advice intelligence

About a.i.

Designed by financial planners.
For financial planners.

Our belief

The a.i. philosophy.

At a.i. our reason for being is to support advisers in delivering inspiring, empowering wealth management experiences. Why? Because we believe that financial wellbeing is one of the most powerful things that any Australian can experience.

With the guidance of a trusted adviser, people can better understand their financial position, make informed decisions, see new possibilities, and ultimately achieve their goals. And by providing advisers with the tools they need via one intelligent and simplified digital advice platform, we are proud to make the financial advice industry more accessible, efficient and sustainable.

Our core values.

  • Financial Health

    Our reason for being – to make quality financial advice, tools and education more accessible for all Australians.

  • Excellence

    Challenging the norm takes courage, but we believe that’s the only way to achieve new levels of excellence.

  • Relationships

    Our purpose is to equip advisers with the tools and knowledge they need to work more efficiently, and nurture stronger client relationships.

  • Innovation

    Through forward thinking and bravery, we harness the power of innovation to create meaningful change.

  • Collaboration

    We wouldn’t be where we are today without our people and partners. Together, we create, build and innovate to make a collective difference.

  • Education

    Knowledge is power, and we are mindful to help people learn in the way that suits them as an individual.

  • Sustainability

    By focusing on the digital world, we’re supporting an ecological financial services industry that’s more environmentally responsible.

  • Simplification

    Unnecessary complexity has no place in our world. We keep things beautifully simple, streamlined and efficient.

Financial Health

Our reason for being – to make quality financial advice, tools and education more accessible for all Australians.

Excellence

Challenging the norm takes courage, but we believe that’s the only way to achieve new levels of excellence.

Relationships

Our purpose is to equip advisers with the tools and knowledge they need to work more efficiently, and nurture stronger client relationships.

Innovation

Through forward thinking and bravery, we harness the power of innovation to create meaningful change.

Collaboration

We wouldn’t be where we are today without our people and partners. Together, we create, build and innovate to make a collective difference.

Education

Knowledge is power, and we are mindful to help people learn in the way that suits them as an individual.

Sustainability

By focusing on the digital world, we’re supporting an ecological financial services industry that’s more environmentally responsible.

Simplification

Unnecessary complexity has no place in our world. We keep things beautifully simple, streamlined and efficient.

The team

Expertise from the industry

The best talent in the business sourced from far and wide.

Leadership team

Jacqui Henderson

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.

Founder & CEO a.i.

Jacqui Henderson

Founder & CEO a.i.

Daniel Le'au

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.

Head of Technology

Daniel Le'au

Head of Technology

Jane Robinson

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.

Head of Delivery

Jane Robinson

Head of Delivery

Fraser Jack

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.

Head of Client Partnerships

Fraser Jack

Head of Client Partnerships

Craig Prenter

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.

Head of Product

Craig Prenter

Head of Product

Angela Garrad

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.

Head of Operations

Angela Garrad

Head of Operations

James Riley

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.

Head of Onboarding

James Riley

Head of Onboarding

Adam Jones

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, complaint advice.

Head of Compliance

Adam Jones

Head of Compliance

Evan Polos

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.

Head of Product Support

Evan Polos

Head of Product Support

Division teams

Customer Success

Customer Support

Onboarding Specialists

Software Engineers

UI/UX Product Design

Looking for a career with a.i.?

We look to find the best talent from across the globe. If you have what it takes get in touch today.