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Our Clients

Our Clients

These are only some of our current and previous clients. Contact us today and see how we can help your business too!

Synchron
Lighthouse Advisers
RSM
RSM
Umlaut
Hunter Green
Colonial First State
Colonial First State
WLM Financial Services
Horizon Wealth
P3 Financial Planning
Colonial First State
Adrians
Colonial First State
Ottavo Financial Group
Colonial First State
Colonial First State
Colonial First State
Bendigo Bank
Colonial First State
Lighthouse Advisers
Horsey Jameson Bird
Colonial First State
Sterling Advice
Personal Risk Professionals
Madison Financial Group
Lighthouse Advisers
Mammoth Financial
Collins Mann
Bussq
Summerhill

Case Studies

We love helping our clients get the most out of Xplan, read some of our example case studies to see how we have helped businesses just like yours.

Top 3 Dealer Group

Partnering with this dealer group since 2012, Specialist PMC have supported them through their fast growth to becoming a top 3 licensee in...

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New Custom Xplan site

Our client wanted to move from their Licensee multi-site and move to a brand-new custom Xplan site. Specialist PMC supported this business through...

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Testimonials

What our partners say

First Unity Wealth Management

We achieved exactly what we were after. It was great dealing with Specialist PMC. We now have a solid RoA template we can actually use.

Synchronised Business Services

The services provided by the team at Specialist PMC and Julie Tasker specifically have been invaluable to our Advisers and to Synchron Compliance. Time and time again they have shown their expertise and professionalism in their dealings with our Advisers, not only to help them with day to day tasks but to also rise above and anticipate industry requirements. All tasks are completed in a timely manner, with little prompting and to a high level of satisfaction with very little disadvantage to the Adviser.

Adrians Private Wealth

Angela and the team at Specialist PMC provided valuable support in helping our business transfer to our own Xplan site. Their support simplified the process and minimised the disruption to our business. They were always approachable and helpful with all queries.

Ottavo Financial Group

I am very thankful our group made the decision to engage Angela and her team at Specialist PMC. It ensured our business processes could become efficient and we could truly understand our CRM. We have decided to keep Specialist PMC as part of the business for the long term through education, data cleansing and understanding our client process engagement.

RSM Financial Services Australia

RSM Financial Services Australia has been working with Specialist PMC for just over 6 months. Although this is a short period it is amazing how much we have done in this time. Specialist PMC took the time to understand our customised Xplan platform by auditing our system and providing feedback on areas of improvement. From there Specialist PMC has assisted RSM in bringing our Xplan platform to the next level, from understanding Xplan licencing requirements which have helped RSM reduce costs to creating brand new review reports and business reporting functions. Specialist PMC has now become an integral business partner for RSM in our continual strive to improve the level of advice we provide our clients.

Collins Mann

Julie was referred to us by a colleague within our industry as we were having difficulty in finding someone that had the expertise to provide systems administration solutions as well as deliver on what they said they could do. From the initial interview Julie has demonstrated a strong understanding in her field of expertise, provided effective and efficient solutions to our administrations needs and, above all, delivered on what she said she would provide. Julie is a very proactive, personal and able to blend in well with our staff in educating them in their role in engaging with the system interactive processes and effective use of the administrations systems. I have no hesitation in recommending Julie and her company to those in need of administrative and events management solutions and assistance.

Summerhill Financial Services

As a Financial Adviser, I want my clients to be able to spend time doing what they enjoy. By using the services of Specialist PMC, both my administration team and I are able to spend more time with clients and less on administrative tasks. The Team at Specialist PMC are able to assist me in utilising Xplan to its full potential. The Specialist PMC team is reliable, responsive and will work within my budget. One thing I like is that they are flexible and will operate around my business needs - not theirs. I know how rare that quality is in business today. I find the experience of this engaging partnership more than satisfactory and their knowledge of XPLAN and financial advice needs is outstanding. I would recommend Specialist PMC to any business that uses the XPLAN system.

Horizon Wealth Management

We have been working with Karen and the team since 2015. Karen has understood our business requirements and has assisted our key internal trainer to communicate all new features, wizards and reports to the wider financial planning team. Karen is easy to work with, proactive and has added enormous value to our business to date. Our key xplan super user has enjoyed working with Karen and her colleagues at Specialist PMC and has gained extensive knowledge from them. I would recommend Specialist PMC to any financial planning business using XPLAN.