Integrated Adviser Solutions (IAS) was established by co-founders Brenton Jones and Ruth Tay in recognition of the need for a fully implemented client maintenance and reporting system for advice businesses that will deliver significant business efficiencies and a greatly enhanced client experience
Combining their individual experiences and expertise, Brenton and Ruth have developed the fully implemented communications and client reporting services offered by IAS with the goal of assisting advisers provide an efficient, high quality and client valued communications and reporting service to their clients.
Brenton has over 26 years’ experience in the financial services industry across Australia. Although he has been a self-employed financial adviser for most of his career he has also held roles as an investment adviser and financial planner with Terrace Counsellors, now part of the Plan B Group (a wholly owned subsidiary of IOOF), as well as heading up the financial planning divisions of a number of accounting businesses including the Perth office of Moore Stephens Chartered Accountants. Being an adviser, Brenton well understands the difficulties that are faced with the delivery of an efficient, high quality and client valued communications and reporting system that is scalable to accommodate advice businesses of all sizes and growth trajectories. With his own financial planning business continuing to experience the significant advantages of outsourcing a fully implemented communications and client reporting system, life and business has never been better.
Ruth has a number of tertiary finance qualifications including an Advanced Diploma of Financial Planning and a Masters degree in Finance. She also has more than 16 years’ experience in the financial services industry that includes working as an adviser in Singapore, as well as various senior positions in Perth including Operations Manager at GESB Financial Advice and General Manager in Future Wealth Planners. Throughout those years Ruth has been instrumental in the design, development and implementation of a variety of innovative and highly efficient client service delivery processes and procedures for a number of financial planning practices.
Blythe has over 18 years’ experience as both a Financial Planning Assistant and Paraplanner and brings extensive knowledge of superannuation, investments, retirement planning and personal insurance. She is a highly motivated Adviser Support Officer who aims to provide a high level of technical and administrative support to advisers.