Meet our Team
With over 16 years of working with clients using XPLAN, we have developed a team of highly experienced and talented, and dedicated individuals.
Our team is passionate about developing and implementing innovative technology solutions, which can help you create better business efficiencies, engage with clients more effectively, and enhance your growth.
Colleen Tree
Head of Business and Operations
Colleen has 24 years of experience in Financial Services, 14 as an Adviser and 10 in Advice Technology.
She enjoys working with Advisers to create efficiencies in their businesses, enabling them to spend more time with clients, helping them to achieve their financial goals.
Outside of work Colleen enjoys spending time reading and spoiling her nieces and nephews!
Michelle Leversedge
Team Leader Advice Technology Consultants
Michelle has been working in the financial planning industry since 2010. She has mainly worked in boutique licensees, in various roles from XPLAN process management, training, and XPLAN support to practices.
When Michelle is not at work, she enjoys making the most of the beautiful Brisbane weather with friends and family and knitting soft toys for charity.
Markar Bolatian
Senior Advice Technology Consultant
Markar (Mark) has been in financial services since 2012. He has held various roles starting off in Retail and Corporate Superannuation Client Services before moving into XPLAN Support and Training.
Mark has a staffy named Lola. He loves camping and the outdoors, particularly star-gazing and when inside watching Anime with a bit of gaming on the side. Mark is rarely seen without his beanie to keep him warm.
Elizabeth Er
Advice Technology Consultant
Elizabeth has been working in the financial services industry since 2004. She has had roles in paraplanning, administration, and as an associate adviser. These roles have been in both small boutiques firms and large organisations.
In her free time, she enjoys going for walks, catching up with friends and volunteering.
Chris Walls
Advice Technology Consultant
Chris has been in the financial services industry since 2007 with most of this time spent as an adviser with both banks and boutique licensees. Chris also spent 2 years working in advice remediation before making the switch to the Fintech industry.
Chris plays and produces music in his spare time.