Fincast is a financial services technology company specialising in creating innovative portfolio and wealth management applications.
Our tools enable financial advisers to more easily create and deliver goal based advice to more clients.
Fincast uses adaptive advice algorithms which means the recommendation generated is based on the latest research and prevailing market conditions.
Our flexible framework helps you work smarter, not harder. It increases client engagement, enhances efficiency and reduces compliance risk.
Our team comprise highly experienced industry professionals across financial advice, funds management, technology development and support. Utilising this experience, we are constantly refining and enhancing our technology to make it practical, easy to use and effective.
Fincast was Co-Founded by Andrew Connors and Chelsea Dunne who lead our team.
Andrew is a senior investment strategist with over 20 years’ experience in funds management gained in London and Australia. His experience includes working with some of the largest fund managers in Australia and globally including, MLC Investment Management, INVESCO and Deutsche Asset Management.
Andrew’s specialist experience in asset allocation and investment risk management has been utilised by leading corporations, family offices, financial advisers and High Net Worth individuals.
Andrew places great emphasis on developing strong relationships with his clients. He brings to them his passion for investing, technology and desire to provide superior customer service.
Andrew graduated with a Bachelor of Economics from the University of Sydney and a Masters of Applied Finance from Macquarie University.
He is RG 146 Qualified.
Chelsea has more than 20 years' experience in client relationship management and business development roles.
Her experience includes working in senior roles with well known institutional brands in London and Australia, with a focus on the financial services sector.
Her focus at Fincast is on usability, design and technical support.
She holds a Bachelor of Social Science (Marketing and Psychology) from Bond University.