Our people

Peter Boston – Head of Advice Development

Peter is responsible for the leadership of the Pathway team and delivery of services to clients. He has over 23 years experience in the financial advice industry working with advisers in to help them with practice development, acquisitions, recruitment, business development, technology, compliance and operations.

Aimee Psellos – Business Development Manager, VIC, WA, SA & TAS

Aimee is responsible for managing the National Accounts of Pathway Licensee Services. She provides support and sales to existing and prospective clients to fully understand and implement business requirements. Aimee has over 12 years’ experience in the financial services industry working as a financial adviser, and with financial planning practices in practice and business development, technology solutions, AFSL compliance and business operations.

 

Technology solutions team

Nicholas Downey – Team Manager, Technology Solutions Team

Nick leads the Technology Solutions Team and is the product owner of Model Office. He has a passion for technology and financial services. Completing a Bachelor of Commence and Economics, he started his career as paraplanner and then an adviser. Recognising the need for financial practices to better leverage technology to provide advice, Nick moved into  software development, training and support working with hundreds of advice business’ around Australia primarily using COIN and XPLAN.

Sarah Jacobs – Senior Technology Solutions Consultant

Sarah is responsible for training, implementation and roll out of XPLAN and Model office. She works closely with practices and dealer groups to consult on their technology requirements. Sarah has over ten years’ experience in the financial services industry working closely with financial advisers and assisting them with their technology solutions. She has worked in financial planning practices and dealer groups in XPLAN, SME roles; and also with IRESS as an XPLAN Account Executive.

Kenny Foo – Technology Solutions Consultant

Kenny is responsible for support, training and implementation of XPLAN and Model Office, working closely with practices to improve their operational efficiencies. He has over nine years’ of experience working in the financial planning industry in operations, paraplanning and client services.

Daniel Donato
Technology Solutions Consultant

Daniel is a Technology Solutions Consultant responsible for telephone and email queries from clients. Previously, Daniel worked as an XPLAN Officer and Client Services Administrator for a financial advice firm. He graduated with an above average Credit grade from the University of Western Sydney with a degree in Business and Commerce – Accounting with a major in Finance.

 

Pathway support

Lachlan Ralph
Administration Officer

Lachlan provides administration support for all elements of the Pathway team. He is also the first line of support for our education and research services. Lachlan has worked in the financial planning industry since 2015, providing administration and client support services. He holds a Bachelor of Commerce from Macquarie University, majoring in Finance.