About

About Insight

 

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

Paul Kelly

Managing Director

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.

Manoj Pillai

Director

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.

Michael Frawley

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.

Christine Fonda

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.

Insight Values

Our values

Integrity

Safety & Stability

Autonomy

Contact us

Level 6/200 Creek St Brisbane Q

info@insightinvestments.com.au

Phone : 07 3018 0400
Fax : 07 3018 0399