Our People

 

Investment Management

 

jonathan buoB

Financial Adviser - MFA

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jamie nicol

Chief Investment Officer & Director - DNR Capital

 

 

Investment Committee

 
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brad flick

Managing Director - Flick Confreres & Associates

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andy harris

Director - Waterhouse Wealth Management

Matt gibson

Founding Director - Discover Financial Partners

 

 

Corporate Governance & Compliance Committee

 
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andrew doquile

Managing Director - The Advice Exchange

Tim Ward

Director - Ward & Co Wealth

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cheyenne walker

Founder & Managing Director - AICS

 
 

 

Our Infrastructure Experts:

 
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CommCentral

CommCentral have been providing revenue management services to The Advice Exchange for over 10 years.

In 2008/2009 when we launched The Advice Exchange to the marketplace we were fortunate to engage and be engaged by CommCentral and over the years we have trusted this function which is pivotal to the operating model of the Advice Exchange role as an AFSL to Commcentral . This function and the quality of the service enables our representatives to have peace of mind.

CommCentral removes single point sensitivity within the business to ensure revenue collection, administration, reconciliation and payments are done on time every time. Whether it be adviser pay frequency, deductions, allowances, RCTI generation and distribution, our services are highly configurable to accommodate the ever changing industry of Financial Services.

We consider our business relationships more of a partnership so that the business can achieve its goals.

CommCentral look forward to a long relationship with The Advice Exchange, its staff and Advisers.


 
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Cheyenne Walker (Governance Consultant)

Audit, Standards, Ethics, Compliance Committee, Trouble shooting and Education

Cheyenne M Walker has worked with our representatives since 2017.

Cheyenne (Founder and Managing Director) started AICS in 2017 with the vision that compliance must be independent from the dealer groups in order to uphold market integrity for the Australian Financial Services Licensees (AFSLs) and the Australian Credit licensees (ACLs) to demonstrate to their clients, they are achieving high standards in corporate governance.

Cheyenne has held senior roles with ING Australia, Tandem Financial Advice, Suncorp, Madison Financial Group, AdviceNet and other smaller national dealer groups.  She has had over 30 years of experience in the industry specialising in corporate governance holding positions as director and company secretarial roles for both private and public companies. 

Australian Independent Compliance Solutions was created to deliver a suite of best-of-breed licensee and adviser/broker support services which can either be accessed as an end-to-end solution, or selectively as needs require.  Our approach is respectful and consultative because we partner with our clients to build a good compliance culture.  AICS does not act as an outsourced company but engages with our clients as internal resources.


 
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DNR Capital

DNR Capital is an Australian investment management company that delivers client-focused, quality investment solutions to institutions, advisers and individual investors.

Our Advisers at The Advice Exchange have exclusive access to DNR’s investment capabilities as well as their rigorous investment process and proven experience delivering strong investment performance. DNR’s commitment to investors goes beyond portfolios performance. They deliver quality client service through openness and transparency, regularly sharing insights behind investment decisions, market views and portfolio strategies.