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

Duncan McPherson

Chief Executive Officer

As CEO of Link Advice, Duncan leads a business aiming to make advice assessable and affordable to all Australians. Through the provision of hybrid advice services including digital, telephone and face to face he believes we can improve financial inclusion.

As Certified Financial Planner with over 20 years’ experience in financial advice, Duncan wants to make advice less intimidating and complicated by focusing on solving problems from the perspective of the member and keeping it relevant and simple.

In the last few years Duncan has become heavily involved in the design and development of digital advice for corporate and industry superannuation funds as a way to improve the connection and outcome of members. He is now applying what he learned from digital advice and applying it face to face. Digital will play a key role in the development of the hybrid advice model connecting more Australians to advice.

Link Advice is a diversified financial advice business providing support to corporate and industry funds with general and intra fund advice over the phone, digital advice along with face to face and advice services.

Brendon Marnies

Brendon Marnies

Head of Advice Services

Lynne Tan

Lynne Tan

Manager, Scaled 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 Patel

Rob (Saurabh) Patel

Financial Planner

Peter Finch

Peter Finch

Financial Planner

Jonathan Harkness

Jonathan Harkness

Financial Planner

Steven Jurcec

Steven Jurcec

Financial Adviser

Richa Bardwaj

Richa Bardwaj

Financial Adviser

Lorraine Dunn

Lorraine Dunn

Financial Adviser

Linn Highman

Linn Highman

Financial Adviser

Monika Agrawal

Monika Agrawal

Financial Adviser

Bob Bosnar

Bob Bosnar

Financial Adviser

Rita Lamack

Rita Lamack

Financial Planner

Natalia Nevsky

Natalia Nevsky

Financial Planner

Mauro Gava

Mauro Gava

Financial Adviser

Jeffrey Boswell

Jeffrey Boswell

Financial Adviser

Anthony Tabrah

Anthony Tabrah

Financial Adviser

Susan Joyce

Susan Joyce

Financial Adviser

Erika Pilkington

Erika Pilkington

Financial Adviser

Bishal Shrestha

Bishal Shrestha

Financial Adviser

Adam Elsamad

Adam Elsamad

Financial Adviser