ProductRex is an Australian SAAS providing product recommendation solutions to financial advisers and their staff.ProductRex is free to use for all financial advisers, paraplanners and support staff.Our aim is to take the difficulty out of formulating product recommendations, and converting those recommendations into a format that can be used -WITHOUT EDITING- in your Statement of Advice.Our focus is on a beautiful, easy and modern system that anyone can use without… Show more ProductRex is an Australian SAAS providing product recommendation solutions to financial advisers and their staff.ProductRex is free to use for all financial advisers, paraplanners and support staff.Our aim is to take the difficulty out of formulating product recommendations, and converting those recommendations into a format that can be used -WITHOUT EDITING- in your Statement of Advice.Our focus is on a beautiful, easy and modern system that anyone can use without endless training seminars. We use modern QA practices to ensure our data is second to none and you feel confident in the information you are presenting to your clients.Do you want to know more? >> https://www.productrex.com.au/ Show less

I founded and operated Clique Paraplanning - an Australian document focused paraplanning group offering a range of services centred on Statement of Advice preparation for financial advisers. Clique Paraplanning was privately acquired in July 2019.

I managed the operations of AdviserLogic - software for Australian financial planners.