ABOUT & TEAM
Licensed advice has a defined scope. The work in between belongs to no one. We take it on.
WHY WE EXIST
As financial advisers, we were part of it too. We focused on the client in front of us, inside the scope of the advice. We tried to see the whole picture, but scope, compliance and commercial limits meant we couldn't close the gaps we saw. Nobody was paid for that work, so the client carried it.
Accountants, lawyers and bankers work under the same limits. It's a known problem, without a workable answer. We knew how to fix it, so we built a business that does it properly. Coordination deserves its own responsibility, time and accountability. So we made it ours.
We know where one stops and the other starts.
THE TEAM
Built together,
from the front line.
Coordination is our specialist service, and we built the way we do it together. We took what we saw in advice, accounting and practice management, tested it with real clients, and refined it into one framework: how we structure a situation, connect the people in it, and keep it in order.
David and Shaun have worked together for fifteen years. Shaun, Teagan and Shannon spent years side by side in a busy advice practice. Each of us has a part in every engagement. You deal with the person best placed at each stage, with the whole team behind them.
DIRECTOR & CHAIRMAN
More than 50 years’ experience in public practice accounting. Previously a licensed financial adviser for 35 years.
Oversees how NFO runs. Brings a lifetime of experience to every plan.
Guiding the team behind the scenes, on every engagement.
DIRECTOR & COORDINATOR
14 years’ experience in financial services. Former licensed financial adviser who practised for more than a decade.
Runs your walkthrough and works out the plan with you.
With you at the start, then checking in as it moves.
CLIENT COORDINATION LEAD
Former licensed financial adviser with experience managing a large financial planning practice.
Your day-to-day contact. Keeps everyone moving.
With you all the way through. Watching your plan every week.
OPERATIONS & SYSTEMS LEAD
Former paraplanner and practice manager, responsible for a large team of financial advisers, paraplanners and support staff.
Keeps the plan, the records and the systems in order.
Behind the scenes the whole way.
No one person carries your plan. We do it together, and you'll always know who to call.
HOW WE'RE DIFFERENT
We coordinate. We don't give advice.
Advice stays with your licensed professionals.
We don't sell products or take commissions.
Our fee comes from you, agreed before we start.
We don't replace anyone.
Your accountant, lawyer and adviser stay.
We don't manage money.
We keep the plan, not the funds.
We stay only when there's a genuine need.
Decided together at week 12.
YOUR INFORMATION
Your information is held in secure, permission-controlled systems, with multi-factor sign-in, round-the-clock security monitoring and daily backups. Our managed IT and security partner is ISO-27001 certified. We share your information only with your consent.
Data security statementNot sure if you need us?
You'll leave with a clear view of what needs to happen, and in what order. If your accountant can handle it, we'll say so.
Arrange a walkthroughClients across Australia. Most walkthroughs are by video.
WHAT HAPPENS IN A WALKTHROUGH
Your situation, in your words, and who's already involved.
What needs to happen, who does it, and in what order.
Whether to go further with us, or carry it on yourself.
FOR ACCOUNTANTS, ADVISERS AND BANKERS
We don't replace you. We make sure your work connects to everything else happening around your client. Your client stays your client.
How we work with professionals
