One platform for all your research and planning tools
One platform for all your research and planning tools
One platform for all your research and planning tools
Our Team
Our Team
Our Team
Our team consists of highly qualified and motivated professionals, who are all experts in their field. With many years of experience in the industry, they have the expertise to provide exceptional services to financial advisers.
Our team consists of highly qualified and motivated professionals, who are all experts in their field. With many years of experience in the industry, they have the expertise to provide exceptional services to financial advisers.
Our team consists of highly qualified and motivated professionals, who are all experts in their field. With many years of experience in the industry, they have the expertise to provide exceptional services to financial advisers.
Lawrence Cook
Chief Executive Officer
Lawrence has extensive executive experience in wealth management and private client covering distribution, marketing, proposition development.
Lawrence Cook
Chief Executive Officer
Lawrence has extensive executive experience in wealth management and private client covering distribution, marketing, proposition development.
Martin Coyle
Director
Martin has over 25 years’ experience in Wealth Management specialising in Distribution, Strategy, Pension and Investment platform sales and marketing in both Australia and the UK.
Martin Coyle
Director
Martin has over 25 years’ experience in Wealth Management specialising in Distribution, Strategy, Pension and Investment platform sales and marketing in both Australia and the UK.
Gaurav Gupta, CFA
Director
Gaurav is an award-winning multi-asset investor. He has been managing money throughout his career holding roles such as Portfolio Manager, and Head of Multi Asset Investing.
Gaurav Gupta, CFA
Director
Gaurav is an award-winning multi-asset investor. He has been managing money throughout his career holding roles such as Portfolio Manager, and Head of Multi Asset Investing.
Dmytro Uryn
Lead Developer and Director
Dmytro specialises in building applications and websites. He has worked and delivered many large projects throughout his career.
Dmytro Uryn
Lead Developer and Director
Dmytro specialises in building applications and websites. He has worked and delivered many large projects throughout his career.
Lawrence Cook
Chief Executive Officer
Lawrence has extensive executive experience in wealth management and private client covering distribution, marketing, proposition development.
Martin Coyle
Director
Martin has over 25 years’ experience in Wealth Management specialising in Distribution, Strategy, Pension and Investment platform sales and marketing in both Australia and the UK.
Gaurav Gupta, CFA
Director
Gaurav is an award-winning multi-asset investor. He has been managing money throughout his career holding roles such as Portfolio Manager, and Head of Multi Asset Investing.
Dmytro Uryn
Lead Developer and Director
Dmytro specialises in building applications and websites. He has worked and delivered many large projects throughout his career.