Financial planning software provider, AdviserLogic, has appointed Gayle Forster to the role of Training Manager and Product Specialist.
Mrs Forster is a Certified Financial Planner (CFP), and was previously handling dealership management support at Integrity Financial Planners. She will be consulting with practices and providing hands-on training for AdviserLogic users. Mrs Forster will also be in charge of AdviserLogic’s video production, tutorials and updating templates such as standard Statement of Advice (SoA) documents.
AdviserLogic Head of Product Development, Daniel Gara said, “Gayle is an exceptional addition to the AdviserLogic team and brings enthusiasm and experience to the role. We know she is committed to helping advisers deliver compliant advice in the most easy and efficient way possible.”
Mr Gara said the appointment was the result of an increase in the uptake of the AdviserLogic software, with over 300 practices now using the solution.
AdviserLogic has recently signed agreements with a number of mid-tier non-aligned AFSLs and Mrs Forster will be assisting with its implementation into adviser practices.