About Us

There’s no doubt that investment and insurance can be daunting. Here at Australian Investment & Insurance Group, we pride ourselves on being able to help you break through the clutter and get on the road to achieving your financial goals.

We have been assisting people just like you achieve their financial goals since 1994. We research and analyse product options suitable for your situation and then present these options to you in a straight forward manner.

Words such as 'investment', 'tax', 'superannuation' and 'insurance' may not be awe inspiring to those outside of this industry, but when you consider these words relate to goals such as 'owning my own home', 'having a secure future for my family', 'being financially free in time to enjoy it', or 'retiring in style', they take on a new meaning.

As a privately owned business, Australian Investment & Insurance Group is not tied to any provider of products or services. This ensures that all our clients receive the most appropriate advice with respect to their goals, objectives and financial requirements.

Australian Investment & Insurance Group holds an Australian Financial Services License No. 226405 and is a Corporate Member of AFA (Association of Financial Advisors Ltd). Our planners adhere to strict guidelines regarding professional conduct and ethics.

 

Our People

We are happy to introduce you to our team of experienced financial advisors and enthusiastic support staff, all of whom are committed to helping you achieve your financial goals.

Richard Anderson

Richard Anderson - Director

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 insurances for protection of assets and aged care strategies.

Peter Solomon

Peter Solomon - Director

Peter has been in the finance advisory sector since 1995. He specialises in strategies for self managed superannuation along with investment and gearing strategies using property, shares, managed funds and tax effective investments.

Andrew Nuske

Andrew Nuske - Financial Planner & Representative

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.

Manoher Soroush

Manoher Soroush - Financial Planner CFP®, BSc, DFP & Authorised Representative

Manny has been involved in the Finance Industry since 1999 and joined the Australian Investment & Insurance Group team in 2007. He is now a Certified Financial Planner® practitioner and member of the Financial Planning Association of Australia (FPA). The CFP® practitioner designation is the global symbol of excellence in financial planning. It is awarded to practitioners who meet high standards of education and experience.

Manny can assist you in structuring your financial planning strategies regarding your superannuation, retirement planning, transition to retirement, investment strategies for your SMSF, personal insurances, and maximising your Government benefits and entitlements, i.e. Age Pension.

Lucy Simeone

Lucy Simeone – Senior Administrator

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.

Kim Buttery

Kim Buttery & Natalie Pearson – Office Assistants

Kim and Natalie will more than likely be your first point of contact when you phone. Kim joined us in 2004 with Natalie joining in 2010. They can help you with a range of queries including:

- Making appointments to see any of our Financial Advisors

- Calculating client portfolio balances

- Organising withdrawals

- Updating client details

- Liaising with Fund Managers

- Taking your details for insurance quotes

- General enquiries

Natalie
Pearson

Please submit your details and we will contact you to confirm the appointment.

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