Paul is the principal of PHD Management Consulting Pty Ltd. He primarily works with dealer groups AdviceIQ and PortfolioIQ, the operator of adviceLink – a Platform Badge. Most recently Paul was the General Manager Advice for Australian Unity Personal Financial Services and CEO of Premium Wealth Management Ltd, responsible for both financial advice networks. He has over 35 years of broad experience in the financial services industry including with Australian Ethical and Zurich Financial Services Australia. He is a Fellow of the Institute of Company Directors, and has a B.Bus; Adv, Dip. Financial Services (Financial Planning); Associate CIP of ANZIIF, and AIF ASFA.
Angus has over 25 years experience in funds management and working with financial advisers. His qualifications include a Bachelor of Business and Diploma of Financial Planning. He is a Chartered Accountant and Fellow of the Australian Institute of Company Directors. Former roles include State Manager for BT Financial Group (now part of Westpac) in both South Australia and Queensland, covering retail and institutional markets. Angus has a sound understanding of the investment and Funds Management Sector and has a proven track record in team leadership and relationship management.
Nicole has 19 years experience in the financial services industry and having worked as a Corporate Services Manager for a wealth management firm brings vast experience across many key operational and strategic areas. Nicole oversees AdviceIQ Partners' operational functions including assisting advisers with all back office administration, implementing compliance requirements, managing information technology and the transition of new firms to AdviceIQ Partners. Nicole holds a Bachelor of Business (Human Resource Management).
Anna has extensive experience in the financial services industry in various roles from Practice Manager of a boutique financial planning firm to working for over 12 years at BT Financial Group as Investor Centre Manager, Relationship Manager in the Private Client Division, Advice Coach for Westpac Investment Representatives and Business Development Manager. Anna's role at AdviceIQ Partners is to manage the financial and cashflow arrangements and maintain company accounts. Anna holds an Advanced Diploma in Financial Services (Financial Planning) and a Diploma in Accounting.