Save time and get instant help — ask Ava! 🚀

The quickest way to resolve your queries is by asking Ava, our new AI-powered Adviser Virtual Assistant. Ava is here 24/7 to provide instant answers, guide you through common tasks, and simplify your support experience.

When you contact us for support, your call will be answered by one of our highly trained Morningstar Product Consultants. Our AdviserLogic support team operates across three locations: Morningstar Sydney, Morningstar Delhi, and Morningstar Mumbai. Meet the Team.

Together, we work as one global team to provide you with the best possible service.

Our phone lines are open from 9 am to 8 pm (Sydney time), Monday to Friday (excluding public holidays), ensuring we can cater to regional time zones across Australia.

To handle high call volumes, we have the flexibility to bring additional team members online, ensuring your urgent issues are addressed without delay.

At the end of your interaction with Ava or one of our agents, you'll have the opportunity to fill out a Customer Satisfaction Survey. Whether you chat, call, or email us, your feedback helps us continue to improve and deliver a world-class experience.

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Adviser Virtual Assistant

Ava has you covered

Say hello to Ava, AdviserLogic’s new virtual assistant! Ava is designed to provide quick and intelligent answers to your queries. While Ava is here to deliver faster assistance, you can still ask to speak to our team or use the search bar to explore our Help Centre for in-depth articles and resources created by our Content Team.

If Ava can't assist you or your issue requires human intervention, our friendly support team is ready to help. Our team is structured into specialised sub-teams, ensuring you receive expert assistance tailored to your needs.

​Robin Babu
​Associate Director, Customer Support-International Wealth Software

With over 15 years as a Senior Manager in International Wealth Software, Robin brings a wealth of experience in fostering client relationships built on trust and collaboration. His proactive approach ensures that Morningstar solutions are optimised for maximum efficiency, while his team leadership inspires continuous improvement and operational excellence. Robin stays attuned to the latest industry trends, enabling him to deliver top-tier services that provide clients with a competitive edge. Beyond his professional commitments, Robin enjoys expressing his creativity in the kitchen, engaging in strategic trading, and staying active with racquet sports. His ability to balance a dynamic career with personal passions reflects his dedication to both excellence and well-roundedness.

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Aman Saini
​Associate Manager, Run Product Owner, & Customer Support - Level II
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Aman has been with Morningstar for five years and has quickly become a cornerstone of the support team. Known for his strong analytical skills and a relentless commitment to resolving technical issues, he takes great pride in ensuring your bugs are resolved promptly. Leading the team that resolves your technical concerns, Aman is dedicated to ensuring that every query is addressed quickly and effectively. His problem-solving approach and deep understanding of the product make him a true support superstar.

When he’s not working, Aman enjoys staying active by playing cricket, unwinding with music, and spending quality time with his beloved dog. His passion for teamwork and attention to detail shine through in both his professional and personal life.

​Tejinder Singh Kodha
​Team Leader - Customer Support

Tejinder Singh Kodha is a Customer Support Team Leader with extensive experience in customer service, team development, and operational excellence. He specializes in process improvement, enhancing operational efficiency, and leveraging technology to strengthen support outcomes and foster a culture of continuous improvement.

With a strong academic background and a Master’s degree in Finance, Tejinder brings an analytical and structured approach to problem-solving.

He combines this expertise with a customer-centric mindset to navigate complex challenges, develop effective solutions, and deliver meaningful business impact.

Outside of work, Tejinder is passionate about health and nutrition and enjoys continuously expanding his skill set. He is also learning to play the guitar, reflecting his curiosity and enthusiasm for personal growth.
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​Kapil Rana
​Senior Product Consultant - Adviserlogic/Paylogic

Kapil has been with Morningstar for the past five years, during which he has demonstrated a strong commitment to resolving client queries with efficiency and precision. His genuine interest in understanding client needs and providing solutions has made him an invaluable part of the team. Kapil's dedication to delivering outstanding service reflects his proactive and problem-solving approach, ensuring clients receive the support they need. Outside of work, Kapil enjoys immersing himself in the world of books, honing his skills through gymnastics, and spending quality time with his playful Pomeranian, Tipsy.
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Anil Jangid

​Senior Product Consultant - Adviserlogic/Paylogic

Anil Jangid joined Morningstar four years ago, bringing with him extensive experience in client management. His expertise, combined with a strong commitment to delivering exceptional support, empowers users to maximise their AdviserLogic experience. Anil’s dedication, problem-solving abilities, and focus on user success make him an invaluable member of the support team.

Outside of work, Anil enjoys exploring new destinations, immersing himself in captivating books, and staying active through sports. His passion for discovery and continuous growth aligns seamlessly with his professional approach, showcasing a well-rounded and dynamic outlook on both work and life.

Gurjeet Singh Tetra

Senior Product Consultant - Adviserlogic/Finametrica

Gurjeet Singh, a dynamic member of the AdviserLogic Product Consulting team, joined Morningstar in January 2024. With a strong background in managing client trades and investments, Gurjeet leverages his deep understanding of financial markets to help advisers optimise their clients' financial planning. His exceptional interpersonal skills allow him to build trust-based relationships, delivering meaningful support and solutions.

Outside of work, Gurjeet channels his creativity through music, particularly beatboxing, and finds adventure and growth in trekking and travel. His passion for exploring new cultures and his love for dogs reflect his compassionate and curious nature.

Priyanka Chenani

Senior Product Consultant - Adviserlogic/Finametrica

Priyanka is a dedicated Product Consultant at Morningstar, bringing a strong foundation in finance and a passion for continuous learning. Having successfully cleared CFA Level 1, she is committed to expanding her expertise in financial planning and investment strategies. Priyanka focuses on delivering tailored solutions to clients, ensuring their needs are met with precision and care.

Outside of work, Priyanka enjoys cooking and baking, often experimenting with new recipes as a creative outlet. Her blend of financial knowledge, problem-solving skills, and enthusiasm for growth makes her an invaluable member of the team.

Trupti Vaddepalli

Product Consultant

Trupti joined Morningstar in January 2026 as a Product Consultant. With an MBA and a strong background in client service within the financial services industry, she is passionate about delivering exceptional client experiences and building lasting relationships. Her finance background, combined with a customer-focused approach, enables her to understand client needs and provide effective, solution-oriented support.

Outside of work, Trupti enjoys listening to music, and expressing her creativity through drawing. She is committed to continuous learning and strives to grow both personally and professionally.

Allwyn Bale

Product Consultant

Awllyn joined Morningstar in January 2026 as a Product Consultant. Curious by nature and creative at heart, he brings together analytical thinking and creativity in everything he does. He is passionate about creating meaningful experiences, solving problems, and continuously exploring new ideas. His curiosity and willingness to learn enable him to approach challenges with an open mind and a creative perspective.

Outside of work, Awllyn enjoys making music, travelling, and reading. Music provides a creative outlet, travelling allows him to discover new perspectives and cultures, and reading keeps his curiosity and passion for learning alive. He is committed to continuous learning and strives to grow both personally and professionally.

Pravin Mallad

Product Consultant

Pravin Mallad joined Morningstar as a Product Consultant, bringing a unique combination of mechanical engineering, finance, and product consulting experience. With a background in Equity Research and experience working at a proprietary trading desk, he has developed strong analytical and problem-solving skills. He is passionate about solving customer challenges, learning new things, and improving processes to deliver better outcomes.

Outside of work, Pravin enjoys analyzing the markets and investing. He also loves playing cricket, exploring new destinations, capturing moments through photography, and planning his next adventure. He is committed to continuous learning and enjoys finding new ways to grow both personally and professionally.

​Ashish Malik
Product Specialist - Proactive

Ashish has been with Morningstar for two years and takes immense pride in delivering a positive and seamless customer experience for our users. With his strong analytical skills and years of industry experience, Ashish is a true support superstar, adept at resolving complex queries and ensuring client satisfaction. His dedication to understanding user needs and providing tailored solutions makes him a cornerstone of the support team.

When it’s time to unwind, Ashish enjoys the thrill of football, immersing himself in music, and heading out on long drives to relax and recharge. His commitment to excellence and his passion for life shine through in everything he does.
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​Daniel John
Product Specialist - Proactive

Joining Morningstar two years ago, Daniel brings a wealth of client management experience from his previous role, which he channels into providing exceptional support for our users. His dedication to helping customers navigate AdviserLogic ensures a seamless and positive experience, making him a valued member of the support team.

When he’s not assisting clients, Daniel loves to travel, dive into suspense thrillers, and spend time swimming. His adventurous and curious spirit complements his professional drive, creating a well-rounded approach to work and life.

Our Level II Team specialises in swiftly resolving technical issues with expertise and efficiency. Equipped with deep technical knowledge, they ensure your support tickets are handled promptly, minimising disruptions and keeping your systems running smoothly.

​Kshetiz Gairola
​Product Specialist - Level II Customer Support

Kshetiz has been with the company for seven years, including four and a half years at Morningstar, where he thrives on resolving customers' technical queries. As our Datafeeds superstar, he's the go-to expert for tackling datafeed issues, often resolving them personally or supporting others to do so. If you have a Datafeed issue, he’s likely the one solving it or guiding others to a resolution. His expertise in this area has made him a key asset to the team.

In his downtime, Kshetiz enjoys playing cricket, hiking, and driving through the scenic hills of his locality.
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​Rajat Suryawanshi
Product Specialist - ​Level II Customer Support

Rajat has been with Morningstar for five years and is driven by his passion for delivering the best quality support to our clients. A true superstar in support, his in-depth knowledge of the product earned him a well-deserved promotion to the Level 2 team. Now, he collaborates with Aman to resolve technical issues swiftly and efficiently, your concerns are promptly addressed.

In his downtime, Rajat enjoys staying active by playing a variety of sports and embarking on long rides to explore new and exciting places. His adventurous spirit and dedication shine through both in and outside of work.

Our Content Team plays a crucial role in shaping Ava’s knowledge and effectiveness. We create and maintain the information Ava uses to provide accurate and relevant answers to your queries. By continuously updating product documentation, FAQs, and troubleshooting guides, we ensure Ava is equipped with the latest insights to assist you efficiently.

Additionally, our team analyses your interactions with Ava to identify gaps and improve responses, refining Ava’s ability to deliver precise, helpful, and timely support.

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​Maria Iglesias
​Content Lead and AI Manager

Maria has been with Morningstar for over five years, starting her journey on the support desk, where she spent two years helping users navigate the software. Her passion for guiding users, paired with her deep understanding of AdviserLogic, has propelled her into her current role, where she focuses on creating content that helps the widest audience of users. Her ability to simplify complex concepts and anticipate user needs makes her work invaluable to the AdviserLogic community.

Based in Sydney, Maria finds joy in gardening, hiking, and experimenting in the kitchen. Her love for the outdoors and creativity mirrors her dedication to supporting others, both professionally and personally.

​Nihit Gupta
​Product Specialist - Content & AI

Nihit has been with Morningstar for over four years and is dedicated to enhancing the client experience through his expertise and attention to detail. As the Subject Matter Expert (SME) for login and admin issues, Nihit is the go-to person for resolving these queries efficiently, ensuring seamless access and smooth operations for clients. His commitment to problem-solving and proactive approach make him an integral part of the support team.

In his downtime, Nihit enjoys diving into light novels, immersing himself in the timeless charm of classic songs, and occasionally exploring his creative side through poetry. His appreciation for literature, music, and creative expression adds a thoughtful balance to his professional dedication, making him a well-rounded and valued member of the team.
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​Morningstar operates in 27 countries, maintaining consistent titles, training, onboarding, and performance standards across all Customer Support teams worldwide. Our AdviserLogic Support team is committed to providing speedy, confidential resolutions. Along with our newest addition, Ava, our AI Adviser Virtual Assistant. Our human-focused approach ensures personalised support based on your preferences.

We may ask detailed questions to fully understand your concerns, allowing us to address them effectively. If an immediate solution isn't possible, we’ll coordinate with relevant teams and keep you informed every step of the way, always striving to go the extra mile.
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