#sean.davis
Role: Co Founder & National Sales Manager
Sean spent 18 years as a financial adviser and sold his business in 2016 and now leads all sales activities and manages key strategic relationships.
#perry.bell
Role: Co Founder & Investor
Perry spent 20 years as a financial adviser and sold his business in 2023 and now plays an active role in strategic decision-making.
#dennis.nacino
Role: Head of Training & Support
Dennis is responsible for client training and onboarding, and manages initial support requests through to resolution.
#sam.stemp
Role: Lead Developer
Sam is a full-stack developer responsible for all aspects of Adviser CRM development, with a primary focus on complex and advanced enhancements.
#developer.x
Role: Software Developer
Developer X eats code for breakfast and is responsible for the development of Adviser CRM, including coding, user interface enhancements, and special projects. He also manages all data migrations from external systems into Adviser CRM.
#mr.pops
Role: Head of Complaints
Mr Pops (a.k.a. Poppy Guy) is responsible for handling all complaints, maintaining office morale, and serving as the team’s official stress-relief specialist. Despite his relaxed management style, he takes his role in promoting general happiness very seriously. 🐾