Insight Investment Partners Dealer Group, also known as IIP, is a forward-thinking financial services firm based in Sydney, Australia. Established in 2009 as a self-licensed financial planning practice, IIP has evolved over the past decade to prioritize technology as a key driver of success. With a focus on delivering quality advice to clients, IIP takes a pragmatic approach to financial services, always putting the needs of clients first. The company has commercialized its own technology to provide financial advisors with an end-to-end solution, making the advice process more affordable for clients and efficient for advisors.
Led by Managing Director Anthony Lyon and Director Christopher Fellas, IIP boasts a team of experienced Responsible Managers with over 40 years of combined experience in operating a compliant AFSL and financial planning practice. The company’s philosophy revolves around staying ahead of industry changes, implementing systems and processes to lower the cost of formulating advice, and fostering a collaborative environment where advisors can share ideas and improve practices. IIP’s commitment to simplicity is reflected in its streamlined approach to technology, offering a single solution that covers all aspects of practice management efficiently.
By digitalizing its services and providing flexibility for advisors to work from anywhere, IIP aims to redefine the value it brings to the financial services industry. Whether working with a single advisor or a practice with multiple members, IIP offers comprehensive support in compliance, technology, and operational efficiency. Through weekly emails containing case studies, industry statistics, and advice on increasing practice efficiency, IIP strives to empower advisors to make informed decisions and enhance their service delivery. Joining Insight Investment Partners Dealer Group is positioned as a transformative decision for financial advisors looking to elevate their practice and drive sustainable growth.