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).
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 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.
One of the few to move from a top-heavy compliance background to starting his own advice business, Chandar is a compliance professional with over 20 years’ experience. He understands the challenges advisors face in their quest to provide quality advice, having seen it from both sides.
He has worked in both big conglomerates (AMP, CBA) and small boutique Licensees, his roles ranging from office admin and technology to compliance and remediation.
Chandar understands how to balance compliance needs with commercial realities, and believes a licensee’s role is to manage risks and not compliance. With a practical, easy to follow compliance approach, he believes that ‘form over substance’ is not a ticket to freedom, in fact is counterproductive.
Chandar has been married for 25 years, with 2 children. He is an avid golfer and a born cricket tragic.
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.