Meet our team
The best talent in the business sourced from far and wide.
Jacqui’s 10+ years’ experience in Private Wealth, coupled with previous experience in telco and technology industries, united her background in Fintech. Jacqui is passionate about Goals Based Advice, Customer eXperience, Human Behavioural Science and Artificial Intelligence, the foundation of the innovative a.i. software.
Jane was Technology 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.
Alex is a passionate software engineer and solutions architect with over 20 years' experience building software platforms of high complexity, scalability, and performance, for a range of industries, from telecom to education to travel.
The tech built by Alex spans several continents, including the US, Europe and across Asia Pacific. Since 2015, Alex has been working in the Financial Advice industry, making a better and more contemporary customer experience via the use of technology and innovation.
Angela is a financial services professional with over 20 years experience managing operations teams, as well as consulting on large scale business transformation programs.
She specialises in business process re-engineering with a Segla International Certified Lean Six Sigma Black Belt. She is responsible for establishing a.i.'s BAU operations and support systems.
Adam has over 14 years eperience within financial services. He is responsible for the design and delivery of compliance and advice documentation, including key subject matter toward the improvement of the financial planning process.
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 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 4 years. He is passionate about creating robust tools and processes for adviser to deliver high quality, compliant advice.
Fraser built and managed his own successful financial planning practice 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 to help other advisers to successfully grow their practices. Building customer engagement via the a.i. software platform.
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.
Cliff has over 12 years professional experience in the IT industry, servicing clients within the banking and financial sector. Including being a financial adviser himself.
He is focused on delivering customer centric tech solutions by understanding a.i.'s clients’ needs. His role is to ensure the a.i. platform is designed around our customer’s objectives and to deliver this successfully.
He works as part of a.i’s product development and customer solutions team, building a Goal Based Advice platform to deliver a new way of providing quality financial advice to Australians.
Evan has worked with major financial planning software platforms and is passionate on the industry’s shift towards Goals Based Advice.
He manages a.i’s support team’s practical experience, knowledge centre and tech support capability. He is focused on exceeding customer expectations with a quality customer support experience.
Evan holds a Bachelor of Business degree with an extended major in Finance and a Diploma of Financial Planning.
Yvan is a qualified and experienced integrated graphic designer with over 15 years experience working in marketing departments. Some of his previous work includes: Lead Graphic Designer at Rebel Sport and the Australian Institute of Company Directors, as well as other design/marketing positions held within the retail and education industries.
He has a passion for design, branding, marketing and animation. He is firstly a people person, a process maker and above all, a solution finder. Yvan holds a Diploma of Arts (Graphic Design) and a Diploma of Business Management.
Evgeny has over 20 years of experience in a variety of industries: finance, email marketing, internet video, digital advertisement, e-commerce, healthcare, cybersecurity, insurance, gas and oil.
He is responsible for the high-level design, performance, security and scalability of the a.i. platform. Education: Australian Doctoral Degree; Professional Diploma in Management; Major in Computer Science, Linguistics and Intercultural Communication.
Dave has been building UI since 1998 when dial-up internet still seemed like the new hotness. He heads up the frontend development at a.i., armed with coffee, a very lean stack and a team of super smart developers.
Dave is an active member of the development community, writing thought-leading blog posts and speaking about all things "frontend" at events from local meet-ups to international conferences.
Ash is passionate about the financial planning industry and with the rapid growth of Fintech. He is passionate toward helping advisers transition through the evolution of new technology.
With over 10 years of experience in the financial planning industry, Ash is an a.i product champion and is responsible for helping a.i. customers improve their advice process to create greater efficiencies.
He strongly believes that a smoother advice process will result in improved financial literacy and improved financial outcomes for Australians.
Ash holds a Bachelor of Commerce degree majoring in Finance & Economics and a Diploma of Financial Planning.
Glenn initially spent time pursuing a career as a scientist in Environmental Biology for the Australian Museum before realising he enjoyed working more with people, and not starving.
He has 15+ years' experience in financial services across wealth management, superannuation, funds management, insurance, government and technology. He has real-world experience across a number of wealth management platforms and software transitions including Xplan, Coin and Decimal.
Glenn offers extensive experience in project planning, implementations, transitions, sales and training. His versatility demonstrates his dedication to delivery and application to achieve any objective put in front of him.
We look to find the best talent from across the globe. If you have what it takes get in touch today.