Catalyst appreciates that a business can rarely operate successfully without the support of others. Catalyst personnel have been directly involved in the outsourcing and contracting of external services from within the financial services industry. As a result Catalyst have fostered key relationships that are integral to success, and introduce professional expertise to our clients when needed.

Alexis Insurance - Christina Kalantzis - Principal

Christina has over 15 years experience in the financial services industry and extensive risk management, professional indemnity insurance and compliance experience. She managed the first Financial Services Reform adviser banning in 2005, was an industry expert to ASIC and the ACA as part of the Quality of Advice Survey 2002, and the FPA’s head project manager for FSR, privacy and fee disclosure.

Elixir Consulting – Sue Viskovic - Managing Director

Sue and her team provide business development and coaching advice to AFS licensees. She recently completed an in depth research report on pricing models within the industry which is regarded as one of the best we have seen.

Her experience in the industry means that her business coaching is direct, pragmatic and highly effective. Sue is committed to helping improve the business of financial advice.

Kenyon Prendeville – Alan Kenyon & Steve Prendeville - Directors

Kenyon Prendeville help financial planning business owners maximise the value of their business by assisting them to prepare their business for sale; they then market the business and negotiate the sale.

If you are thinking of selling or aquiring a business to enlarge your existing practice, talk to Alan or Steve early in the process to benefit from their knowledge and expertise.

Pinnacle Training - John Prowse - Managing Director

John has a long history in providing education services to Australian financial services businesses. Pinnacle offers a wide range of training solutions for AFS licensees with courses as well as “one - off” solutions  when required.

To succeed in a very competitive education environment, you have to provide better service – and that’s what Pinnacle does.

The Risk Store – Sue Laing – Managing Director

Sue and CEO Peter Wincott are the Risk pioneers. They were the first to recognise the need to have specialist risk advisers and to develop services to support them. The Risk Store is the best resource a risk adviser can have.

Sue, Peter and their team of outsourced risk experts provide ongoing access to knowledge through their website subscription service, an educational program catering to both experienced and up & coming risk advisers and an annual risk conference that is focused, professional and great fun. Sue and Peter also provide specialist consulting services.

Achieve Business Solutions - John McCormack - Principal

Achieve is recognised for it’s truly hands on approach in coaching and guiding financial advice businesses. John McCormack and Vicki Massey are specialists with over 40 years combined financial advice industry experience. Whether you are wanting to improve your business, considering acquisitions or just need an experienced head to mentor  your development, the Achieve team can provide. Their pragmatic approach gets results.