Our Executive Team
Led by its highly regarded CEO Duncan McPherson, the Link Advice Executive team has an impressive depth of industry experience. A track record of consistently delivering results and building strong partnerships with our clients is the cornerstone of our success.
Duncan McPherson
CEO
Duncan is the General Manager of Link Advice at Link Group. His passion is working with clients to enable advice to be more inclusive through making it more accessible and affordable to all Australians.
With over 25 years of extensive experience in Financial Services, Duncan’s specialities span all forms of Financial Planning ranging from intra-fund to comprehensive advice, across multiple channels including digital, telephone and face to face.
A General Manager with a focus on digital advice development, practice management, product development and strategy, Duncan is a vocal advocate in making advice, in all of its forms, more accessible to more Australians as they strive to make sense of the complex financial world to improve their lives and that of their families.
Lynne Tan
National Telephone Advice Manager
Lynne has worked in the Financial Services Industry for over 16 years ranging from a number of retail and industry based organisations and roles including Paraplanning, Analyst, Financial Planning and Advice Team Leader roles.
Lynne joined Link Advice in 2016 taking on the Scaled Advice Manager role for NSW, soon after this role expanded to looking after the WA Advice team. More recently she has stepped up into a national Advice role and manages three state based telephone Advice teams (NSW, VIC & WA) and the Leads Management Team. Her responsibilities include advice productivity, internal/external stakeholder management, service delivery and management of the advice framework.
Lynne has a Bachelor of Commerce/Science and the Advanced Diploma of Financial Services and is registered on the TPB.
Brendon Marnies
Client Portfolio Manager
Brendon has over 15 years of experience in Financial Services with roles ranging from Compliance, Para-planning, Financial Planning and Client Management. He has a Bachelor of Commerce (Economics) and a Graduate Diploma of Applied Finance (Financial Planning).
Brendon originally joined Link Group in June 2010 and transferred to Link Advice in April 2012. Since then he has had responsibility for managing a range of functions within Link Advice including; Operations, Scaled Advice and Financial Planning. More recently he has been tasked with the role of Client Portfolio Manager where he works with our super fund clients to assist them in designing through to delivering education and advice services to meet the needs of their members.
Gary Martin
Manager Compliance
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 Marshall
Adviser Portal and Data Insights
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.
Anthony Bonilla
Advice Productivity and Technology
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.
Adviser Team
At Link Advice we want to ensure more Australians are empowered whilst receiving personalised financial advice. Our qualified Advisers are here to help educate and secure the financial futures of all we serve.
Rob (Saurabh) Patel
Financial Planner
Peter Finch
Financial Planner
Jonathan Harkness
Financial Planner
Steven Jurcec
Financial Adviser
Richa Bardwaj
Financial Adviser
Lorraine Dunn
Financial Adviser
Linn Highman
Financial Adviser
Monika Agrawal
Financial Adviser
Bob Bosnar
Financial Adviser
Rita Lamack
Financial Planner
Natalia Nevsky
Financial Planner
Mauro Gava
Financial Adviser
Jeffrey Boswell
Financial Adviser
Anthony Tabrah
Financial Adviser
Susan Joyce
Financial Adviser
Erika Pilkington
Financial Adviser
Bishal Shrestha
Financial Adviser
Adam Elsamad
Financial Adviser