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.
Christian has a Business degree from UTS majoring in finance. He worked in the finance industry in Australia and the UK before discovering his passion for technology.
Christian has spent his IT career working with advice technology as a lead BA and product owner. He has built & integrated advice software for more than a decade with the major financial planning software providers.
He drives the product design at a.i. working closely with the technical lead, creating a truly client-centric goals-based advice platform.
Ash is passionate about the financial planning industry and with the rapid growth of fintech, he wants to help advisers transition through the evolution of the adviser role.
With over 10 years of experience in the financial planning industry, Ash is an a.i product expert and is responsible for helping a.i. customers improve their advice process, creating greater efficiencies for practices.
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.
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 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 6 years. He is passionate about creating robust tools and processes for adviser to deliver high quality, compliant advice.
Kim’s passion for Financial Services started 20 years ago, working for an Investment Management Platform. Her background is in managing Operations, including; training, change management and customer care. She held successful roles at Class Super, Recreo and CCUBE.
With a focus on delivering an exceptional customer experience, Kim leads a.i’s Onboarding Team to successfully transition our clients across to a.i and embrace the platform.
Kim holds an Advanced Diploma in Financial Planning and Diploma in Accountancy and is currently studying the Cert IV TAE in Training and Assessment.
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.
Tali has a Bachelor of Communications degree from UTS, majoring in Public Communication (Public Relations), and Digital and Social Media. Over the past seven years, she has worked across a number of industries, including finance, technology, and architectural supply distribution.
Tali has a passion for adding the humanness back into marketing, by seeking to address customer wants and needs and how to fulfil them; before they are even aware of how life changing the solution may be!
We look to find the best talent from across the globe. If you have what it takes get in touch today.