Having had experience in the finance advisory sector since 1991, Richard advises on wealth creation strategies through a range of options including investments, superannuation and retirement planning.
He also advises on personal insurance for protection of assets and aged care strategies.
Senior Financial Planner
After completing a Bachelor of Accountancy, Andrew has a Diploma and an Advanced Diploma in Financial Services. Andrew has been in the industry since 1998, and advises in super, risk, investments, retirement and wealth creation planning.
Head of Administration
If you want to know anything about Australian Investment and Insurance Group, you need only speak with Lucy. Having been in the industry since 1988 and joining us in 1997, Lucy is a wealth of knowledge.
Lucy handles quoting and queries regarding Life Insurance, Investments or Superannuation along with assisting in the admin area and helping with general enquiries.
Business Development Manager
Coming from a background of 15 years in Elite sport and coaching, Matteo commenced working in the Australian Financial Planning industry in 2016 after obtaining his DFP and ADFP in Melbourne.
Matteo is very passionate in guiding advisers in establishing their own financial planning practice as well as supporting them in the day to day tasks in order to comply with the new regulations and industry changes.
Matteo is also working in improving the current dealer group offering as well as the AIIG systems and processes in place in order to provide advisers with all the support they need to run a successful financial planning practice.
Out of working hours Matteo is also very dedicated to his passion for cycling and sport in general.