A Leading-Edge Generative AI Platform

PAM will transform the $5 trillion Australian Financial Services sector

Through its powerful AI Platform, PAM delivers

Full integration of platforms & technologies into a single point
Real-time portfolio construction, optimization & management at the click of a mouse
Real-time coverage of all listed Assets in all major markets world wide
Significantly reduced investment management fees
Unique capability to satisfy DDO and all Australian Compliance obligations
Proprietary embedded Decision-Making Model managing the changing mix of Portfolio & Client Profile Risks in Real-time
Fully-integrated Business Management capabilities, including infinitely scalable hyper-personalization of client servicing, delivering significant operational cost-efficiencies.

AI in Cloud Analytics

Use AI in the cloud to monitor financial and crypto-currency markets. Get predictions on future market directions.

Automatic Portfolio Construction

Use our proprietary Tactical Asset Allocation module to automatically generate products for your clients

Global Market Perspective

Get a global view of market sectors in Australia and USA. Drill down to individual stocks and catch early trends forming

Invest in Socially Responsible instruments

Use live ESG scores to filter out socially conscious companies. Use QP to provably demonstrate your commitment to ESG.

Beyond disruptive.
Transformational

After millions of seed and years of work & research, PAM is part-built and ready for commercialization.

PAM will be launched in July 2025 in phased stages - into a sector ripe for disruption.

Through its extensive support from major referral partnerships, PAM is set to become a major provider to the Financial Planning and Funds Managemnt sectors Globally.

Time-Tested Pioneers

The founders are experts involved in building large, industrial scale FinTech Platforms such as:

CommSec Trading Platform for CBA
D2MX the first digitized stock broking platform
BOB, the SMSF platform for AET;
Crypto Currency exchange for private clients in Singapore.

Meet the Team

Advisors

Senior Adviser Panel

With decades of robust and comprehensive real-world experience in the financial planning sector, our senior advisor stakeholder panel provides a wealth of industry knowledge and expertise, and insights into portfolio construction, practice management, offer development and distribution, and industry mentorship. Our panel also boasts extensive industry qualifications in all aspects of financial planning, in addition specialist investment and technical expertise. Our panel is a strong advocate of IMA/SMA solutions and in achieving operational efficiencies.

Paul Massey

Head of Business Development
Paul has held senior positions within the financial services sector including head of financial services for CBA Financial Services SA/NT. Paul is currently the Chair of the Kinsmen Securities Compliance Committee.

Peter Dymond

Head of Wholesale Development

As the Head of Portfolio Management at Colonial First State, Peter held the key leadership role responsible for leading and supporting the development of the Investment Portfolio Management team for Colonial First State. This includes responsibility for providing investment expertise and recommendations to the broader Colonial First State business, the Board Investment Committee and the Colonial First State Leadership Team, as well as providing support to business development and other client activities.

Michael May

Head of Development & Project Management.
Michael has 25 years experience in developing financial services technologies and was project manager for the Commsec project for the Commonwealth Bank of Australia.

Craig Watson

Head of Compliance

Craig is an experienced finance executive and company director with over 30 years’ experience. Craig is currently an executive director of Kinsmen Securities Limited, non-executive director of Refueler Pty Ltd, Responsible Manager for three Australian Financial Services Licensees. He has held numerous executive roles on public and private sector companies and joint ventures and has experience across numerous industries including property, finance, retail, and technology start-ups.