The Team

Our advisers offer a wide range of financial service specialisations to address the financial
needs of our clients, including superannuation strategies, investment management, and
strategic advice. We take a holistic approach to financial wellness, working with clients and their
other financial specialists—accountants, lawyers, debt advisors—such that Link is the center
point of their financial wellness. It’s this commitment to the financial education and wellbeing of
clients that inspires the trust and confidence that sets Link apart.

The Administration team ensures all processes run smoothly. We focus on having the right
processes in place to deliver exceptional service, so we routinely examine how we work, with a
focus on utilising technology and infrastructure to ensure we are delivering a quality experience
today, and in the future. From the moment you begin your journey with us, and at every stop
along the way, our administration team is there to make sure everyone gets where they need to
be.

Our goal is to always put you first. We have built a strong Client Services team experienced in
handling the implementation of our advice. At the beginning of your journey with us, we connect
you with a likeminded team member to handle the big items of execution and the little things
that undoubtedly arise. They focus on understanding the product and keeping up with changes
that occur as products evolve year after year, and are always just a phone call away.

Our Paraplanning team are experts in compiling the best strategies to support their adviser
colleagues in providing you with quality advice. Paraplanning ensures the advisers have the
support to deliver not only a comprehensive Statement of Advice, but also customised options
and information to support you at any stage in your financial journey. Each team member
carefully reviews your circumstances, products, goals, and objectives to design the advice that
aligns with each of your desired outcomes.