About Us

Bridging wealth tech gaps. Crafting tools that we would love to use.

Our Team

No 'me too' solutions, just useful tools that boost practice productivity and elevate client digital experiences. From our Melbourne headquarters to our teams across Adelaide, Brisbane, and Sydney, we're laser-focused on one thing: great technology products and services which have been overlooked but are desperately needed.

Advice Designer is built by highly regarded Wealth Tech Services Firm, Finura.

A person with glasses and brown hair wearing a white shirt, standing with arms crossed against a dark wooden background.

Aron Satchell

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Director and Co-Founder

Dipal Khatri

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Head of Product

Caspar Jacobs

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Head of Integrations & Solution Architect

Helena Klokova

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Head of Customer Success

Peter Worn

Director and Co-Founder

Want to see Advice Designer in action?

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