The best talent in the business sourced from far and wide.
Jacqui’s 10+ years’ experience in Private Wealth, coupled with previous experience in the telco and software industries, working with leading edge tech innovations, united her background in financial services & technology. Jacqui is passionate about the ‘digital practice’, Goals Based Advice, Human Behavioural Science and Artificial Intelligence, the foundation of the a.i. software.
Daniel is a passionate and forward thinking technologist with a proven history of helping organisations, from start-ups to mult-national corporates, with their IT challenges. A proven history, with a vast range of experience and knowledge across numerous industries and technology stacks, specialising in SaaS & Digital based architectures, solutions, and deliveries. He has previous experience as a Senior Solution & Platform architect at IAG and TAL.
Jane was Program Manager at AMP with 12 years experience in delivering large, digital enterprise platforms. These included AMP’s internet banking, eCommerce for AMP’s Superannuation Administration Platform and the Digital front end system for AMP Japan.
Fraser has built and managed his own highly successful financial planning practice over the past 13 years, and provided ongoing mentorship and coaching to new advisers through leadership roles with the Association of Financial Advisers (AFA). Fraser is a.i.'s evangelist, he uses his extensive experience in Goals Based Advice and compliance and helps other advisers to successfully grow their practices and build their customer engagement via the a.i. software platform.
Craig has over 20 years’ experience in financial services holding various Senior Management and Consulting roles covering all aspects of Wealth Management. He’s had extensive experience within Advice representing multiple institutional licensees as product owner of their technology platform.
Angela is a financial services professional with over 20 years experience managing operations teams, as well as consulting on large scale business transformation programs. Specialising in business process re-engineering Angela is a Segla International Certified Lean Six Sigma Black Belt and has been responsible for establishing the advice intelligence operations and support systems.
James has worked in the Financial Planning industry for over 25 years, having worked for large and small dealer groups in support, project management and management roles. James has experience in financial planning software development, roll-out, upgrade and migration projects, and has a strong working knowledge of Xplan, COIN and Class. James has a bachelor of Commerce Degree, a Diploma in Superannuation Management and a Diploma in Financial Planning.
Adam is responsible for the design and delivery of advice documentation. With 14 years of industry experience, Adam serves as a key subject matter expert in financial planning processes and compliance. He holds an Advanced Diploma of Financial Services (Financial Planning), Certificate IV in Mortgage Broking and is a Six Sigma lean practitioner. Adam has worked across a variety of financial planning businesses, mid-sized dealer groups through to a large institutions. He has worked with all the major financial planning software platforms and has been primarily focused on the industry’s shift towards goals-based advice for the past 3 years. He is passionate about creating robust tools and processes for adviser to deliver high quality, compliant advice.
Evan has worked with major financial planning software platforms and is passionate on the industry’s shift towards goals-based advice. He is heavily focused on further developing a.i’s support team’s practical experience, knowledge and support to exceed client’s expectations of a quality customer service. Evan holds a Bachelor of Business degree with an extended major in Finance and a Diploma of Financial Planning.
We look to find the best talent from across the globe. If you have what it takes get in touch today.