About

Team Profile

Hans-Egger

Hans Egger

Hans’ business experience was gained as a Management Consultant with Price Waterhouse Urwick followed by a number of years as National Marketing Manager for Australian Associated Press in their Financial Markets and Information Services divisions.

Hans changed careers to become a Financial Planner in 1998 and built up a successful business focusing on providing holistic advice to a range of clients. During this time Hans continuously improved his clients’ experience by developing visual presentations to explain the financial planning process and interactive tools to model scenarios with them.

   

   
Michael-Topper

Michael Topper

CA MBA

Michael gained extensive experience in the areas of marketing, sales, and general management over more than 20 years of corporate life. His experience crosses countries as well as industries, having worked in South Africa and New Zealand before arriving in Australia in 1999.

Michael has consulted to financial planning business owners on achieving profit improvement through the development and implementation of strategic business and marketing plans. This has given him an insight into the need for streamlined processes and efficiencies in the small business arena.
As well as being a Chartered Accountant, Michael has an MBA in International Business and Marketing.

   

   
Andrew-Wardle

Andrew Wardle

BBusCom, ADFS (FP), AFSA

Andrew has been in the financial services industry since 2000, initially starting in corporate superannuation and insurance, moving into financial planning in 2004.

Andrew has a Bachelor of Business and Commerce and an Advanced Diploma in Financial Planning. He is currently studying towards a Masters of Applied Finance and CFP certification.

   

   
Anne-Farrell

Anne Farrell

BEc (Actuarial Studies), MSc (Finance)

Anne’s qualifications were completed at Macquarie University in Sydney and the London Business School. Anne has over 13 years' experience in financial engineering and the development and testing of financial management software in both Australia and the UK.

Anne has also attained Financial Planning qualifications and has worked in a technical capacity as a Paraplanner.


   
Daniell Airton

Danielle Airton

Danielle comes to the Astute Wheel team with 17 years experience in the corporate sector, predominately within the legal industry and more specifically over the last 6 years within the field of Estate Planning. Most recently Danielle has worked in a leadership, project management and client relationship role within e-lawyer one of Australia's first on line, virtual law firms specializing in Estate Planning and working exclusively with Advisers.

   

Recent News

09 June 2016
Leading client engagement platform AstuteWheel today launched Astute Estate Planner at a media event hosted at fintech hub Stone & Chalk.
09 June 2016
Adviser platform AstuteWheel has launched its Astute Estate Planner service, which enables rapid implementation of the estate planning process.
10 June 2016
Financial technology firm Astute Wheel has launched an estate-planning solution aimed at removing friction from advisers’ interactions with clients and providing them with a tangible estate plan tool.
10 June 2016
Fintech company AstuteWheel has released a stand-alone software tool that will enable advisers to facilitate their component of the estate planning process in under one hour.
07 April 2014
Financial services firm Astute Wealth has developed a series of estate planning solutions that allow financial advisers to provide clients with a tangible estate plan.
14 April 2014
Financial planners can now provide clients with a tangible estate plan in the time it takes to deliver a client review, according to Hans Egger, co-creator of the AstuteWheel Estate Planning suite of tools.  
06 May 2014
Many financial planners put estate planning in the “too hard basket” and simply tell their clients to put a will or a power of attorney in place, says the co-creator of a client engagement platform.
11 January 2017
By introducing estate planning to your offering, you can add value to the client discussion process in a way an insurance provider simply can't.
15 June 2015
The kids have all finished school, the mortgage paid off, there’s plenty of money in the super fund and your client is either approaching retirement or already retired. As Financial Planners, over many years we have provided them financial guidance and they pay us well – these are the clients we love!
15 June 2015
Estate Planning is, in many cases, treated by financial planners as an afterthought… a couple of questions about whether the client has a Will or Power of Attorney and if not, then a cut and paste addition to the SOA advising the client to see a solicitor and get the documents in place. This pointless exercise is repeated year after year and apparently makes us compliant. It adds little to the client /planner relationship and it is usually deemed all too hard and not particularly lucrative.
01 February 2017
What currently sets you apart from every other financial planner in Australia? If your answer is “probably not that much”, it’s time you consider facilitating estate planning.
10 June 2016
Client engagement platform, AstuteWheel, has launched its Astute Estate Planner at a media event at Sydney fintech hub, Stone & Chalk.
02 May 2014
On this week’s Wealth Professional TV, Hans Egger, founder and creator of the Astute Wheel explains how new software will help engage clients with the importance of the estate planning process.
22 June 2016
Risk advisers are facing multiple threats to their businesses. Numerous industry reviews have led to lower upfront revenue, clawback provisions and increased education requirements. Competition from the direct market is also affecting the risk adviser’s bottom line and many may be considering leaving the industry.