Staff retention
A team member who knows your practice takes months to develop. Retention is therefore something we invest in deliberately.
The people who'll do your work
Each practice is matched to a named team member and introduced to them before any work starts. If the match is not right, we change it.
Our team
Keishamaine Maturan
Senior Paraplanner & Trainer
Four years drafting advice documents for Australian practices. Keishamaine trains our newer paraplanners and reviews files before they are returned, with particular attention to the consistency between strategy, product and fee disclosure that vetting teams check first.
Rich Lee Unabia
Senior Client Services Officer
Seven years in Australian financial services as a client services officer, then supervisor, then trainer. Rich Lee manages client contact, review scheduling and provider follow-up, and is the calm end of the phone when a client calls with a problem.
Leonard Mapa
Senior Insurance Specialist
Four years in insurance, from researching cover through to underwriting, with an earlier background in audit. Leonard manages new business, underwriting requirements and claims paperwork, and follows each case through with the insurer until it is complete.
Brilliant Jaccel Conson
Senior Implementation Officer
Brilliant prepares files for the paraplanners and manages implementation once advice is signed off: super rollovers, insurance applications, underwriting requirements and provider liaison through to in force. Her attention to detail means outstanding requirements are identified before the provider raises them.
Paul Atherton
Co-Founder
Twenty-five years in financial markets in New York before returning to Australia. Paul leads the commercial side of PLTCo and works with licensees on due diligence and onboarding.
Utkarsh Kapoor
Co-Founder
Five years inside Australian advice practices across paraplanning, fintech and practice administration. Utkarsh leads delivery and is the founders' point of contact for day-to-day operations.
Paul and Utkarsh founded PLTCo together and run it jointly. Either of them will take your first call.
Permanent employees
All staff are employed by PLTCo, not engaged as contractors, and remain assigned to the same practices.
Career progression
Administration to paraplanning to senior review. We promote from within.
Supervision
Every team member reports to a team lead who manages their workload and quality.
Find out who would be assigned to your practice
Tell us what you need and we'll match you to a team member and arrange an introduction before any commitment.