© 2016 By Australian Financial & Insurance Services Pty Ltd. Lic. No 235 369

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*Disclaimer

Any advice in this publication or website is of general in Nature only and has not been personally tailored to your circumstances objectives or expected outcome, please seek personal advice prior to acting on this information or please contact Australian Financial & Insurance Services Pty Ltd.

© 2016 By Australian Financial & Insurance Services Pty Ltd. Lic. No 235 369

PROFESSIONAL . COMMITTED . EXPERTISE

PROFESSIONAL . COMMITTED . EXPERTISE

Australian Financial & Insurance Services is a family owned business located in South Morang.

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.

Anthony Fernandez
Administration Officer

Anthony holds over 30 years experience within the Financial Services Industry and has been working with Australian Financial & Insurance Services for 25 years. He recently changed roles from being a Financial Planner and is now one of our . 

Anthony enjoys contributing to his community, he is a longtime standing member of the St Kilda Football Club and The Rotary Club of Manningham.

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.