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.