Benefit from our Collective Wisdom
We know what it is like to walk in your shoes, each member of the Insight Management has been a Financial Planner or been responsible for running a Financial Planning business. We know what it takes to run a profitable business in today’s environment, let us share our experience to help you meet your objectives.
Insight Investment Services are an Australian Financial Services Licensee holder. Our goal is simple. We aim to make sure you can focus on providing the highest quality client care. We achieve this by ensuring that you are supported by our best of breed dedicated support service.
Whether your positioning to grow or considering a succession plan our team can help you create and implement a strategy on your terms in your time frame.
When you join the Insight Investment Services network, you are supported by an experienced team with real world experience. Our goal is to work with you to build your business.
Our services include providing up-to-date compliance information, undertaking product research, model portfolio solutions, interpreting new legislation and best practice guidance. This support will allow you the time to concentrate on reaching the next level of success.
B.Ed, Dip FS, Cert IV FMB
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, Paul is acutely aware of the key drivers that are needed for an advice business to grow and prosper in a dynamic and challenging landscape.
CFP® Grad Dip Bus Mngt & Marketing, Cert IV (FMB)
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. He also sits on the board of several small to medium size businesses and is actively involved in the Rugby Union community in Perth, Manoj is responsible for Adviser recruitment in WA & SA.
Head of Compliance and Advice
ADFP, Dip Fin Mkts, Grad Cert FP, AFA(Assoc)
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. He is responsible for compliance, policy and advice enhancements.
Member of Executive Team
B.Ed, Dip FS, Cert IV FMB
With nearly 40 years of experience in the financial services industry, Dennis has established several successful Advice Business’s including one of the largest IFA advice networks in Australia. His knowledge and insight of the industry have proven a valuable resource to our network.