Julie Tasker and her team at Specialist PMC is our Companies Consultant for AdviserLogic.
Julie’s service to our company “Securepac Financial Group” could be best described by saying “it is good to work with a Professional who knows her work”.
Julie also consults to many of our Synchron Advisers in Queensland, from their reports to our office, they are more than happy with her services.
I am also aware that Synchron, our Dealer group utilises Julie as a consultant for Xplan and AdviserLogic Australia wide for all of its adviser support, from all reports Julie’s service to the Synchron group is of the highest standard.
Date of Posting: 23 January 2013
Posted By: Gerry Porter
Securepac Financial Group, 10 Dubarry Street, Sunnybank Hills, Qld 4109
Automating our systems within Xplan was always going to be an involved process and a bit scary.
Specialist PMC made the experience very palatable. They took the time to really get to know our business and our systems so that the outcome was exactly what we had hoped. Nothing was too much trouble for the SPMC staff and communication was always prompt and friendly.
Thank you Julie & Melissa for your patience and your insight. It was a pleasure dealing with you throughout a process that, without your support, may have been a very frustrating and costly experience.
Date of Posting: 15 December 2012
Posted By: Stephen Vick
Corporate Authorised Representative, L1, 160 Edward Street, Brisbane QLD 4000
I have engaged services of Specialist PMC to customise Xplan and develop work flow threads for my specialist risk management, estate planning and business succession practice.
Throughout our dealings with Julie, Lea, Melissa and the team, I have found them to be highly knowledgably and professionals in the delivery of the project, transparent in their service and fee structure and has always taken the time to understand our needs and provide whatever support required to achieve our objectives.
I would happily refer Specialist PMC to other practices wanting the improve their business in this area.
Date of Posting: 05 November 2012
Posted By: Mark Everingham
Personal Risk Professionals, Level 5, 97 Creek Street, Brisbane QLD 4000
As a start-up business, we had neither the time nor expertise to get up and running with X Plan.
Julie and Guy provided a one-stop shop for us. Besides entering all of our client information into X plan, they provided training and tailor made solutions to our business needs.
This allowed us to focus on our core business of Financial Planning without trying to find time and know how to do it ourselves.
Date of Posting: 08 December 2011
Posted By: Michael Hogue
Financial Planner and Director, Townsville, Qld.