PROFESSIONAL . COMMITTED . EXPERTISE
PROFESSIONAL . COMMITTED . EXPERTISE
Australian Financial & Insurance Services is a family owned business located in Mernda.
The business was established on the basis to create tailored solutions that will achieve your financial goals, everything we do is about that commitment, from understanding your financial needs to the development of a close partnership and plan to successfully achieve them.
Australian Finance & Insurance Services is one of Melbourne’s lifestyle financial planning groups seeking strong ongoing relationships with their clients throughout every life-stage, giving us the experience, strength and commitment to be a dynamic force in the Australian financial advice market. We are members of the Association of Financial Advisers and Financial Planning Association of Australia.
Speak to one of our dedicated advisers available to work with you towards achieving your individual financial goals.
MEET THE TEAM
Patrick Byrne
Senior Planner & Licensee
Patrick Byrne is the Managing Director and Licensee of Australian Financial & Insurance Services Pty Ltd.
As one of our dedicated Financial Planners Patrick has over 30 years experience within the Financial industry.
Outside of the office Patrick always has his hands full spending time with his 8 Grandchildren.
Damian Byrne
Financial Planner
Damian began working for Australian Financial & Insurance Services as the administration officer before deciding to pursue a career as a Financial Planner giving Damian over 10 years experience within this industry.
Damian enjoys spending his spare time with his family and friends as well as spending time at the gym .
Tracy Viola
Financial Planner
Tracy is a qualified Financial Planner, dedicated to helping her clients achieve their financial goals and securing their future. She has been able to build herself a clientele base that has high regards for the services she offers.
Outside of work Tracey dedicates her time to her children and spending her spare time with friends and family.
Scott McConnell
Financial Planner
Scott brings over 20 years of experience in forward facing customer service. Receiving many awards for excellence and performance, his passion and professional approach to help people achieve their goals is second to none. Scott is a qualified professional Financial Planner.
Scott strives to give extensive business knowledge and impressive personal skills to communicate this new industry that to become an asset to AFIS and the needs to our clients.He is a very proud father of two sons and realises the importance of achieving financial security and goals for families.
Scott enjoys motorcycle riding, football, and spending quality time with family and friends.
Dorothy Byrne
Accounts Manager
Dorothy has been with our company for over 30 years.
As a qualified accounts officer, she holds extensive bookkeeping experience and has helped mould the business in to what it is today.
Dorothy enjoys spending time with her family.
She is a supportive and loving Wife, Mother and Grandmother.
Jake Daly
Administration Manager
Jake joined us in July of 2019, he has completed a Bachelor of Business (marketing) at Latrobe University and aspires to eventually join us as a financial planner.
Jake enjoys spending time with his family and is an avid Liverpool supporter.