After 15 years working inside Australian advice practices, I understand how advice delivery connects with administration, systems and people. I use that experience to help practices build practical processes
and make better use of technology across the business.
Supporting teams through change
“Karinne didn’t just automate our workflows - she helped our people own them.”
Gil Gordon, CFPCEO & Senior Financial Adviser
RI Advice Newcastle & Lower Hunter
“Karinne made a meaningful contribution to the way Watson Wealth operates and delivers advice.”
Elliot Watson, Managing Partner
Watson Wealth
Xplan Workflow &
Process Design
I design and refine Xplan workflows aligned to your practice's unique needs.
​​
• review and simplify outdated or over-engineered processes
• reduce duplication, manual handling and communication gaps
• standardise file notes, templates and client records
• reduce reliance on memory and inconsistent processes
Practice Operations
Review & Support
I review operational workflows, responsibilities and team structure.
​
• improve visibility across reviews, pipelines and service obligations
• create dashboards and reporting that improve visibility and accountability
• track workflow activity, revenue and advice progress
• support long-term operational improvements
​
AI & Technology
Review & Implementation
I help practices choose, implement and get more from AI and technology.
​
• compare platforms and assess their suitability for the practice
• identify opportunities for AI and automation
• integrate technology with existing systems and workflows
• develop prompts, knowledge bases and SOPs
Every advice practice operates differently, so support is tailored to suit.
​
Better workflows, stronger operational structure and more effective use of technology
can create capacity that outweighs the cost of the project.
Flexible Engagement Options
​​
​Hourly Support | Fixed-Fee Projects | Ongoing Packages
​
Reach out if you'd like to talk through your operational, workflow or technology challenges.
My Process
1. Initial Discussion
A thirty-minute discussion about your business, current systems and the areas requiring support.
2. Review & Mapping
A one hour Teams meeting to review your processes, systems and operational challenges.
3. Design & Implementation
I develop the workflows, templates, automations and supporting resources required for your business.
4. Training & Handover
I support the team through testing, training and handover so the changes are embedded into daily operations.
My Story
With over 15 years of hands-on experience inside advice practices, I understand the pressures across advice, administration and business operations.
​
I’ve worked inside busy practices where systems evolve over time, processes become more complicated and what once worked well can end up slowing the business down. I’ve seen how outdated or over-engineered processes create unnecessary work, how inconsistent handovers affect the team and how poor operational design limits capacity.
​
My experience includes designing and refining workflows, supporting advisers and administration teams, working with offshore teams and building reporting and dashboards that provide visibility across the business.
​
My work also includes researching and testing AI and technology developed for financial advice practices. I help businesses assess what suits their needs, understand how it will fit with their existing systems and processes and use more of its capabilities.
​​
I offer flexible operational and technology support without the cost or commitment of an additional hire, helping practices create capacity so their teams can spend more time with clients and less time navigating systems.
​