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Tagline Professional Services & Technology Solutions For Busy Professionals
Professional Services & Technology Solutions For Busy Professionals
Chris Fellas isn’t afraid to get his hands dirty… from sales to process improvements to new software developments to taking out the garbage, he is a hands-on leader and CEO.
Anthony Lyon started his career as an accountant… but after six years in the industry he realised he wanted to do more than just lodge tax returns.
“I do what I do because I played a lot of rep footy growing up and Rugby League was all I ever wanted to do as a career. Injury and bad advice ruined my chances...
Tyrone Dutt always wanted to be a lawyer, but what he thought a lawyer would do and the actual practice of law were very different. Far from the glamour of law we see on TV,
Andrew Wardle brings 26 years of global banking experience to the Insight Board. He has experience across the full breadth of global investment banking.
When it comes to organisation, Elizabeth Mayers is a gun. She keeps things ticking at Insight and holds the team accountable for following team processes.
With clients at all stages of life, from young professionals to retirees, Ry is adaptable to whatever situation his clients are in.
Karen's role brings together her expertise in financial strategy and a passion for quality client management. With a long background in financial planning, Karen is ideally placed to provide Insight clients with quality financial advice – and solutions.
“I have a huge fascination with financial markets, and I love being able to help people, so I really enjoy working at that intersection of people and finance.
When I began working in the industry, I realised that this was such valuable information that everyone should have. And I really enjoy helping people by sharing that knowledge, advising clients on best strategies and helping them achieve long-term financial goals.”
Karen’s financial expertise stems from an initial degree in Business Analysis, reinforced with further studies in financial planning and financial business management. Since her first role with a boutique wealth management company, Karen has enjoyed building long-term relationships with clients – and solving problems.
“I enjoy meeting clients, finding out what they want and getting stuck into strategy. And then when I can retain those client relationships over time and see them reach their financial goals, it’s very satisfying.”
Karen’s people skills stem from a lifelong love of travel… and new encounters. She had an eclectic childhood growing up in Papua New Guinea, Guam and Christchurch. She moved to London aged 20. And she’s travelled widely in Europe, Asia and America.
“I think I have a good rapport with people. And I also have a love of learning, which I get to indulge personally - with travel - and professionally.”
Now Karen is looking forward to new horizons with Insight and to offering her expert financial planning skills to our valued clients.
Sandy joined Insight in 2017 after more than 20 years of working in China as a commercial accountant.
Calvin Chung’s job is all about making life easier for the compliance managers and financial advisers he supports. That frees them up to spend more time working with clients and delivering an exceptional service.
Eldar Yilidaer studied data analytics at university and now uses that skill to code the software used by financial advisers to improve their efficiency… and generally make their lives easier.
As Insight’s Adviser Support, Thomas is super organised. He deals with all facets of admin within the company, including filing, scanning, printing and helping establish compliance reports through XPLAN.
Nisha is a Chartered Accountant with 10 years of experience working in public practice. Nisha brings with her a wealth of knowledge in all things tax and accounting.
Umesh is one of our accountants at Insight Tax Partners. Umesh has completed a Bachelor of Commerce (H) and an MBA in finance. He has a deep knowledge of accounting with 9 years of experience in the area.
Umesh is diligent and goal-oriented, he loves to have a deadline and to complete clients' work in a timely manner. His work ethic is unmatched and he is committed to delivering the best outcome for all of our clients.
In his free time, he loves to listen to music and read sacred books.
As Mortgage Broker, Geeta represents the lending arm of the business. She helps clients with all their loaning needs, including home loans, business loans and commercial lending.
60 York Street
Sydney NSW 2000
333 Collins Street,
Melbourne VIC 3000
02 9181 3431
03 9620 9858
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