Insight is a safe, highly reputable AFSL built by experienced financial planners to meet the needs of their colleagues who prefer to work autonomously.
01. Our Approach
Insight helps you to devote more of your energy towards growing your business. Like your own AFSL, without the risk!
02. Our Support
At Insight you have the opportunity to receive guidance and support from our experienced leadership team when you need it.
03. Our Systems
You’ll find an AFSL whose systems have been refined by highly experienced financial planners who listen to their members.
who we are
Benefit from our collective wisdom
Each director at Insight has over 20 years of experience in financial planning, banking and entrepreneurship. Its leadership team understands what practice owners are looking for and what they need to succeed. From providing market leading financial planning technology to simplify every aspect of your business, to delivering high quality, independent product advice and compliance support, we provide everything you need from an AFSL.
insight investment services
Key Management Team
A qualified Educator with over 15 Years’ experience managing an AFSL, Paul has a proven track record of helping Advice Practice Business owners reach their potential.
With over 20 years’ experience in the financial services industry, including senior positions within the banking sector, Manoj specialises in all aspects of managing and growing financial services businesses.
Head of Compliance and Advice
With over 15 years’ experience in the financial planning sector, including Practice management and being a self-employed practitioner, Michael brings a practical knowledge gained by experience in both the IFA and institutional markets.
With over 15 years of experience in the financial services industry, Jeff has held Managing Partner and Financial Adviser positions in three successful financial services businesses.
National Operations Manager
Christine has over 20 years experience in the financial services industry in financial planning practices. Christine provides support and assistance to all advisers in operational matters and financial planning practice workflows.