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Meet the financial specialists from Specialist PMC

Specialist PMC Financial Team

Julie Tasker, Managing Director

In late 2011, Julie formed Specialist PMC with the aim of providing Xplan support to Financial Advisers and Dealer Groups who struggle with the complexities that can arise from the Xplan platform. With considerable experience in the financial planning industry and someone who knows XPLAN in the most intricate detail, Julie has developed an Australian-based team that are able to offer assistance with all aspects of XPLAN for example: Compliance, Customisation, Template and Thread Development, Coding, ROA and SOA Processes, Paraplanning, Automation, Systemisation, Data Entry and Staff Training.

Julie’s vision is to help Financial Planning businesses Australia-wide simplify their daily work flow so that clients use their XPLAN software program to its full potential so they can enjoy other things in life.

Julie is also a huge advocate for creating a work/life balance for her staff. Her own passion revolves around enjoying the simple things in life; her chickens, the natural environment, her family, her friends and the odd glass of wine (honestly).

Amanda McCall, Practice Management Consultant

Amanda joined Specialist PMC in 2013 as a Practice Management Consultant and has over 30 years’ experience in the financial planning arena. Starting her career in a large corporate organisation, she has worked extensively for Financial Planners and now runs her own Financial Planning practice which gives us invaluable insights into the minds of Financial Advisers.

Amanda has also recently completed her CFP studies. When she’s not slaving over a hot laptop, Amanda enjoys the good things in life such as Moet Chandon, David Jones and shoes, lots and lots of shoes (her nickname is Imelda Marcos).

Karen Byrne -Project Xplan Coder and Trainer

Karen previously worked for a boutique financial advisor as a Client Service Manager/Paraplanner. In this position Karen became the XPLAN champion of their business and specialised in Site Administration, Coding Templates, Portfolio Management (Corporate Actions and Datafeed Management) as well as developing workflow process templates. Karen joined the team at Specialist PMC in 2014 and assists both small businesses and large dealer groups with: Coding Templates and Wizard Development, new user training, improving XPLAN efficiencies for our clients and comprehensive Site Analysis.

Outside of work, Karen loves her cats and cream donuts in equal measure, has been known to talk to herself occasionally (apparently it helps) and enjoys the Sunshine Coast lifestyle immensely.

Ryan Austen, Practice Management Consultant

Ryan joined Specialist PMC in February 2015 and brings almost a decade of Financial Industry experience including 7 years as a Financial Adviser to the company. More recently he has turned his attention to the improving of business efficiencies within XPLAN for our clients and ensuring the best levels of service are maintained.

Ryan has completed his Diploma of Financial Planning and is also part owner of Ruby Advice, an insurance company specialising in TPD, Life, Business and Trauma policies.

Based in Tasmania, Ryan enjoys all that this beautiful part of the world has to offer including spending time with his wife and young daughter and working on his abs.

Shane McVeigh, Practice Management Consultant

Shane joined Specialist PMC in 2017 as an XPLAN Support Specialist and has 7 years’ experience in the financial planning industry. Shane started his career working in administration for a small boutique practice, before working for one of the big four banks as XPLAN, COIN and CommPay Support Officer solving issues for Financial Advisers in the bank plus five aligned Dealer Groups. He also trained Paraplanners in the use of SOA Templates and Wizards.

Shane has completed his Diploma of Financial Planning.

Up in Hervey Bay, Queensland, Shane loves nothing more than taking time away from the stresses of work by searching for and destroying zombies and taking out mortal enemies (in the virtual world) plus he loves fishing (in the real world).

Blake Tasker, XPLAN Support

Blake has been working with Specialist PMC as an administration assistant and is now providing vital Paraplanning support.

Studying Business (majoring in Accounting) at the Queensland University of Technology, Blake is an invaluable member of the team who has great ambitions to further his career and skillsets in the financial industry.

When Blake is not studying or doing his Paraplanning stuff, he loves his mates, his music, his cat Miley and just chilling out.

Christopher Buchanan, XPLAN Support

Recently joining the team at Specialist PMC, Chris is currently studying and wanting to pursue a career in the financial industry. He provides invaluable support to the team by completing tasks such as data entry, specific client reports and other work that takes the load off his other work colleagues.

Chris enjoys gaming, spending time with his friends and family up the Sunshine Coast and perfecting his skills as a budding photographer.

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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...

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