Experienced Investment
Administration & Reporting Specialists
Our team brings together decades of experience in investment administration, investment reporting and taxation. We're committed to providing exceptional service and building long-term relationships with our clients.
Phil Jaquillard
Founder & Consultant
Phil is a trusted advisor to private clients, offering expert guidance in investment administration, portfolio management and tailored reporting solutions.
He is particularly valued for his work with philanthropic foundations, providing strategic advice to support long-term financial goals.
David Minns
Founder & Consultant
With over 30 years of experience, David provides exceptional business advice in taxation, superannuation and investment management for families and businesses.
He has established holistic services for complex family needs and is a leader in philanthropic foundations, helping clients achieve their goals across generations.
Mark Ma
Managing Director
Mark leads PortfolioGuardian with over 15 years of experience in investment
reporting. He works closely with high net worth families to deliver clear, timely insights and strategic guidance.
Mark drives innovation in our services
while maintaining a strong client-first approach.
Mark Lane
Director
Mark plays a key role in overseeing PortfolioGuardian's operations, ensuring our reporting
and administration processes are precise, timely and tailored to each client's needs.
With a strong focus on
quality and efficiency, he helps deliver a seamless experience across our service offering.
Bryn Coudraye
Director
Bryn is dedicated to building trusted client relationships and overseeing the delivery of high-quality investment reporting and taxation services.
With a strong background in accounting, taxation and an eye for detail, he ensures our clients receive clear, concise and compliant financial insights.
Megan Fong
Director
Megan brings a meticulous approach to investment administration, underpinned by deep technical knowledge and a passion for accuracy.
Her experience working with complex portfolios ensures our clients' reporting and compliance obligations are handled with care and precision.
Greggie Sanchez
Client Manager
Greggie supports our clients by managing compliance requirements and coordinating the delivery of regulatory and taxation services.
With a strong understanding of financial regulations and a commitment to service excellence, Greggie ensures our clients stay informed and compliant.
Abigail Valencia
PG Manager
Abigail supports our clients by overseeing portfolio administration and coordinating the delivery of investment reporting and compliance services.
With over 10 years at PortfolioGuardian, she brings extensive experience, attention to detail and a commitment to delivering timely and accurate results for our clients.