About Us
Established in 2006, AdviserLogic has a suite of software products built to assist Financial Advisers, licensees, brokers, corporate ARs, software providers and AFSLs to prosper. Our approach to providing custom solutions for businesses and individuals drives us to constantly adapt our cutting-edge technology to make gaining new ground that little bit easier.
AdviserLogic encompasses innovation, integration and customisation.
Our clients come to us for integrated, customised software that makes it easier for them to reach their business goals. What sets us apart from other companies who offer financial software solutions is that we focus on intuitive usability and technological innovation. We’re committed to assisting you in getting the absolute most out of your product. We can build systems from the ground up to suit your exact needs.
Accolades
AdviserLogic was named number one for the 4th year for ‘overall satisfaction – software’ and the 6th year running for ‘ease of use – software’ categories by Investment Trends in 2019. It’s also the company’s 5th year at the top of the ‘value for money’ category and 4th year for ‘overall satisfaction’.
We take pride in the fact that our clients are continually satisfied with our services because our software handles complicated information in an easy-to-use format. We create a high-quality product at a fraction of the price of our competitors, that quite simply, works. Entrust your business with the award-winning leader in the Adviser CRM and Practice Management software sector and see true satisfaction in your company’s growth.
What our clients think
Testimonials
"Business is great and AdviserLogic has had a lot to do with that. I haven’t had any problems and it has been very easy for our new support person to pick up and run with!"
Sam Harrington | Llenpart Financial Synchron
"The continued ongoing development of the system is exceptional and we love the way that they listen and incorporate changes into the platform that are relevant to our practice as ‘everyday’ users of the system."
Claire Masiello | Wealth Merchants Australia
Meet the Team
How do we deliver such unique and customised solutions? Through our extensive team of leading professionals. Our staff of 92 includes developers, business analysts, database analysts, document template developers, server security specialists and designers, just to name a few! When you employ the assistance of AdviserLogic, you employ a comprehensive team of experts.
Daniel Gara
CEO / FOUNDER
Cath Perry
Executive Manager – Product and Operations Excellence
0423 369 008
Phaedra Hackles
National Sales Manager
0432 096 774
Gundeep Sidhu
Non-Executive Director / Founder
Jacob Rhodes
Business Analyst
02 8705 5411
Christine Le Ray
Client Success Manager
02 8705 5411
Deborah Graham
Client Success Manager
02 8705 5411
David Smith
Advisory Board
HOW WE CAN HELP YOU.
Capabilities Beyond Imagination.
Have a problem you need fixing? Our comprehensive team of professionals can create a custom solution, just for you.