Ludag

Head of Client Onboarding

Leo Infante

Senior Corporate Trainer

Client Service Managers

Jon Beja

Team Phoenix

Tessa Tundag

Team Phoenix

Shayne Laude

Team Phoenix

Christian Jaca

Team Phoenix

Chy De Los Reyes

Team Invest Blue

Riga Tablada

Team Invest Blue

Alex Arrieta

Team Invest Blue

Chrisal Kilat

Team Invest Blue

Lailani Santos

Team Annoucer

Mike Chan

Teample of Mike

Aldrin Gornez

The Aldringers

Renz Salares

Team Synergy

Nora Cayanong

Team Nora

Tina Reyes

Team Tina

Jesalyn Inso

Team THG

Alez Roque

Team Alez

Zee Camposano

Team Blueprint Wealth

Jeffrey Suñega

Team Jeffreylicious

Lito Macawile

Team Piglits

Joshua Jao

Team Baby Maker

Aimz Pagobo

Team Boom Cherryt’2

Cam Suezo

Team NFPG

Elmo Doguiles

Team Piranha

Richard Ermac

Team RI.chard

Jai Espoltero

Team Jai

Anne Reynes

Team StrategicFP

Gesamay Barit

Team AE-Mayzing

Valery Jakosalem

Sales and Onboarding Consultant

David Carney

Co-Founder & 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.

Andrew Rocks

Head of Partnership and Business Development

BIO

After a Character building career in Cotton Chipping at Boggabri, and a very good time at Uni at Newcastle, Andrew moved to Sydney and founded the Announcer Group of Companies (now Infocus). The Announcer Group was VBP’s first client way back 2013. Currently, Rocksy runs a couple more companies in the financial planning industry – XY Adviser and Wealth Central.

In 2020, joins VBP as Head of Partnerships and Business Development. His role is to lead the VBP Sales team and ensure that we establish the best partnership with our clients, helping them build the future of their business.

David Deegan

Co-Founder & Director of Innovation

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.

Nath Moyes

General Manager

BIO

Nath brings over 20 years of experience in developing and managing teams and businesses across the product lifecycle. Worked and owned multiple business units and is an accomplished people manager, developer and leader with extensive change management experience.

He joins VBP as our General Manager, responsible for overseeing daily business activities, improving overall business functions including finance and strategies as well as communicating business goals.

Tim Farr

Chief Operating Officer

BIO

A former pioneering client of VBP, Tim joins the company as Chief Operating Officer and is now responsible for overseeing the day-to-day administrative and operational functions of a business. He works with our Cluster Heads and Client Services Managers in making sure we implement the right processes and system needed in providing the best experience to our clients.

He also led the re-establishment of our Paraplanning team, growing from 20+ Paraplanners to now more than 150 in less than a year. He is an Associate Financial Planner (Financial Planning Association of Australia, MACID (Australian Institute of Company Directors and an Accredited Mortgage Broker. In addition, he was also with AMP for 11 years as Director and Senior Financial Adviser.

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.

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.

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

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!

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

Tessa Marie Juanillo

Client Service Manager, Team Aping

BIO

Tessa, an adorable team lead, is responsible for daily review of her team member’s productivity reports, capacity, workload, quality check, training and upskilling of her team. She also assists in the Learning and Development Management with training for new hires. She identifies ways to help clients improve their processes and task instructions. An exceptional individual and achiever as she was promoted as an SME on her 8th month with us.

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.

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.

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.

Mike Chan

Client Service Manager, Teample of Mike

BIO

Mike, as fondly called by his friends, has joined VBP in April 2018, as a Client Services Manager. He is currently managing 22 FPAs with 13 clients in his plate, ensuring everyone gets the same level of service he’s expected to provide. He was one of the awardees in the recent All-hands Meeting for the 2019 Most Influential Leaders of the Quarter.

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.

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.

Kristina Reyes

Client Service Manager, Team Tina-cious

BIO

Tina joined VBP in March 2017. She is one of the Client Services Managers and is currently managing 17 Financial Planning Assistants with 12 different clients. Tina is responsible for overseeing the performance of the FPAs and liaising with their clients about tasks being assigned, training needs, and etc. to ensure that a supportive team environment is provided.

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

Jeffrey Suñega

Client Service Manager, Team Jeffreylicious

BIO

Prior to joining VBP, Jeff has spent 6 years and worked a few roles in one of the BPO companies in the Philippines as:

Quality Assurance
Specialist Subject Matter
Expert Training and Staff Development
Team Leader

Jeff is responsible for managing daily performance and productivity of his FPAs and ensure that work is delivered on time, high quality, and accurate work with strong attention to detail. He liaise with client about tasks being assigned, training needs, and coordinate where required for further training. He oversees and ensure that the FPAs have documented processes and task instructions for the work they do on the business hub. He also supports client and FPA interaction by conducting weekly check-ins, NPS survey, Partnering for Performance Sessions, and provide quarterly performance appraisals to FPAs.

Lito Macawile

Client Service Manager, Team PigLits

BIO

Prior to joining VBP, Lito has worked a few roles in one of the BPO companies in the Philippines as:

Coordinator Intraday (5 years)
Technical Support Representative (5 years)
Credit Analyst (1 year)

Lito is responsible in supporting 16 FPAs and working with 7 Clients to assist where required. Specifically he help supports FPAs in the following ways:

Managing daily performance and productivity of the FPAs and ensure that work is delivered on time, high quality, and accurate work with strong attention to detail.
Liaise clients about tasks being assigned, training needs, and coordinate where required for further training.
Oversees and ensures that the FPAs have documented processes and task instructions for the work they do on clients’ business hub.
Be a sounding board for your FPA/s to ensure they feel supported (locally) and provide quarterly performance appraisals.

A little background of “Team PIGLits”:

PIG because Lito started handling the team in the Year of the Earth PIG (Chinese astrology) then Lits is from his name his colleagues fondly addressed him as ToLits.

Aimz Pagobo

Client Service Manager, Team Boom Cherryt’2

BIO

Aimz has always been a challenger of the norm to better the status quo.

Backed up with a total of 10 years experience, she has gained success in implementing innovations in operational systems and she has been applying these principles to her team of 12 Financial Planning Assistants under various practices. She helps breach the gap brought about by distance and diversity by checking in with the clients and discussing points for improvement with her team members through one-on-one sessions. She encourages her team members to express their ideas and maintain autonomy while adhering to company standards.

MEET THE TEAM

About Us

Executives

Co-founder & CEO

Head of Partnership and Business Development

Co-founder & Director of Innovation

General Manager

Chief Operating Officer

Department Heads

Office Manager

Head of People and Culture

Learning and Development Manager

Head of Client Services

Head of Client Onboarding

Senior Corporate Trainer

Client Service Managers

Team Phoenix

Team Phoenix

Team Phoenix

Team Phoenix

Team Invest Blue

Team Invest Blue

Team Invest Blue

Team Invest Blue

Team Annoucer

Teample of Mike

The Aldringers

Team Synergy

Team Nora

Team Tina

Team THG

Team Alez

Team Blueprint Wealth

Team Jeffreylicious

Team Piglits

Team Baby Maker

Team Boom Cherryt’2

Team NFPG

Team Piranha

Team RI.chard

Team Jai

Team StrategicFP

Team AE-Mayzing

Sales and Onboarding Consultant

David Carney

BIO

Andrew Rocks

BIO

David Deegan

BIO

Nath Moyes

BIO

Tim Farr

BIO

Elissa Yntig

BIO

Charmaine Querouz

BIO

Kay Jongko

BIO

Shi-an Llanto

BIO

Jabber Ludag

BIO

Leo Infante

BIO

Tessa Marie Juanillo

BIO

Chy de los Reyes

BIO

Riga Tablada

BIO

Lailani Santos

BIO

Mike Chan

BIO

Aldrin Gornez

BIO

Renz Salares

BIO