RUSSELL has over 30 years' experience in the financial industry in operational and management roles in a number of stand-alone high growth financial services companies. In roles have involved both management and committee and board experience and included involvement in both operational and strategic projects. He has held Responsible Manager roles in funds management, platforms, financial planning, property development and trustee companies. Russell's experience has encompassed analytical reporting, strategic reviews, system conversions, product development, compliance roles and programs, financial and statutory accounting, taxation, board roles, project management and investment product operations.

GLENN has more than 38 years financial services experience in senior roles with some of Australia's largest fund managers and sharebrokers. He has 30 years experience as a company director and 21 years as a responsible manager. He established three investment management companies from scratch. This entailed creating more than 300 company policy and procedures documents and supporting registers. These have been highly rated by some of world's biggest due diligence companies. Along the way he won or was runner-up in a number of industry awards.

FEES. Inline with our prediction that in the near future, Artificial Intelligence (AI) and regulatory change will drive high cost financial services providers out of business, we provide our services at low cost. See our flexible levels of engagement, designed to meet your needs at low cost to you. CLICK RIGHT to see our engagement process.

ENGAGEMENT We offer various tiers of consulting. For example, you can engage us for a specific project. For example, a service provider search and recommendation. Other examples include an application for an AFSL (including the provision of all documentation and liaising with ASIC). We can work with your lawyers if you require. Cost cutting review and recommendations. Work on Artificial Intelligence and cyber security. Identification of risks and their mitigation. Completing asset consultant and fund manager questionnaires. Market intelligence and advice about growing the business. We also undertake responsible manager roles and committee work. These will help make sure that you comply with the requirements of your contractual agreements with clients and service providers as well as ASIC and other regulators.

ACCESS TO A BROAD NETWORK OF PROFESSIONALS Depending on the assignment, we can apply additional people to the task at hand. For highly specialized tasks, we are able to bring in the right talent to complete the job. Not having these people on our payroll, means that our fixed costs are lower than our rivals and thus we can still profitably offer low cost services to you