Pacific Alliances prides itself on management experience, stability, and continuity and our professional team always aims to deliver creative strategies and business partnerships to maintain and enhance our clients' wealth.
Tom believes in making investment choices as simple as possible for his clients. He begins by understanding their personal and financial goals, including a complete review of their current investment plan. He gives a long-term commitment to ongoing portfolio management and client services.
Sarah is dedicated to a high standard of client service and has been working in the financial services industry for over a decade. Her primary role is to oversee wealth management strategies and is the firm's client coordinator for all your account or investment management needs.
Yukio completed his Bachelor of Business Administration and is a Chartered Accountant and Certified Financial Planner (CFP). During his time as a tax consultant, Yukio specialised in US personal income tax and provided planning and preparation services to clients.
Debra obtained a Bachelor of Arts degree in 1985 and a Bachelor of Law degree in 1992. She has now been practised law for nearly 20 years. She is a specialist in corporate/commercial law, real estate, wills, trusts and estates law. For many years Debra taught Business Law.
Steve is a valuable member of our advisory team that helps create and preserve your wealth. Working closely with his clients, Steve employs a comprehensive process to assess your wealth management needs and then recommends creative strategies.