Member Portal


Why we exist

At our core My Dealer Services believes in the value Financial Advisors offer their clients. We have all worked with and around advisors and seen first-hand the good they do.

We also believe the best service delivery model is where the advisor and licensee are completely aligned – so that there are no conflicted commercial agendas.

Our role is to support you as a licensee implement the best solutions for your client.  We work with you to take away the fear and confusion around compliance. We build it into your business so that it becomes a simple easy process. Part of your standard operating processes.

We then want to provide you with the same environment as you would get in a dealer group, but without the constraints. We want to become your Home of Advice.

We do this by helping you get licensed, provide ongoing support services and meet and learn with fellow advisors in our exclusive member portal.


Our People

Alex Euvrard3

Alexander Euvrard


As a senior investment consultant in both London & Dubai Alex knows first-hand the importance of helping clients with their investments. 10 years’ experience of navigating the licensee and advice environment including ASIC regulations means that he is one of the most experienced licensee professionals in the country.

Alexander has been Business Manager of My Dealer Services since 2009. He has a Bachelor of Business (UTS).

Tom Euvrard

Tom Euvrard

Operations Manager

Tom’s first job after leaving high school was with a boutique financial services firm in Sydney. Following this he moved on to work for the National Australia Bank and MLC, after 11 years’ experience managing and supporting advisors in MLC and elsewhere Tom knows first-hand the challenges advisors face. And the firm compliance guidelines in which they must operate.

Tom’s role is to help our licensees with the myriad challenges facing their business.

Tom has a Bachelor of Commerce (Deakin), Advanced Diploma in Financial Services (Kaplan) as well as Margin Lending & Geared Investments (Kaplan). Tom is also a registered Tax (Financial) Adviser, and a member of the Association of Financial Advisers.

Natalia Mironchuk

Natalia Lopez

Licensing Manager

Natalia has over 13 years operational experience throughout Europe and Australia across a number of industries including Government, Industrial and Finance, with extensive experience in Customer Relations and Administration. Natalia is client-centric and results-driven with a strong commitment to customer service excellence. She uses these operational strengths to add value to businesses, partners, and clients, building trusted relationships.

Natalia holds a Master of Business Administration degree with Kaplan Business School.

Tim Reid My Dealer Services

Tim Reid


Tim Reid (B.Bus Fin Plan) has been working with financial planning companies, from single advisor practices to licensees, to streamline the client experience and improve workflows for practice staff. Within the advice software space, his ultimate goals are to help advisors reduce unnecessary admin time, focus more on clients, and create more profit/revenue.

 Tim has worked in financial services since 2015 in various roles including sales, client services and paraplanning. He is degree qualified (non-practicing) and brings a unique perspective – particularly to the workflows of a FP practice by understanding the needs of the various employee roles and compliance requirements.

When not working, you can find Tim playing tennis or golf, or spending time with his two boys. 

Become Self-Licensed

Start giving advice and running your business the way you want. 

Give us a call now on (02) 8004 7886, or start the conversation here...

Let's talk