A Highly Experienced & Professional Team

The Senior Financial Consultants at Insight Private Wealth are professionals, with formal qualifications in specialist areas, such as:

• Taxation law,
• Retirement planning,
• Chartered accounting,
• Economics,
• Superannuation and self-managed superannuation funds (SMSFs).

Insight Private Wealth also requires our Senior Financial Consultants to attain Certified Financial Planner™ and/or Financial Planning Specialists™ accreditations. These are some of the industry’s most highly recognised certifications.

Our financial planning specialists also undertake ongoing professional development and training. This helps them remain “leading edge” in the personal advice solutions they provide to our private clients.

In addition to being formally and highly qualified, our Senior Financial Consultants have a minimum of 10 years’ experience providing strategic advice and investment management.

This combination of experience and qualifications make our Senior Financial Consultants an invaluable resource especially for those clients with complex needs in taxation planning, superannuation, retirement planning, wealth management and asset protection.