Our Team
Jessica Lamb
Director
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.
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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.
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"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."
Ashleigh Fox
Business Development, Integration, and Support Specialist
Ashleigh has extensive experience in Practice Management, Paraplanning, Compliance, and Risk advice. Ashleigh has been working with our advisers to provide solutions for their business via assistance to staff and ensuring data integrity.
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.
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Warren Bartram
XPLAN Development and Coding Specialist
Warren has joined Practice Dynamix after working for an AFSL in their Operations team. He has experience in XPLAN coding, Site Development, and Paraplanning.
Warren is passionate about providing working solutions for advisers in the Advice Process space. He loves to see the full range of XPLAN functionality being utilised to provide efficiencies and automation.
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Jason Hayes
Business Development, Integration, and Support Specialist
​Jason has worked in boutique financial planning and investment firms; and over the past decade gained extensive experience in Operations Management at the Practice and Licensee level. Jason has also driven change through enhancing the Xplan offering at the Practice level and has guided the nationwide rollout of Xplan for at the licensee level. From this, Jason gained substantial experience and exposure to Site Management and Transitions/Onboarding of practices into an AFSL and from external CRMs internally.
Jason enjoys working with our clients to develop and implement efficient and automated procedures for their Practice; which enhances overall efficiency for them as Advisers and their support staff.
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