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James has over 20 years experience in the Wealth Management industry supporting licensees, practices and financial planners build their businesses. Dedicated to adding value and support across investments, retirement, platforms and building efficient and profitable businesses, James's experience can help you save time, improve productivity, increase revenue and help build your business.

Pedro brings over 15 years of experience, having lived in several countries and worked extensively in the coworking industry. He has successfully supported businesses of all sizes, from small local enterprises to large global corporations. A strong advocate for the value of time and cost efficiency, Pedro believes these are crucial to business growth. He is dedicated to helping your business thrive.

Mark is a highly motivated sales professional, having demonstrated success in both Retail Banking as well as Mortgage Broking.

He is value-driven and believes that success comes from having a customer-centric approach plus strong adherence to processes.

With 30 years in the finance industry, Ian specialises in building, scaling and mentoring high-performing mortgage broking businesses. He helps brokers and firms, from start-ups to established businesses, improve operations, strengthen referral networks and grow their impact. Away from the desk, Ian enjoys setting up the camper for long weekends away.

Omar Fuentes brings more than 19 years of experience across financial services, with expertise in business development, adviser relationships, wealth management and platform solutions.

With a strong understanding of the financial planning landscape, Omar takes a relationship-led, consultative approach to understanding each practice’s unique needs and identifying opportunities to support business growth. He is passionate about building trusted, long-term partnerships, delivering tailored solutions and helping financial planners achieve their business objectives.

Known for his genuine approach, commercial mindset and commitment to service excellence, Omar works collaboratively with advisers and industry partners to deliver positive outcomes and create lasting value.

At VA Platinum, Omar is focused on building strong adviser partnerships and supporting financial planners with solutions that align with their business needs and long-term goals.

Paul brings more than 20 years of experience across financial services, sales leadership and outsourcing.

Having built and led high-performing teams across the APAC region, Paul has worked closely with accounting firms, financial advisers, mortgage brokers and broader financial services businesses to solve one of their biggest challenges — building the capacity and capability needed to grow.

His background as a financial adviser and stockbroker gives him a practical understanding of the industry from the client side, while his experience in outsourcing has seen him help businesses design and scale offshore teams that become a genuine extension of their Australian operations.

With 9+ years in education, sales, and business development, April understands both the challenges and opportunities business owners face. She now helps Australian businesses scale by connecting them with skilled virtual assistants who go beyond cost savings to drive growth.

Connect with April to see how outsourcing can free your time, reduce costs, and accelerate success.