The name Insight Investment and Retirement Services Pty Ltd was chosen to depict the way in which we aim to have insight into your situation, goals, objectives beliefs and values – so that we can provide a quality solution that meets all your financial needs.
Originally founded in 2001 as Insurance Prescriptions Pty Ltd by my dad, Bill Whitlock, who had extensive experience in the superannuation industry, the business primarily provided advice in the superannuation field. It has since evolved to the provision of full holistic advice for clients and their families.
Joining dad in the business in 2008 was a great privilege for me, after pursuing careers in the IT industry and the Queensland Police Service. It has been wonderful to work alongside him over the past few years.
Prior to commencing work in the financial services industry I completed a Masters of Business Administration through Charles Sturt University. Since joining the business I have completed the Advanced Diploma of Financial Services and other study allowing me to provide advice in relation to ASX listed securities, Aged Care matters, and to Self-Managed Superannuation Funds.
Like my dad, I enjoy meeting with people and assisting them to achieve their goals.
I look forward to meeting with you to discuss and plan for your needs.
Contact Us Today
At Insight IRS we offer all prospective clients a complimentary initial meeting.
Call 1300 551 267 or Email great.advice@insight-irs.com.au