Launching in June 2019, Simply Advice Websites aims to help financial advisers achieve simple, effective websites that offer optimum experiences for financial advisers. Our team is led by our Founder, Patrick, and our Project Manager, Jacqueline in Brisbane. Our development team is operated by The DMA, which is based in New South Wales.
Patrick is the founder of Simply Advice Websites and brings with him impressive financial advisory experience. As Patrick specialises in developing simple process and technology solutions that empower advisers to do more, he saw a hole in the market for effective and simple websites tailored to financial advisers and their unique needs.
Patrick has a Bachelor of Business, Diploma of Financial Services, and several accreditations. Patrick brings a fresh, innovative approach to solving problems and delivering outcomes that are simple to engage. A dedicated advocate of the Kaizen management philosophy, he also consults to the advice profession on leveraging process, technology, and simplicity.
When he’s not working, Patrick can be found spending time with his wife and children or playing video games.
Simplicity is the ultimate sophistication
~ Leonardo Da Vinci
Jacqueline works part-time for Simply Advice Websites, primarily charged with ensuring our client’s vision is turned into reality quickly and easily. Her role involves liaising with our clients, website developers, and external support teams. She oversees all website builds, working with clients to plan their content, provide feedback during the build, and then operate and update their website once it is launched. Behind the scenes, Jacqueline is working diligently to ensure all websites have the most up-to-date integrations and inclusions to meet evolving client needs and legal requirements.
Good enough is not good enough
~ Jane Fonda
Meet The DMA
Our website development partners, The Digital Marketing Agency (The DMA), help bring our vision for a simple and easy-to-manage service for advisers to life.
Founded in 2008, The DMA is a Sydney-based team of leading WordPress developers, designers, and producers. Having worked in partnership with Patrick since 2013, they have experience working with a number of financial advice firms at both the licensee and practice level. They create professional, high-quality WordPress websites for clients in Australia, New Zealand, and throughout Asia.