1300 664 665

About

Who are the team behind Specialist PMC

Specialist PMC are experienced Xplan specialists providing consulting, site administration, coding and project management to dealer groups and financial advice firms Australia wide.
Provide automation assistance

Why are we called Specialist PMC

Simply, but undeniably, we are a specialist company of Practice Management Consultants. Our extensive experience in Xplan covers many years working with IRESS, Financial Advisers and Licensees to develop bespoke solutions. Specialist PMC is a business built on our core value of providing exemplary service. We listen to our customer’s requirements and use our knowledge of Xplan to ensure they are getting the most of the system. We also work hard to ensure that every project we undertake is a success from the start to completion.

Offers Bespoke Solution

We pride ourselves on offering not just a generic solution but a specific, tailored solution that suits your Financial Planning Practice.

We will work with your business, side by side, to ensure a smooth customisation roll out that acknowledges the importance of your advice process. 

About Specialist PMC

Meet our team

Julie Tasker

Julie Tasker

Founder

Angela Lack

Angela Lack

General Manager

Karen Byrne

Karen Byrne

Coding and Projects Manager

Shane McVeigh

Shane McVeigh

Senior Analyst – Technical Projects

Ryan Austen

Ryan Austen

Business Manager

Blake Tasker

Blake Tasker

Site Administration