Your Partner in Building Stronger Business Operations
Paraplanning
We can complete all your advice document generation processes, while also complying with the most up to date professional standard requirements.
Practice Management
We can help you establish best-of-breed practices by partnering with your advice operations and provide high-quality administrative support on a dedicated staff member basis, using your preferred CRM.
Digital Marketing
We can provide tailored strategies such as SEO, social media management, content creation, and targeted advertising to elevate your brand’s presence in a competitive digital footprint.
Accounting
Our team of specialists can support all your accounting and audit processes.
Why Us
Let's Engage!
We partner with your operations to help you establish best-of-breed practices and provide high-quality operational support on a dedicated staff member basis.
We invest time in understanding your business objectives and challenges, ensuring our solutions are perfectly aligned with your needs.
Build your own operations hub with Engage and benefit from:
- Cost-Effective Resourcing
- Technology Optimization
- High Data Security Protocols
- In-house training and development for your hub
- Scalability
- Revenue Growth
Meet Our Team
Meet our dedicated team of professionals harnessing a diverse range of expertise to provide you with tailored solutions for your unique business needs.
Sharad co-founded ACP Asset Management, is a member of its Board of Directors, and serves on the Investment Committee.
Sharad is responsible for sourcing, executing acquisitions and monitoring several of ACP Asset Management’s portfolio companies. He serves on all investee company boards and maintains strong personal relationships with all stakeholders across the investment spectrum.
Prior to founding ACP Asset Management, Sharad trained and practiced as a corporate M&A lawyer in both Sydney and Abu Dhabi and has worked for several global law firms including Linklaters, Allens Arthur Robinson, and DLA Piper. He holds a Bachelor of Business and a Juris Doctorate from the University of Technology, Sydney.
Charles has over 26 years of experience in building successful financial services businesses. He has worked in leading advice firms such as ipac Securities and Macquarie Private Wealth, and has an extensive track record in partnering with firms to enhance their operating models and boost productivity.
When he’s not working Charles enjoys scuba diving in the tropics, playing golf, and savouring interesting food and wine experiences.
Andreana began her career as a paraplanner and quickly rose through the ranks, gaining valuable experience in all aspects of the industry. With over 10 years of experience in the financial services industry, Andreana has a deep understanding of the complexities and nuances of paraplanning. Her passion for mentoring and coaching others has been instrumental in the success of many paraplanners, and she is highly regarded as a knowledgeable and trusted consultant by colleagues and clients alike.
Andreana is a passionate Formula 1 enthusiast and devoted family person. Beyond her passion for watching races and examining driver stats, she finds joy in spending quality time with her loved ones and doting on her two pet dogs. She believes that work-life balance is key to achieving a healthy and fulfilling lifestyle that encompasses both personal and professional aspirations
