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Welcome
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Meet our experts and board

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Advisely-Team
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3 months ago

 

Meet the Experts
Jessica Lamb
Practice Dynamix

Advice process & technology		 Peter Worn
Finura Group

Advice process and technology
Alisdair Barr
Striver

Recruitment and business strategy		 Tamara Morey
TNT Group

Business strategy
Paul Tynan
FSB Connect

Mergers and acquisitions		 Kim Payne
9rok Consulting

Client engagement
Fraser Jack
The Cyber Collective

Cybersecurity and cyber risk		 Phil Anderson
Financial Advice Association Australia (FAAA)

Policy and regulatory compliance
Terry Bell
Business Health

Business strategy		 Selin Ertac
Tangelo Advice Consulting

Compliance and advice process

 

Meet the Board
Jenny Brown
CEO at JBS Financial Strategists

"I hope every adviser focuses on doing the right thing by the client – even when no one's looking."		 Mathew Tenison
Principal at Tik Financial Group

"You can't put a dollar figure on the impact you have on clients' lives."
Darren Smith
Business Coach at Slipstream Group

"Understanding the numbers is important but understanding the person is more important."

 Dela Dzadey
Director at TNT Group

"We want to continue to look at problems and processes and how we can make a better solution for everybody involved."
Anne Graham
CEO at Story Wealth Management

"One of the biggest challenges is focusing on your ideal client – growth through finding your niche."		 Deborah Kent
Principal at Integra Financial Services

"This business is about people skills, so be authentic. Be yourself."
Updated 3 months ago
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