Meet our Team

Mariyana Jozic

Lead Relationship Manager

Mariyana is often the first person clients speak with at HFI. She takes time to understand each person’s situation, explains what we do and what information may be needed, and arranges the right next step with our advisers. Working alongside Amy, she helps new clients feel welcome and prepared before their first appointment.

With more than 16 years at major global corporates, Mariyana brings broad experience across customer service, marketing, human resources and IT. Her training in executive coaching helps her listen carefully and ask the right questions, even when a client’s situation feels overwhelming. She has also lived and worked with MS for 30 years, so she understands how it feels to manage health and financial decisions at the same time, and keeps those first conversations calm and clear.

Education

• GCCM, Australian Graduate School of Management
• Executive Coaching accreditations, Executive Coaching Institute of Australia
• MBTI Certified Practitioner

Mariyana on LinkedIn

Amy Dimapilis

Operations Manager

Amy helps lead operations at HFI, overseeing the team, recruitment and the systems that keep client work moving. Working closely with our Managing Director, William Johns, she helps manage HFI’s corporate relationships, including our licensee, Able Financial Services, our accountants, insurers and referral partners. She also helps with client communications and marketing, and coordinates closely with our sister firm, ClaimRight.

Amy works hand in hand with Mariyana to welcome new clients and explain our process and services. She knows our advice process from start to finish, steps in to help at any stage, and is a senior point of contact when a client matter needs attention. With a background in financial advice overseas and in project management, she brings a practical understanding of financial advice and client needs, and a project manager’s focus on getting things done.

Education

• BA (Speech Communication), magna cum laude
• Postgraduate coursework (Communication Research)
• RG146 Generic Knowledge

Amy on LinkedIn

Antonette Manuel

Client Services Manager

Antonette guides clients through the practical steps of the advice process, from onboarding through to implementation. She manages complex client requests, keeps documentation moving, and makes sure clients always know what happens next. Working closely with our advisers, including Paul Conte, she follows each matter through until the advice is fully in place.

Clients often mention Antonette’s patience, friendliness and clear communication at every step. With more than 23 years of management experience, including 14 years in aviation across crew management, flight operations, training and performance, she brings calm organisation, strong service skills and genuine care to every client relationship. Years of international travel have also given her a cross-cultural perspective that helps her connect with clients from all walks of life. She has also worked as a financial adviser abroad, giving her a practical understanding of the advice process.

Education

• BSc Commerce (Computer System Management), Asia Pacific College

Antonette on LinkedIn

Vena Bagaindoc

Paraplanner

Vena works behind the scenes with our advisers, preparing the financial advice documents that sit behind their recommendations. She manages the paperwork that comes with each piece of advice and checks that every document is clear, accurate and compliant before it reaches clients. Her work helps make sure everything is ready when clients need it, and that the advice process stays on track from start to finish.

Vena joined HFI in September 2026, bringing several years of experience as a paraplanner. Her time in financial planning has given her strong technical knowledge and a careful eye for detail, which she uses every day to support both advisers and clients. What she enjoys most about HFI is the people, and being part of a supportive team that works closely together.

Education

• BA (Psychology), Cebu Normal University
• AdvDip (Paraplanning), International Institute of Technology

Kristine Osea

Implementation Specialist

Kristine looks after our ongoing clients once their advice is in place. She implements the recommendations in their advice documents, coordinates annual review meetings and prepares the review paperwork, manages ongoing service fees, and handles requests such as withdrawals and account changes. She also prepares and processes forms, generates reports and liaises with product providers, so clients have a friendly point of contact for their day-to-day questions.

Kristine joined HFI in September 2025 after seven years with a local bank in the Philippines, where she built her experience in banking operations, client service and financial administration. She most enjoys getting to know clients over time, as every client has their own story and goals, and supporting them as their needs change.

Education

• BAcc, La Consolacion University

Summer puts agreed advice into action for our new clients. She coordinates each step of implementation, prepares and manages applications and documents, and liaises with superannuation funds, insurers and other providers. She tracks every matter closely and keeps clients updated, so nothing is left for them to chase.

Summer joined HFI in June 2026 with around four years of experience in Australian financial planning administration. At another financial planning firm, she supported advisers with advice implementation, superannuation and insurance applications, compliance documentation and client administration. She enjoys learning, growing in her role and working with the team to support clients through implementation.

Education

• BSc (Accounting Technology), Our Lady of Fatima University