Our People

Chris Lioutas - insight investment consultants

The Investment Management Machine of The Advice Exchange

One of the foundation pillars that underpin The Advice Exchange culture is our approach to financial advice. As a community we are passionate to continue to build our unbiased approach to financial advice which embedded in our our approach to investment management. After establishing our business model in 2009 we continue to review our Approved Product List that is based on Portfolio Managers being consistent with their conviction and performing over time.

Our investment committee comprises senior advisers who have a passion for portfolio management and have provided financial advice for over 20 years and other members of our committee are external investment consultants who have years of experience in the Fixed Income segment as well as the Australian Equities market.

In 2020 with the COVID 19 issues confronting our clients and advisers we decided that we wanted to provide our advisers/representatives greater agility / greater substance with our approach to investment management and portfolio construction.

This is the catalyst to engaging Chris Lioutas, who is the founder of Insight Investment Consultants.

Chris has been engaged to provide a wide range of investment consulting services to our financial planning firms in conjunction with our investment committee and director in a bespoke and customized fashion.

Chris/Insight services are wide and far, covering investment policies and governance, investment committee representation, product list management, portfolio management, investment analysis and selection, reporting, presentations, and communications.

Chris will complement our Investment Committee and our approach on being independent, unbiased, flexible, and direct/forthright. He will always have a view, a well researched and informed one, and take pride in open and honest conversations within the business and with our clients. We are platform and investment structure agnostic - what's best for our clients, and their clients, is best for us.  

Ayla Chambers - CommCentral

Ayla/CommCentral has 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 Ayla / Commcentral . This function and the quality of the service enables our representatives to have peace of mind…

During that time our account manager, Ayla Chambers, has been pivotal in maintaining the business relationship and indeed the day to day provision of services. Ayla prides herself on exceptional communication and attention to detail to ensure the needs of the Licensee are met.

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

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.

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.