Duncan McPherson - Chief Executive Officer
Duncan has over 20 years’ experience in Financial Services in roles ranging from Financial Planning to Practice Management to Leadership roles in two of Australia’s largest network of advisers, AMP and MLC. He has a Bachelor of Business in Finance and Accounting and is a Certified Financial Planner.
He joined Adviser Network as Chief Executive Officer in September 2015 and has responsibility for the development and growth of the business.
Prior to joining Adviser Network, Duncan was the Head of Productivity and Development at MLC. He was responsible for the development of practice management support materials, licensee value propositions as well as the governance and business economics.
David Collins - General Manager: Fintech
David Collins, is General Manager Financial Technology, Adviser Network. David brings to the business over 10 years’ experience in digital. David has been General Manager of WebAlive China which partnered with Shanghai Telecom, Managing Director of Inhouse Web, a Shanghai-based Digital Agency which he operated for 5 years catering to clients like KPMG Greater China, Domino’s Pizza and Subway
Most recently David was CEO of Toowards Pty Ltd, the development engine behind Adviser Network’s products. David has worked as a management consultant within EY’s Performance Improvement IT/Digital practice on large scale digital transformation programs deliver leading practice, digital solutions to large corporates in the fin-tech space.
His experience has included designing digital products and solutions including web application development, user interface design, user experience design, digital marketing and the professional services to support the design, implementation and ongoing management of these solutions.
Anthony Bonilla - Manager: Advice and Technology
With 6 years in the Financial planning industry, of which the last 4 years, Anthony has been heavily involved with the implementation and ongoing maintenance of advice technology within advice practices.
Anthony chairs the development committee for Super Blueprint addressing upcoming changes, future development of Super BluePrint and external business opportunities.
Prior to joining Adviser Network he worked at Pathway Licensee Services Pty Limited where he was involved in the customisation of XPLAN sites and managing adviser firms transitions into XPLAN. Anthony also worked at IRESS as an Account Executive where he was involved in managing relationships with Dealer Groups and Advisers and ensuring advisers were getting the most efficiency out of XPLAN.
Anthony is an authorised representative of Adviser Network and is RG146 compliant.
Lisa Craig - Client Operations Coordinator
Lisa has extensive years of experience within the Financial Services Industry and has a life passion to assist people with their financial journey.
Her journey began in the banking sector, moving into Corporate Finance for reporting to the Australian Taxation Office (ATO) for Self-Managed Super Funds (SMSF); Goods and Services Tax (GST) and Business Activity Statements (BAS). Lisa then gained hands on experience in Financial Planning, as a Financial Planner, Associate Adviser,
Paraplanner and Client Service Manager (CSM); held a Real Estate Buyer’s Agent Licence. Lisa was a Mortgage Broker; running her own business and held her own Australian Credit Licence (ACL).
Lisa is RG146 Compliant and holds both Diploma, Advanced and Self-Managed Super Fund in Financial Planning. Diploma and Certificate IV in Finance and Mortgage Broking Management. Post Graduate degree in Accounting and Finance. Lisa is also a registered Justice of the Peace (JP) in NSW. GradCertBus, Dip/CertIV Fin Mortgage, ADipFS, JP.
Gary Martin - Manager: Compliance
Gary has been a Compliance Manager within the financial planning industry for the last 15 years, working with the Bendigo Bank and Lonsec. Gary has an excellent understanding of financial planning from both a technical and compliance perspective and is experienced in complaints handling, RG 146 training and running a compliance program within large financial planning businesses.
Gary previously worked in the Licensing and Investigations Teams at ASIC. Gary’s has a Bachelor of Business and an Advanced Diploma in Financial Planning.
Gary considers himself to be customer focused and applies a strong ethical overlay in his decision making.
Visa Kathiresan - Business Analyst
Visa has 7 years of experience in interacting with business users and executives to identify information needs, gather requirements and authoring Business Requirement Documents (BSD), Functional Requirement Document (FRD), Data mapping Requirement Document, Use Case Diagrams, Activity Diagrams, Sequence Diagrams using UML modelling.
Visa brings expertise in analysis and implementation of enterprise resource planning(ERP) systems including different phases of gap analysis and business process mapping, producing process flow diagrams and specification documents, report writing, customization/configuration of product, preparing UAT test scripts and end user training.