AI WORKFLOW INTEGRATION · MICROSOFT-NATIVE · ONE ENGINEER

AI workflows for Australian financial planning firms. Built by one engineer.

I design and deploy practical AI workflows that recover skilled labor hours inside your firm. Built inside your Microsoft 365 tenant, extended with Azure AI services I set up as part of the engagement. You don't need Azure expertise. I bring that. Fixed scope. In production within six weeks. The engineer who scopes your project is the engineer who builds it.

Book a 30-min call → See what I build →

Twenty years of infrastructure work across JPMorgan, Bank of Tokyo, Crédit Agricole, Stanwell, and currently inside Australian regulated financial services. Brisbane-based, delivered globally.

20+
years infrastructure
Yours
you own the code
Fixed
scope and price
2 per Q
active builds, by design

Fit check

Built for some advice firms. Wrong for others.

Save yourself a call. Here is who this is for.

Strong fit

  • Australian financial planning, advice, and wealth firms with 30 to 100 staff
  • Microsoft 365 native (Azure setup handled as part of the engagement, no prior Azure expertise required)
  • Owner-led or principal-led decision making, fast on smaller decisions
  • Operations leads who feel daily pain on annual reviews, FDS, intake, and review prep
  • Firms who want a working system in their tenant, not a proprietary platform

Wrong fit

  • Pure-AWS environments or non-Microsoft shops
  • Enterprises with 6-month procurement cycles
  • "Let's explore AI" budgets with no operational owner
  • Anyone who needs SOA drafting automation as the first deliverable
  • Anyone shopping primarily on price

What we build

Three workflows that recover real hours.

The highest-ROI AI workflows for Australian advice firms specifically. Not SOA drafting. That comes last, if at all.

01 / FIX FIRST

Annual review and FDS preparation

Your senior people spend 8-12 hours per week on annual review prep, FDS drafting, and the document chase that surrounds it.

I build AI workflows that draft annual review documentation, collate fee disclosure inputs from your data, and prep the file pack ready for adviser review. Built on Power Automate, Azure OpenAI, and Microsoft Graph, all running inside your Microsoft 365 tenant. Your team gets back time, your advisers get back capacity.

02 / FIX SECOND

Fact-find and client intake

Client onboarding eats 6-10 hours per new client across forms, data entry, and rekeying into your CRM and planning software.

I build AI workflows that extract structured client data from intake forms and fact-finds, populate your CRM and planning systems automatically, and flag inconsistencies for human review. Built on Azure Document Intelligence and Logic Apps inside your existing Microsoft 365 tenant. Onboarding time drops by 60-70%.

03 / FIX THIRD

Review meeting prep and document pack assembly

Your paraplanners and operations team spend 2-4 hours preparing each review meeting. Pulling reports, building agendas, assembling document packs, chasing missing inputs.

I build AI workflows that automate review meeting prep end-to-end. Reports pulled and summarised, agendas drafted from CRM activity, document packs assembled, missing inputs flagged. Built on Power Automate and Azure OpenAI inside your Microsoft 365 tenant. Advisers walk into reviews fully prepared in 15 minutes instead of half a day.

Before you book a call

See where your firm is losing money to manual compliance work.

A free calculator that estimates the annual dollar value of compliance time being lost in your firm and ranks which workflow is safest to fix first.

5 inputs 2 minutes No sign-up Personalised result
Try the AFSL Calculator →

What you can buy

One front door. Four fixed-scope offers.

The Audit is where everyone starts. The rest are for clients who want to move once we have mapped the opportunity.

01 / AUDIT · START HERE

AI Operations Audit

A 2-week diagnostic of your firm's operations. I map where AI can recover 10-20+ hours per week of skilled labor, ranked by AI-safety and compliance defensibility. You receive a written report with prioritised opportunities, ROI estimates, and a clear roadmap. Useful even if you never hire me to build anything.

If you proceed to a Build or Buildout within 30 days, the Audit fee credits toward that engagement.

AUD $2,500 + GST
FIXED · 2 WEEKS
02 / BUILD

Single Workflow Build

I design and deploy one production-grade AI workflow inside your Microsoft 365 tenant, using Azure services I set up as part of the build. Built on Logic Apps, Power Automate, Azure OpenAI, and Document Intelligence. Documented, deployed, handed over. Includes 30-day post-launch support. You own the code, the documentation, and the IP.

AUD $4,500 + GST
FOUNDING PRICE · LIMITED TO FIRST 5 CLIENTS
03 / BUILDOUT

Six-Week Operations Sprint

Three production AI workflows built and deployed inside your Microsoft 365 tenant across six weeks, using Azure services configured as part of the engagement. For firms moving beyond pilots into operational systems. Includes 30-day post-launch support, team training, and complete documentation handover. Best for firms that have already completed the Audit.

AUD $14,500 + GST
FOUNDING PRICE · LIMITED TO FIRST 3 CLIENTS
04 / RETAINER

Quarterly Optimisation Partner

For firms that have completed a Build or Buildout and want ongoing capacity. 5-10 hours of senior engineering per month applied to workflow extension, optimisation, new builds, or maintenance. Limited to four active retainer clients at any time.

AUD $2,500 / month + GST
FOUNDING PRICE · LIMITED TO FIRST 4 CLIENTS

How we work

Four steps. No surprises.

The same process for an Audit, a Build, or a Buildout.

1

Assess

Focused call and a limited data request. I map the operational problem, the systems involved, and who owns the process. No consulting theatre.

2

Scope

Fixed-scope proposal with the outcome, timeline, access requirements, and price clearly defined. No open-ended hourly work.

3

Build

Weekly increments with clear checkpoints. You see working progress, not status decks. Compliance defensibility built in from day one.

4

Hand over

Report, code, documentation, and operating notes. Your existing IT team or MSP can support what was deployed without me. No managed-service trap.

Why Hard Pivot

One operator. One engagement at a time.

How a focused solo practice works.

One engineer scopes, builds, and hands over

No account manager. No project coordinator. No contractor delivery team you don't know. The person on your first call is the person who builds your workflow and the person who supports it at handover.

Fixed scope, fixed price, capacity constrained

Two active Builds and one Buildout per quarter. Limited by design, not shortage. You get focused attention, weekly checkpoints, and no scope creep because I'm not juggling six clients at once.

Microsoft-native, no lock-in

Everything runs inside your Microsoft 365 tenant, extended with Azure services I set up as part of the build. Logic Apps, Power Automate, Azure OpenAI, Document Intelligence. No proprietary platforms. You own the code, the documentation, the Azure subscription, and the system. Your IT team or MSP can support it without me.

Engineer who's still in the field

I'm not a former engineer running a consultancy. I hold a senior cloud engineering role inside an Australian regulated financial services environment. The techniques I bring to your firm are the same techniques being battle-tested every day in production. Most consultants left the field years ago. I haven't.

Twenty years of background

Infrastructure work inside global financial services.

The same hands that built systems for global investment banks build your AI workflows today.

Australian financial services
CURRENT · REGULATED ENVIRONMENT
Senior cloud engineering work inside an Australian regulated financial services environment. Hands-on with Microsoft 365, Azure, Terraform, Azure DevOps, and shared cloud security responsibilities.
JPMorgan Chase
SINGAPORE
Part of the Infrastructure as a Service team supporting 120,000+ pooled VDI and hosted shared desktop instances at one of the world's largest banks. Citrix and VMware on diskless ESXi infrastructure.
Bank of Tokyo
SINGAPORE
VDI infrastructure migration across 12 Asia-Pacific branches at Japan's largest bank. Tight integration of Citrix, VMware, Microsoft, and HP technologies to meet enterprise-scale use cases.
Crédit Agricole CIB
SINGAPORE & FRANCE
Citrix Expert for the Asia-Pacific team, acting as technical bridge between Singapore and Paris at one of Europe's largest banks. Worked with Solution Architects on the technology roadmap.
Stanwell Corporation
BRISBANE · 6 YEARS
Senior Citrix and Systems Engineer at the Queensland government's largest electricity generator. Designed and supported complex applications and servers across Azure Subscriptions and Data Centres, ensuring IT security and compliance.
CSC clients
GLOBAL CITRIX TEAM
Citrix and infrastructure engineering for BHP Billiton, Rio Tinto, BlueScope Steel, and GE Capital. Managing and maintaining the integrity of Citrix infrastructures for four major Australian and international corporates.
Mangano IT
BRISBANE
Senior Technical Consultant, Azure and Modern Work Practice. Enterprise-level cloud infrastructure, networking, storage, virtualisation, and workplace solutions for Australian mid-market clients.

Background credentials

Earned CISSP (2022) and CCSP (2022) during senior infrastructure work. TOGAF 9 Enterprise Architect. Microsoft Azure technical training across administration, security, and solution architecture. Twenty-plus years of infrastructure engineering across global financial services, energy, government, and Australian critical infrastructure.

FAQ

The questions I get on every intro call.

Who is this for?
Australian financial planning, advice, and wealth management firms with 30 to 100 staff who already use Microsoft 365 and want practical AI workflows without hiring an AI agency or a full-time engineer. Owner-led or principal-led decision making works best. Not a fit for pure-AWS environments, enterprise procurement cycles, or marketing-content automation.
How is this different from an AI agency?
I scope every project. I build every project. I hand it over. No contractor team in the middle. No junior consultant you didn't agree to. Most AI agencies separate sales from delivery. This operation doesn't. Limited to two Builds and one Buildout per quarter because this is a one-engineer practice, not artificial scarcity.
What if my Microsoft engineer or MSP could do this themselves?
They probably could, if they had three months of focus and were not already at capacity. Most are not. I slot in to deliver the specific AI workflow without asking your existing IT to learn a new domain on top of their day job. Once the system is deployed, your team or MSP can support it without me.
Why don't you automate SOA drafting first?
Statement of Advice drafting is the most-regulated workflow in your firm. ASIC has views. Your licensee has views. Your PI insurer has views. Automating SOA generation first means navigating compliance landmines before AI has proven value in your firm at all. Annual reviews, FDS, intake, and review prep are higher-ROI and lower-risk starting points. SOA support comes later, if at all, as assisted preparation rather than automated drafting.
How do I know if we're ready for AI workflows?
Three quick tests. One, your team spends 10+ hours per week on repetitive Microsoft 365 work (reviews, FDS, intake, document prep). Two, you have at least one person who knows your business well enough to describe how a process actually runs, not just how it should run. Three, you're willing to make a decision in weeks, not quarters. If you can say yes to all three, you're ready. If not, the Audit will tell you which gap needs to close first.
What happens if you get sick or take a holiday mid-project?
Engagements are scoped at six weeks maximum for a reason. If something happens mid-project, work pauses with full written status and a clear restart date. You're never left wondering. I plan every project so a recoverable disruption stays recoverable, not catastrophic.
What is the minimum engagement?
The AUD $2,500 Audit. Single Workflow Builds run 3 to 4 weeks. The 6-week Buildout is for firms ready to deploy three workflows in series. I do not start with open-ended retainers.
Do you work with our existing stack?
Yes, if you are on Microsoft 365. You do not need to already be using Azure. I set up the Azure services (Logic Apps, Power Automate, Azure OpenAI, Document Intelligence) as part of the build inside your tenant. Most advice firms aren't deeply on Azure yet, and I handle that setup as part of the engagement. I also integrate with common advice firm CRMs (Xplan, AdviserLogic, Practifi) and business systems via API.
Where does our client data live?
Inside your Microsoft 365 tenant and your Azure subscription. Data does not move out of your environment to deliver these workflows. Microsoft 365 tenants can be configured to keep data resident in Australia, which I confirm as part of the engagement. Important for AFSL-licensed firms answering to ASIC on data handling.
Will you compete with our existing MSP?
No. I work alongside your MSP. They handle day-to-day support. I deliver specialist AI workflow projects that may not be in their standard service catalogue. In many engagements I coordinate directly with the MSP so they understand what has been deployed and how to support it.
What if I am not technical?
Normal. You need to know the business problem, who owns the process, and what good looks like. I handle the technical design and explain the trade-offs in plain English.
What is not a fit?
Vague "let's explore AI" projects, chatbot ideas with no operational owner, pure marketing-content automation, SOA drafting automation as the first deliverable, and enterprise procurement processes that take longer than the project itself.

Ready when you are

Ready to deploy AI that survives contact with your firm?

30-minute call. No deck. I'll know whether we're a fit in the first 10 minutes, and I'll tell you either way.