Launching in 2019, Simply Advice Websites aims to help Australian financial advisers achieve simple, effective websites that offer optimum experiences for themselves and their clients.
Our team is led by our Founder, Patrick, and our Project Manager, Jacqueline, based in Brisbane.
Our development team is operated by The DMA, based in New South Wales.
Patrick is the founder of Simply Advice Websites and brings with him impressive financial advice experience. Patrick specialises in developing simple process and technology solutions that empower advisers to do more.
Starting his work in financial advice in 2005, Patrick has built a reputation for bringing 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 ensures 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.
Jacqueline has worked in various roles in financial advice administration and in-house marketing for financial services firms in Brisbane. In 2020, she completed her Bachelor of Business Management (Marketing) and in 2022 she completed a Master's degree. Both degrees were undertaken at the University of Queensland, where she was placed on the Dean’s Honour Roll for academic excellence.
Outside of the office, Jacqueline enjoys netball, spending time with friends and family, and playing board games.
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.