Jessica commenced her Financial Planning career with a boutique Financial Planning firm in Melbourne, working with clients and creating financial planning solutions. As part of this role, she worked closely on the development of Xplan within the business.
For seven years, Jessica worked as the Xplan Team Leader at a large institution managing the Xplan offer and supporting over 200 small financial planning business. From training to ongoing support and building solutions for long term efficiencies.
"Practice Dynamix was born out of my desire to offer this level of service to other small businesses who are either not aligned to a large dealer group, or who’s dealer group doesn’t offer this service."
Contact Jessica: firstname.lastname@example.org
Business Development, Integration and Support Specialist
Ashleigh joined Practice Dynamix in mid-2017 after a long period as Practice Manager within several boutique financial advice and accounting businesses, as well as having stints in Paraplanning and Risk advice along the way.
Ashleigh loves ensuring that overall client, operations & marketing processes lead best practice targets for the businesses we work with through the development and implementation of appropriate procedures & protocols, and most of all through efficient integration with their XPLAN sites.
Contact Ashleigh: email@example.com