Ascentia Financial Group help our clients manage all aspects of their finances so they can better their financial position, build and protect their wealth, repay debts and enjoy their retirement.We leverage technology advancements to keep the cost of the advice journey low; and to ensure we can cater to the everyday Australian as well as professionals, businesses and institutions.My role is two-fold in that as Head of Advice I am charged with the task of building and executing a… Show more Ascentia Financial Group help our clients manage all aspects of their finances so they can better their financial position, build and protect their wealth, repay debts and enjoy their retirement.We leverage technology advancements to keep the cost of the advice journey low; and to ensure we can cater to the everyday Australian as well as professionals, businesses and institutions.My role is two-fold in that as Head of Advice I am charged with the task of building and executing a transformative strategic business plan to ensure we are able to deliver quality compliant ongoing holistic advice, whilst keeping the cost of advice low and still exceeding company profit targets. The other hat I wear is as a financial educator and adviser to my clients and team; empowering them with the knowledge they need to be able to make informed decisions to improve their financial position and excel in their careers. Show less

The Wealth Tactics solution is all about understanding the importance of the adviser and client relationship. We assist our clients in their value proposition by providing expert financial planning compliance, technical and technology assistance at reasonable prices.We utilise our specialist industry knowledge and experience to provide commercially viable and compliant solutions for advisers, AFSLs, industry bodies, regulators and other industry professionals. Our list of… Show more The Wealth Tactics solution is all about understanding the importance of the adviser and client relationship. We assist our clients in their value proposition by providing expert financial planning compliance, technical and technology assistance at reasonable prices.We utilise our specialist industry knowledge and experience to provide commercially viable and compliant solutions for advisers, AFSLs, industry bodies, regulators and other industry professionals. Our list of services is extremely flexible due to our extensive experience and the continual evolvement of our industry. Below are just some of the typical services in which we excel:• Compliance sounding board• Technical strategy sounding board• Advice pre-vetting• Adviser and AFSL compliance audits• Advice template creation• AFSL governance assistance• Policy & procedure development• Compliance project management• Adviser, AFSL and paraplanner due diligence• Advice & compliance software due diligence and testing• Adviser & paraplanner recruitment and trainingThere is no job too big or too small for us to consider so please feel free to reach out so we can help you. Show less

AdviceWrite employed in excess of 20 local compliance and paraplanning professionals and provided paraplanning, compliance and technical services to hundreds of advisers and several AFSLs nationwide.Over this duration I also frequently held positions on AFSL panels and committees which addressed matters such as business development, technical strategies, governance framework, compliance concerns and risk mitigation measures, liaising also with the regulator.

DMW Financial Planning put the clients needs first by providing holistic financial advice to help clients achieve their goals and objectives. Over the six years of operation I remained the principal financial adviser whilst also developing referral partner relationships, sales practices and procedures, recruiting appropriate advisers and support staff. Through our clear value proposition, genuine integrity, efficient back office support and compliance innovation, we were able to… Show more DMW Financial Planning put the clients needs first by providing holistic financial advice to help clients achieve their goals and objectives. Over the six years of operation I remained the principal financial adviser whilst also developing referral partner relationships, sales practices and procedures, recruiting appropriate advisers and support staff. Through our clear value proposition, genuine integrity, efficient back office support and compliance innovation, we were able to expedite our growth and attraction. Show less

QuickWrite was developed to fill what we feel was a void in the paraplanning market. With our industry constantly changing including new reforms and requirements; inevitably the cost for financial advice will increase. Many in the financial advice industry will need to restructure their systems in order to comply with the requirements and will incur transition costs as a result.Being experts in strategy, compliance and IT solutions, we saw this as an opportunity and developed a company… Show more QuickWrite was developed to fill what we feel was a void in the paraplanning market. With our industry constantly changing including new reforms and requirements; inevitably the cost for financial advice will increase. Many in the financial advice industry will need to restructure their systems in order to comply with the requirements and will incur transition costs as a result.Being experts in strategy, compliance and IT solutions, we saw this as an opportunity and developed a company that built a simple financial planning tool to quickly populate scaled advice documents. We marketed the final release and secured several licensing contracts until the company was sold in 2015. Show less