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.

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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.


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


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


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


Capabilities Beyond Imagination.

Have a problem you need fixing? Our comprehensive team of professionals can create a custom solution, just for you.

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