Business Presentation

our leadership team

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advice evolution is managed by a board of adviser directors and a strong management team.

Our team are accessible and approachable. AE has always been ahead of the curve, being a completely virtual business, our team is always ready to assist our members and meet new prospects

David Harris – Chief Executive Officer

Started as an Adviser in 1994 and built it up to a position where it included multiple practices and employed 7 advisers. He was Chairman of the Financial Wisdom adviser Forum for 3 years and on the board for 12 years. Sold his practice in 2011 and has been CEO of advice evolution since then. He is the responsible manager for advice evolution.

Outside Financial planning I am a cyclist and Coach National level Athletes in Mountain biking.

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Brooke Hooton – Executive Officer

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Gesamay Lou Barit – Support Manager & Team Leader
 

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Noemi Isip – CEO Assistant & Team Leader