And start working with the brilliant team at Intello. Here you can find out what drives them as they deliver the Intello Client Experience each day.
Want to Join Our Award-winning Team?
A Quill Group Innovation
Working with clients to understand their entire business, then helping them make the right financial decisions.
Making a difference for the two communities we serve: our clients and our people.
Choosing the right firms or people to partner with can be confusing; firms are very different.
The challenge is helping each prospective client understand the differences and find the right firm…even if it is not Intello Solutions.
The people.
My colleagues are interesting and passionate.
Our clients, too; they have all built businesses or families or contributed to the community in some powerful way.
The opportunity to be part of several different leadership teams that successful built businesses.
I discovered that there are many leadership approaches, but always found one common denominator of successful leaders, they create an environment that enables their teams to access the full range of their capabilities.
I am proud to own a company that is committed to leading our industry and this ethos.
I love listening to people tell their stories.
That is the root of providing great personal service.
My passion, vision, and unwavering commitment to building the ultimate client solutions firm. The ability to bring a practical perspective to strategic and theoretical concepts.
“There are no great limits to growth because there are no limits of human intelligence, imagination, and wonder.” – Ronald Reagan
If it is not broken, break it! Embrace change as the norm, if we are not challenging the norm and our paradigms we are standing still or losing ground.
Don’t be afraid to make mistakes.
I love working with people who are motivated and have similar aspirations to myself.
I also thrive on change and in my role, I get to be a part of that every day!
The people.
You spend most of your life at work so you need to be surrounded by likeminded individuals.
That coupled with collaboration is where the magic happens.
I always try to ask myself if there is a better way. If you aren’t constantly evolving, you will get left behind.
“You have two ears and one mouth for a reason.”
The opportunity to do something different:
To shift the paradigm and try a different, achieved through the different skillsets and experience of our team.
We offer something unique that is not available elsewhere and the value potential is exciting!
The stigmas attached to the underlying services we provide definitely post a challenge.
Unfortunately, there’s an unfair, low-value perception of SMSF administration and estate planning.
So getting past the first barrier (the first question is usually about price) requires us to be able to communicate the value in what we provide, and how it can have compound effects within our B2B client’s business.
To me, financial services is about professionals working together with their clients to provide advice and services driven by the professional’s deep understanding of their client’s wants, needs and circumstances.
When done well, the result is outcomes driven by relationships. A client will expect you to provide services they have signed up for, but ultimately what they’re striving for is peace of mind. The provision of service is expected; excellence in service is the goal.
Whether that is through financial advice, seamless accounting or comprehensive estate planning, the goal should be the same for the financial professionals involved. That is: generating peace of mind outcomes for clients.
I’m innovative, adaptive and curious. I like to challenge norms and find a better way of doing things.
Being driven first and foremost by working with people. And I love to develop relationships with those I work with that are long-lasting, built on trust and a mutual respect.
Achieving ‘partnership’ level in my prior firm… and then having the courage to take a leap to join Intello and forge my own path.
After 20+ years in the industry I am still on the cutting edge.
It’s technical and creative, I get to build worlds and have challenging problems to solve.
Being lucky (in theory it beats all other superpowers hands down).
Trying to find the simple and graceful solutions to what are often complex problems.
An almost famous food truck proprietor selling brisket covered Nachos.
The opportunity to be part of a team where I was able to participate in developing teams and individuals to be successful in their role, achieving success for their clients and being part influencing collaboration to drive excellence in team outcomes.
Kindness. The world needs more of it and within a team and group it is an important component to building excellence at an individual and group level.
I am passionate about working at Intello as we share the same vision, dedicated mission and growth mindset to continue to develop as a business to support our clients on their business journey.
My passion also lies in the team I get to work with everyday who strive to do their absolute best to ensure client outcomes and their continued growth at an individual and group level in building a team of excellence.
My belief that it takes a tribe to be successful both at an individual and organisation level and that shared adversity builds deeper relationships.
Also empathy ‘walking in the other persons shoes’ and deep listening to learn and grow.
“Real change, enduring change, happens one step at a time.” Ruth Bader Ginsburg
Recent changes to legislation have definitely created hurdles. (But I feel once they are overcome we as an industry will prosper.)
The fact that we are small compared to institutions means we are proactive and nimble. We can easily adapt to ongoing changes in the market.
The ability to assist clients in their financial journey by providing a positive experience
I was a good person – otherwise I would not have been reincarnated!?
To be able to fly so I can avoid traffic jams
I always like to think I have the clients best interest at heart.
“You’re off to Great Places! Today is your day! Your mountain is waiting, So… get on your way!”! – Dr Seuss, Oh, The Places You Will Go!
I enjoy working in a profession that is dynamic and working for a Company that is always exploring different ways to make a difference for our clients.
I enjoy contributing to and supporting team members thrive, add value and be valued.
People are the core of the business and my role allows me to contribute to key strategies such as engagement, training and development, leadership, and culture.
I enjoy connecting with people and I am passionate about supporting people through their career and always keeping people at the centre of my decision making.
Wedding planner. I am very organised, enjoy looking at the finer details and love meeting new people. My wedding planner did offer me a job!
Keeping ahead of technology
“Be kind to others and others will be kind to you; kindness goes a long way.”
The professionalism. And it’s a great team to work with.
Being a technical support for the best team
Time travel
I enjoy helping people out and trying to get a positive outcome for them, which in turn will hopefully provide them with a positive experience and have them coming back.
I also enjoy the work involved as it is like trying to solve a puzzle.
Having been here for less than a year, I am still learning the intricacies of the policies, procedures & workflow involved in the work-place as well as those involved in the administration of Self-managed super funds.
Also coming from an individualised/compartmentalised work environment to a team-based environment has been a learning experience.
Coming from an individualised/compartmentalised work environment to a team-based environment has been a refreshing change; colleagues and managers have been supportive and instrumental in the transition making for a great place to work.
Never let thoughts of personal gain lead to the pursuit of evil
Be a man and do the right thing.
I enjoy the variety within my day to day tasks the most enjoyable part of my job.
In past workplaces, I would find myself dragging throughout the day from monotonous workloads but with Intello, I have found each day is different and provides new challenges that I can continue to learn from.
The team that I work closely with at Intello has been fantastic.
As a new member of the Intello team, I found myself worried about integrating into the team however everyone was welcoming and included me as if I had been there for years.
The work environment is incredibly positive, and it has made my work life more than enjoyable! Intello is a place of work that I can look forward to going to.
I am most proud of the work that I put into earning my Legal Admin Certificate and being promoted from the Office run around to an integral member of an Accounts Team.
I hope that going forward within my new position at Intello, I can continue to learn and progress within my career and accomplish many more exciting things!
“You’ve got two legs and a heartbeat. What’s stopping you?” – Inuyasha
The ability to heal any sickness.
Solving Problems
A logical mindset
To be able to speak any language.
Everything you ever want is on the other side of fear.
All things are possible… 😊
I love how everyone shares the same vision and is dedicated to the mission –keeping the client happy….
The knowledge that I am doing meaningful work is a highly-motivating factor in my daily responsibilities, and the knowledge that this sector plays a key role in maintaining the economy of our nation.
I am persistent. We will make it work.
A jack of all trades.
The people and the systems.
The team I work within are good and hardworking people which is supported by great hardware/software and a pleasant work environment.
There is a sense of accomplishment tied to achieving a goal or reaching a milestone with a team that has your back.
The ability to work within a team with a wide range of skills and backgrounds.
If you don’t know something there is the support system there to fill in all the gaps.
We are all working towards a united goal and we have the people on the floor to do it.
Adaptable.
I have been with the company long enough to have learnt and worked within most areas across the lifespan of the fund. It is always good to be learning something new and evolving with that knowledge to better support the team’s progress.
Read/Write/Speak/Understand all languages
Collaborating with Advisers and Trustees to deliver a high service level by understanding a variety of financial platforms
If you’re having a bad day, catch a wave
The ability to work with professionals in a variety of expertise and being able to add value to achieve great results for clients
Knowledge gained from experience and communicating with clients in a manner which gives them a sound understanding of the industry
A helicopter pilot
There is no doubt that 2020 has been a challenging one for our clients, and we are constantly looking for new ways that we can support them – it feels like no two days are ever the same!
I love interacting with our clients every day. It’s incredibly rewarding to know that the work we are doing supports them to grow great businesses.
The combination of the talented passionate team, a great culture and a willingness to embrace new technology all make Intello a great place to work.
I love interacting and get energy from other people – perfect for my role in Client Services!
“There are no limits to what you can accomplish, except the limits you place on your own thinking.” – Brain Tracy
Speed. Nothing wrong with a bit of healthy competition and this superpower would be particularly useful in my active pursuits outside of work!
Find me on LinkedIn
Psychic powers so I can predict the lotto numbers
What do you love most about being part of Intello and the Quill Group?
A great team atmosphere… oh and they have really cool polo shirts ☺
Treat people the way you would like to be treated.
I have a strong attention to detail which helps me to produce a high quality of work.
Paramedic so I could spend my time saving lives and helping people.
“I’m not lost, I just don’t know where I am.”
(Something my Mum used to say)
The team I work with. Working with a dedicated team of professionals makes coming to work easy.
Our people are client focussed and passionate about helping our clients achieve their financial goals, and the company values their employees by providing support and mentoring to reach our full potential.
I consider myself lucky in that I work across our whole group, which gives me a varied position and allows me to support our front line team working with our clients, but also provide support to our management and executive teams.
My attention to detail. Working in accounts and payroll it is important for me to ensure our clients, suppliers and people are being provided with accurate information at all times.
Time Travel – I have always had a passion for history, and would like to travel back to pioneer days to meet my ancestors and experience their way of life.
Find me on LinkedIn
Being a part of a team that challenges the status quo and pushes to be at the forefront of our industry.
Motivated and driven
Making a positive impact on my clients so they can feel safeguarded on their road to retirement.
A professional race car driver.
A commitment to providing my clients with standout service that make them glad to be an Intello client
The ability to slow time so I can get more done in the day.
I enjoy working together with the advisers and accountants to achieve results that leaves everyone (especially the end client) feeling happy.
I love working in a team where we all get along really well and continuously work together to achieve the best outcomes for all of our clients.
“I wish it need not have happened in my time,” said Frodo. “So do I,” said Gandalf, “and so do all who live to see such times. But that is not for them to decide. All we have to decide is what to do with the time that is given us” ‘ – J.R.R. Tolkien
I love to be organised in all aspects of my life (just ask my partner about our holiday travel itineraries haha).
I am also bit of a perfectionist so I am only happy with producing good quality work.
Cake decorator
Hairdresser (giving out financial advice!).
The people and endless opportunities.
Working alongside such passionate and supportive people has really helped me to feel empowered about my work and discover what it means to work together as a team.
Not only have I developed true friendships but being a part of Intello and the Quill Group has enabled me to follow my passion for accounting and understand what it takes to become a professional within the industry.
“In life there are two types of workers: ditch diggers, and those who tell them how to dig the ditch. Decide who you want to be, and do it 100 percent.”
Knowing that the work I complete each day within my role is appreciated whilst making a positive difference for our clients. Additionally, the gratitude received from clients after completing their end of financial year accounts is what further motivates my productivity and drive within the workplace.
When done well, the result is outcomes driven by relationships. A client will expect you to provide services they have signed up for, but ultimately what they’re striving for is peace of mind. The provision of service is expected; excellence in service is the goal.
Whether that is through financial advice, seamless accounting or comprehensive estate planning, the goal should be the same for the financial professionals involved. That is: generating peace of mind outcomes for clients.
I am a perfectionist and strive to deliver the highest quality to any task I am given.
I believe in customer relation and always maintain a standard of practice when liaising with clients.
In December 2018, I graduated from Griffith University with a Bachelor of Commerce majoring in Accounting and Financial Planning. I am now proudly working towards becoming a Chartered Accountant.
Intello use cookies on this website to offer a faster, more personalised browsing experience + analysis of our website traffic. By clicking 'x' or by using this website, you consent to our use of cookies (unless you have disabled them). More detail is available via our Privacy Policy.