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.
Don Wiggins has had over 35 years’ experience in the financial services industry, a significant part of which has been in national management and company secretarial roles with Lend Lease/MLC and Perpetual Trustees. Don is now an independent compliance consultant to numerous financial planning organisations including membership of their compliance committees.
Don is an Associate of the GRC Institute (formerly the Australasian Compliance Institute) as well as being a Fellow of the Financial Services Institute of Australasia. He is also a Certified Practicing Accountant and Chartered Secretary and has a diploma in Financial Planning.
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).
Julie spent the first 11 years of her professional life working in the Canadian financial services industry. Starting in compliance and admin support Julie developed an enthusiasm for the client advice side of the service and graduated to become an Associate Investment Advisor to high net worth individuals at BMO Nesbitt Burns.
Marriage and family brought her to Australia and she has continued her passion for supporting advisors by becoming our Licensing Manager. She has a Diploma in Accounting and a Diploma of Financial Planning.
Tom’s first job after leaving high school was with a boutique financial services firm in Sydney. He was hooked. 11 years’ experience managing and supporting advisors in MLC means he 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 and he is your first port of call for any problems you have.