Meet our Team
With over 16 years of working with clients using XPLAN, we have developed a team of highly experienced and talented individuals.
Our team is passionate about developing and implementing innovative technology solutions, which can help you create better business efficiencies, engage with clients more effectively and enhance your growth.
James Blanton
National Account Manager
James is our National Key Account Manager. His experience spans almost 20 years in the Finance Industry across roles in Advice and Distribution. He truly believes in the important role financial advisers should play in the lives of all Australians and is interested in any way advice tech can help to make this easier.
James is passionate about endurance sports and regularly competes in trail ultra-marathons, running up to 100 miles at a time. An ideal weekend would have some time spent in the Gold Coast hinterland, a gravel bike ride, some salt water on the skin, and plenty of good coffee.
Colleen Tree
Senior Product Owner
Colleen has 23 years of experience in Financial Services, 14 as an Adviser and 9 in Advice Technology.
She enjoys working with Advisers to create efficiencies in their businesses, enabling them to spend more time with clients, helping them to achieve their financial goals.
Outside of work Colleen enjoys spending time reading and spoiling her nieces and nephews!
Michelle Leversedge
Senior Advice Technology Consultant
Michelle has been working in the financial planning industry since 2010. She has mainly worked in boutique licensee’s, in various roles from XPLAN process management, training and XPLAN support to practices.
When Michelle is not at work she enjoys making the most of the beautiful Brisbane weather with friends and family and knitting soft toys for charity.
Markar Bolatian
Senior Advice Technology Consultant
Markar (Mark) has been in financial services since 2012. He has held various roles starting off in Retail and Corporate Superannuation Client Services before moving into XPLAN Support and Training.
Mark has a staffy named Lola. He loves camping and the outdoors, particularly star-gazing and when inside watching Anime with a bit of gaming on the side. Mark is generally never seen without his beanie to keep him warm.
Elizabeth Er
Advice Technology Consultant
Elizabeth has been working in the financial services industry since 2004. She has had roles in paraplanning, administration and as an associate adviser. These roles have been in small boutiques firms and large organisations.
In her free time, she enjoys going for walks, catching up with friends and volunteering.
Chris Walls
Advice Technology Consultant
Chris has been in the financial services industry since 2007 with most of this time spent as an adviser with both banks and boutique licensees. Chris also spent 2 years working in advice remediation before recently making the switch to the Fintech industry.
Chris plays and produces music in his spare time.