Team

Our management team are industry experts with extensive experience in financial advice. This means that we understand the unique challenges and nuances of financial planning business and know how to help your business systemise and grow.

Team

Our management team are industry experts with extensive experience in financial advice. This means that we understand the unique challenges and nuances of financial planning business and know how to help your business systemise and grow.

Meet your team

Shayne Santillan

Senior Manager – Client Experience

As the Senior Manager of Client Experience, Shayne is responsible for the overseeing and effective management of our Client Experience Department. Shayne handles the day-to-day management of our Operations Managers and ensures we deliver an exceptional experience for all our clients.

Operations Managers

Our team of Operations Managers oversee the client experience, both in the initial stages of commencing with 5 ELK and in an ongoing capacity. They are essentially your Relationship Manager and are the first point of call for any queries or concerns. They stay in regular contact to support and guide you throughout your outsourcing journey.

Your Operations Manager is responsible for:

• Facilitating regular Pulse Check meetings with your business
• Facilitating onboarding of new team members
• They will work closely with your Performance Coach to ensure all issues or concerns are addressed.

Tonette Lim

Alfie Omega

Ernest Amodia

Ana Lumod

Performance Coaches

Our team of Performance Coaches manage the day to day needs of our Client Services Administrators. They are pivotal in creating a positive and nurturing environment that allows our team members to grow both personally and professionally. They work closely with our Operations team and collectively ensure that your team member is well supported in the workplace and are succeeding within their role.

Your Performance Coach is responsible for:

• Weekly 1 on 1 catch-ups with your team member
• Managing performance appraisals with your team member
• Organising regular social gatherings
• Handling annual leave requests & the point of contact when your team member is unwell.
• Raising any concerns that your team member might have to the Operations Manager.

Dan Milano

Carlo Cabilao

Christy Orbiso

Camille Martin

Dynamite Villacillo

Bal Rollan

Albert Amaro

Jaide De Mesa

Elman Opina

Bridgett Ibale

Tara Ligan

Lovely Alferez