SHARED EXPERIENCE
We come from all corners of the globe. As expats, we’ve faced many of the same challenges you face. We started Abacus to make something important available locally; a privately owned, wholly independent firm of financial planners, working in line with the highest global standards of client care.
investing in relationships
Our core team have been together for many years. Many of our clients have been with us for years too. The reason is simple. We’re small enough to treat you as an individual and strong enough to consistently deliver on our commitment to you.
wE’RE HERE TO HELP
Our clients typically want help with these things:
SAVINGS
ACCOUNTS
INVESTMENT PORTFOLIOS
PENSION
PLANS
ALTERNATIVE INVESTMENTS
RISK
MITIGATION
How we are regulated
The abacus team
Con Lillis - MBA
Chief Executive Officer
Kausik (Kay) Pindoria - BA (Hons), Dip PFS, Chartered MCSI
Chief Operating Officer & Financial Analyst
Rupert J Connor - BA (Hons) ACSI
Partner
Andrew Hedger - DipPFS, Chartered MCSI
Partner
Craig Holding - BCom (Fin Mktg) Adv Dip FP
Partner
David Maclaren - BA(Hons), ACSI
Partner
Oleg Morii - BA(Hons), MA
Chartered Wealth Manager
Adam Dalby BA(Econ), APFS
Chartered Financial Planner
Andrew Johnson - ACSI
Senior Financial Consultant
Czyrine Mabini-Retirado - AB Legal Management
HR & Admin Manager
Frederick Van Heerden - Adv Dip FP
Compliance Officer
Connie Quijada - BS Applied Mathematics
Administrator
Venz Mangilog - BSE English
Executive Assistant
Rashika Jesani
Accountant
Mary Joy Lou
Executive Assistant
Renz Sy
Executive Assistant
AWARDS
Here’s a sample of our most recent awards, many of which are repeat wins. Our biggest reward however, is that our clients stay with us over many years.
OUR CLIENT SERVICE PROPOSITION
How we do what we do
Want to get into the detail of what we do, how we do it and what we charge? You can download our client service proposition here.