About Us

Since 2001, Gary has been responsible for our compliance programs and managed the compliance teams of three financial planning practices, Bendigo Financial Planning, Adviser Network and Link Advice. As a compliance manager, Gary’s focus is on making sure the end customer is serviced professionally, ethically and promptly. Gary has built an excellent understanding of financial planning, from both a technical and compliance perspective. He is experienced in complaints handling, RG 146 training requirements and the overseeing of compliance programs within large financial planning businesses.

Gary previously worked in the Licensing and Investigations Teams at ASIC and the FPA. He has a Bachelor of Business and an Advanced Diploma in Financial Planning.

Gary has extensive experience and knowledge of AFS licensee obligations and his knowledge and understanding of these responsibilities has enhanced Link Advice’s compliance. He is a member of the Link Advice Executive, Risk & Compliance and Investment & Product Governance Committees.

Sharon has worked in Financial Services for 10 years. She uses her knowledge of the many areas of our business to ensure the best possible advice interaction. She works to demonstrate the value of our advice.

As a manager at Link Advice, Sharon’s focus is on Adviser Portal and using our extensive history of member interactions to gain insights into trends and patterns of advice behaviour.

Sharon is dedicated to the integration of advice data pertaining to member behaviours, both pre and post advice. She also works on the design of workflows, processes and the many systems the business uses. She uses her extensive knowledge to consistently streamline and improve how we manage member experience.

The Link Group Adviser Portal is a recent product that enhances the access for advisers to member data from a one-time contact centre interaction to a supported ongoing adviser relationship.

As the Head of Adviser Productivity for Link Advice, Anthony’s main aim is to improve the advice experience for both financial planners and their clients through innovation of existing processes and technology platforms.

As an authorised representative and TASA supervisor with over 10 years’ experience in the financial planning industry, Anthony has been heavily involved with the implementation and ongoing maintenance of advice technology within advice practices. He has been improving member engagement via digital advice with knowledge gained during his tenure with IRESS and Pathway Licensee Services.

Over the past few years, Anthony has looked at improving member engagement by simplifying advice documents and applying the knowledge he has gained when providing subject matter expertise to digital advice, back to face to face advice.