Get to know us - Simply Advice Websites

Our expert team

We believe every adviser deserves an online presence that reflects their expertise. That's why we build strategic websites exclusively for Australian financial advisers.

Since 2019, Simply Advice Websites has been built by people who've actually worked in advice across licensees, advice firms, and consultancies.

We started it because we kept seeing talented advisers undersell themselves online, and we knew we could do something about it. We're a close-knit team with over 75 years combined experience in financial advice and web development.

Jacqueline

Director

Jacqueline transitioned from advice administration to marketing in 2017, with a passion for showcasing advisers’ expertise in a modern, engaging way. Joining Simply Advice Websites in 2020, she’s combined a keen eye for detail and design to help advisers shine online and streamline their operations.

In 2025’s Women in Finance Awards, Jacqueline was shortlisted as Marketing Professional of the Year. She holds a Bachelor’s in Business Management (Marketing) and a Master’s degree from the University of Queensland. Jacqueline enjoys playing netball, tennis, and board games.

Don't put off until tomorrow what you can do today
~ Benjamin Franklin

Patrick

Founder

Patrick has been in financial advice since 2005. Known for his fresh, innovative approach, he develops efficient processes and tech solutions to empower advisers.

Influential in the advice sector, Patrick earned a spot in the FS Power50. A proponent of Kaizen, Patrick now consults on leveraging process, technology, and simplicity to drive efficiency. 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

Clair

Lead Designer

With over 20 years of experience, Clair is the creative force behind every site we create. She works closely with you to ensure each website reflects your vision while delivering a modern, professional aesthetic that supports your financial advice practice.

Clair has an eye for detail that tortures our developers but brings brilliant results. Her experience managing major corporate domain portfolios and leading projects for a global registrar platform underpins a design approach that delivers excellent outcomes for advisers.

Alone we can do so little; together we can do so much
~ Helen Keller

Jeralyn (Jera)

Client Delivery Officer

Jera is central to our projects and operations. Her people-first approach helps her support advisers effectively and keep day-to-day operations running smoothly. She thrives in collaborative environments and is committed to delivering quality results through clear communication and teamwork.

When she’s away from her desk, Jera enjoys travelling, spending time with friends and family, and watching Formula 1.

The race is won by the driver who makes the fewest mistakes
~ Michael Schumacher

Peter

Lead Developer

Peter is a seasoned WordPress developer and digital problem-solver with roots in the tech and web industries since 1995. He leads major coding and development, turning complex technical challenges into practical, scalable outcomes for financial advisers. An entrepreneur at heart, Peter has founded multiple digital ventures, is actively involved in the WordPress community, and has developed widely used plugins that quietly solve real problems.

His work is guided by a practical understanding of how technology supports business goals, ensuring advisers receive solutions that are technically sound and commercially effective. Out of the office, Peter enjoys time with his family and making music.

First, solve the problem. Then, write the code
~ John Johnson

What we stand for

Design

We have the busy, stressed adviser in mind at every step of the way. We make it simple to present you, your brand, and your story.

Collaboration

Great websites are built through strong relationships. We work closely with you to bring your vision to life.

Reliability

We prioritise clear communication and timely delivery, ensuring everything is done right the first time.

Improvement

We stay ahead of digital trends, refining our processes to keep your website and business thriving.

Partnership

Beyond the launch of your new website, we offer a team dedicated to supporting your business as it grows.

Alex M.

Jacqueline and the wider SAW team were fantastic to deal with. No question of mine was too trivial or annoying, and the hustle displayed to get our new website launched in a tight timeframe before Christmas was amazing to see. The feedback and guidance provided was a major help in delivering a website our practice can be proud of for many years to come.

Salena S.

I couldn't recommend Jacqueline and Patrick at Advice websites more highly. They were really dedicated to helping us design a website that we love and are proud of. They went above and beyond to ensure each section was personalised with our preferences and lots of intentionality was placed on catering to the clients we are looking to work with. Thanks to you both for all of your efforts in bringing the vision to life!

Melissa H.

Simply Advice Websites nailed our new site and we’re thrilled with the result. Jacqueline and Pat truly understand financial advisers. From crafting messaging that speaks directly to our ideal clients to building in time-saving efficiencies that benefit our team and clients every day.

They took the time to understand our business, highlight our strengths, and deliver a modern, professional site our whole team is proud of. It’s future-ready, designed to grow with us, and backed by a team that knows how to get results. Simply Advice Websites is the go-to choice for advisers who want a site that works as hard as they do. I recommend them without hesitation.

James D.

The Team at Simply Advice Websites took a lot of time and care to build us a product that matched our needs and met the vision we had of what we wanted in a website for our business. They were always understanding, professional and worked in with our ever-changing work schedule to get the job done.
Outstanding service, Bravo!

Richard P.

We had a fantastic experience working with Jacqueline and the Simply Advice Websites team on our new site for Qurate Advisory. They truly understood our brand and brought it to life with a clean, professional, and easy-to-navigate design.

Jacqueline and her team were responsive, thoughtful, and incredibly easy to work with. The process was smooth from start to finish, and the handover was clear and well-supported.

Highly recommend to any business looking for a smart, values-driven web partner who delivers real quality.

— Richard Palmer
Co-Founder, Qurate Advisory

Michael L.

Jacquie and Patrick are fantastic. They manage a team of expert designers and make the process of getting you digitally represented easy. We've had complements on the website - clean, contemporary and totally customised!!

Business D.

Wow! I am absolutely thrilled with our website and the entire experience. Jacqueline listened carefully to everything I asked for and went the extra mile to make changes that made it truly amazing. I'm quite particular and have a clear vision of what I want, and both Claire and Jacqueline worked with me to make it happen. They provided such great professional advice along the way as well. I would 110% recommend working with them—a true dream team!

Steve N.

We recently had our website built by Jacquline and the team at Simply Advice Websites, and we couldn’t be happier with the result. She was fantastic to work with—always full of great ideas to help bring our vision to life. The design is not only engaging but has already led to an increase in both traffic and enquiries! Highly recommend her to anyone looking to create or revamp their website!

Ben W.

We had an awesome experience with Jacqueline and the team at Simply Advice Websites. We tried to make our website ourselves at first, but quickly realised we were in over our heads. The SAW team came to the rescue and delivered a site that we love and really improves our client's experience (both new and existing). Thanks, Jacqueline and team, for the fantastic job!

Justin A.

We recently had the pleasure of working with Pat & Jacqueline to revamp our financial planning business’s website, and we couldn’t be happier with the results! From the initial consultation to the final launch, their team was professional, responsive, and incredibly talented.

They took the time to understand our specific needs and goals, and their design perfectly reflects our brand’s identity. The new website is not only visually stunning but also user-friendly and optimised for performance. We’ve already received positive feedback from our clients, and we’ve noticed an increase in engagement and inquiries.

Special thanks to Jacqueline for her exceptional project management and creative insights.

Thank you for a job well done

Mish W.

We have been blown away with the quality of work and support from Simply Advice. Jacqueline is always professional, quick to reply and helpful! Don't know where we would be without Simply Advice!

John M.

Patrick, Jacqueline & the team at simply advice websites were simply fantastic to deal with. They really helped to bring our website to life & no question to task was to big or to small. They listened & executed perfectly. I highly recommend.

Thomas C.

We recently partnered with Simply Advice Websites to revamp our business website, and we couldn't be happier with the results. Their team transformed our outdated site into a modern, user-friendly platform that truly reflects our brand.

From the start, Simply Advice Websites took the time to understand our vision and goals. They provided insightful recommendations and creative solutions that were both innovative and practical. Their expertise in design and development ensured that our website not only looks fantastic but also performs seamlessly.

Communication throughout the project was excellent. The team was responsive, professional, and always willing to go the extra mile to make sure we were satisfied.

The final product exceeded our expectations. The new website is sleek, up-to-date, and aligns perfectly with current trends. We've already received positive feedback from our customers, and we've noticed an increase in engagement and conversions.

Thank you team :)

Infocus C.

The team at Simply Advice Websites have been fabulous to interact with... lending their expertise to transform my ideas into a highly-polished and professional online presence. From our first interaction, to our regular catch-ups for ongoing updates & enhancements, they give 100% commitment to ensuring a quality experience. A big 5 stars!!

Michael L.

I couldn't be happier with my website! As a new business owner, the Simply Advice team were super responsive and guided me every step of the way, building my website from scratch. They were very efficient and competitively priced. Make sure to check them out if you're looking to up your website game!

Morgan H.

Jacqui & Pat have been nothing short of amazing!

The thought of creating a website from the ground up seemed quite daunting and overwhelming, but the team made it a seamless process. They are very experienced in the advice space and brought things to my attention that I would have otherwise overlooked (such as, "Morgan, where is your general advice warning, or privacy statement"). The service was quick, efficient, professional and the end result is a website & brand that I am incredibly proud of!

Cannot thank "simply advice websites" enough :)

Ben C.

I highly recommend Simply Advice Websites to any financial adviser looking to enhance their online presence. Jacqueline and the team made the entire process of creating a new, improved website feel effortless. They were supportive throughout, providing quick and consistent responses. I have peace of mind knowing that Simply Advice Websites will continue to offer support even after my site has launched. Their expertise is undeniable, and I'm so glad I chose them for my new website. Simply Advice Websites truly delivered on their promise – I love my new website!

Alec B.

The team at Simply Advice Websites are fantastic. Clear and consistent communication throughout the website development made for a great experience. The quality of the final product is outstanding and various levels of support can be provided on an ongoing basis.

Nick L.

Had a great experience with Pat and Jacqueline. They continued to make changes until everything was perfect. Very happy with their approach and responsiveness. Would recommend.

Michael A.

Top effort guys - your Team did what you said you would, when you said you would. Jacqueline's diligence to ensure the process ran smooth made it all a pleasure to work with :-)

Nat L.

When we started the journey to build our website, we literally had no idea where to start. We wanted something that was modern, clean, and simple. We had spoken to a few other companies regarding our website however we felt we didn’t connect, or they didn’t know what we were after. From the initial meeting with Pat and Jacqueline and the team at Simply Advice Website we felt they “got us”. They were also proactive and knowledgeable on the legal requirements that we needed for our financial planning website. In addition, they introduced us to Lisa Greensill, who we engaged to write the content for our site which we are extremely grateful for as we didn’t know how to say what we wanted to say. The result of working with Simply Advice Website was a clean, modern, and simple website as per our initial requirements. We have many comments from our clients and colleagues alike about how modern and simple our website looks. We would like to thank the team at Simply Advice Website for the awesome website they built us as it is exactly what we envisioned. We highly recommend Simply Advice Website, so much so that we have engaged their services again for a new standalone website that we will launch as part of our overall service offering within the next couple of months. We will continue to work with them on an ongoing basis to update our site and keep it modern. Keep up the awesome work Simply Advice Websites.

Tony R.

Pleasure working with Patrick and Jacqueline to get our new website up and running. Highly recommended !

Jerome A.

Big thanks to Jacqueline and Patrick who helped bring my website up to date giving it a new look and feel. Very happy with the finished product.

JEM Wealth Pty L.

Patrick, Jacqueline and the team have been excellent to work with. They know their stuff and have put together a website that fits our brief and works very well for us. We couldn't be happier with the result.

Shaun H.

Great guidance and assistance from start to finish. Highly recommend!

Martinus H.

Patrick and Jac was very professional and took me through the whole process with guidance and professionalism. I am very impressed with the outcome. Thanks and well done you both!

Sam C.

Very happy with the end result of our website. Would definitely recommend Simply Advice Websites!

Kristopher M.

Great experience with Patrick and the team. Patrick gave me upfront advice on what I would need and really took the time to understand what our website requirements were before we started which has meant that we were able to get things done right the first time. Highly recommend.

Dennis S

Simply Advice Websites met all my expectations. I was looking for a web designer that specialises in financial advice websites, could deliver a great looking website, is good value for money, and provides the flexibility to update my website as needed. They delivered on all areas. They are also great at listening to feedback and made the adjustments I requested resulting in a final product I am very happy with. I would highly recommend them!

Ross M.

Thank you Patrick and Simple Advice Websites for all of your ongoing assistance. It is great having someone taking care of my website and let me focus on running my business

Deborah Frame M.

This is a systemised offering to enable you to obtain a high quality website for reasonable cost. Thanks guys!!

Lauren H.

Patrick and the team at Simply Advice Websites were a pleasure to deal with. They were super patient with all our questions and amendments and really attentive to the things we found important to include on our website. Since being up and running, the service has continued and they are only an email or phone call away to help out with any questions I have. Highly recommend them for anyone in the advice industry who wants a new website that looks great, works great, and helps get clients through the door.

John J.

The Team at Simply Advice Websites are just fantastic. They have made my working life so much easier by automating many aspects of my monthly management of our website, further whenever I need a hand with anything manual they respond/assist within a heartbeat. They have made our website look much more professional and I can vouch that my expenditure outlay has been recovered in spades from being involved with Patrick and the Team. Keep up the great works guys :-)

Kye H.

Our company has been working with Simple Advice Websites since 2019. Great design team and quick turn around on all projects and requests. Their web design team is very knowledgeable; any changes, updates or modifications we need on the website, is always taken care of by Patrick and the team. I would highly recommend Simple Advice Website to anyone who is looking for a professional web designer.

Sara M.

Pat and Jacqueline are an absolute pleasure to work with!

They provided tailored guidance through-out the set up stage of our website and have continue to monitor and update our website, as well as improve the functionality and maintenance of our Blogs expertly.

We highly recommend the services of these professionals.

K N.

Pat and his team were excellent to liaise with. Very responsive and a good quality, good value website has been the result for our small business.

Mark B.

Our experience with creating a new website together with Simply Advice Websites was first class. The process was professional, and easy - in terms of collecting data, discussing branding, reviewing content etc. I would definitely recommend to others. Also, a big benefit moving forward is that the site is constantly reviewed by the Simply Advice Websites team, so we have certain assurances we're not losing pace with technology advancements and compliance requirements. Thanks for the great service!