Founder and CEO
Clinton Cunningham
Clinton spent more than 20 years in digital product and transformation, including at Deloitte Digital. He started AdviseWell to give advice firms software they can check.
Clinton on LinkedInWe build advice documents that show their working.
A small team in Melbourne, building with the firms that use it.
Our vision
More Australians with an adviser, and advisers with time for them.
Too many Australians go without advice because it takes too long to give. We build the software that gives that time back.
Advice within reach of more Australians
When the paperwork takes less time, advice can reach people it does not reach today.
Advisers freed from paperwork
File notes, SoAs and reviews are drafted in your own template. Advisers spend the time with clients.
Sovereign, safe AI for Australia
Client data is stored in Australia, and we have a SOC 2 Type 2 report. Figures come from calculators, each statement links to its source, and an adviser checks and signs off every document.
Leadership team
Chief Technology Officer
Matt Kellock
Matt has more than 15 years in advice technology, including work in the Iress and Xplan ecosystem. He runs platform delivery and security.
Matt on LinkedIn
Supported by
for Startups
Microsoft for Startups
for Startups
Microsoft for Startups
What the software does not decide.
- The adviser signs offAdviseWell does not give financial advice. It drafts for a licensed adviser, who checks the document, signs it off and stays responsible for the advice.
- A source shows where, not whetherA citation shows where a statement came from. It does not prove the source is correct. The adviser still reads the source.
- A check is not a sign-offOur checks against RG 175, RG 244 and RG 271 flag issues for review. They are not a compliance sign-off.
- Numbers come from calculatorsThe language model writes the words. Tax, super and Age Pension figures come from calculators, with their inputs open to view.
We build it with the firms that use it.
Requests from advisers and paraplanners set what we build.
Company news and media- Firms in the roomDesign partners review what we are building before it ships.
- The roadmap is labelledIf it is not live, we say it is on the roadmap.
- Security is evidenceWe publish a trust centre and share a security pack on request.
Built in Melbourne
An Australian company, building for the Australian advice profession. Client data is stored in Australian data centres.
AdviseWell Operations Pty Ltd, ABN 51 681 621 054.
We are not affiliated with AdviseWell Inc., a US healthcare non-profit, or with the New York advisory firm that shares our name.
Talk to the people who build it.
Start free, or let us set it up on your own work.