Subscribe to be notified for updates: RSS Feed

AIIS was founded in 2003 with one primary mission; To ensure our clients achieve their financial goals within their nominated timeframe, with as little risk as necessary.

Hand in hand with our primary mission, we aim to achieve a number of additional key objectives for our clients.

  • To help clients define, track and achieve their goals
  • To help our clients get financially organised and stay financially organised
  • To source quality products and services that enable our clients to achieve their financial goals
  • To deliver a consistently high level of service across all divisions of our business
  • To provide our clients with useful and timely information in relation to financial matters
  • To provide an ongoing review service that ensures that we protect and grow our clients’ wealth

With this in mind, we have developed a range of services to help everyone achieve their financial goals. In addition, we have designed a number of tools to help our clients organise and understand their finances better. Whilst our services are aimed at individuals with investment objectives in mind, our services extend to far more than investment advice. We have tools and services to analyse almost any financial product, and assist in determining the suitability of these products for each of our clients.

By all means, please call the office for more information or to discuss your own personal circumstances.

Meet the Team

Joel De Shannon

Managing Director

Joel is the founder & Managing Director of AIIS Finance, AIIS Property and AIIS Wealth Management. After completing his studies he began working in the property and finance sectors in 1997 before launching the AIIS brand in February 2003. Today, Joel is a happily married proud father of three children. When he is not assisting families with structuring and implementing their financial objectives he is most likely to be found perfecting his short game on the golf course, playing soccer with his mates, watching a replay of the Wests Tigers 2005 Grand Final win or relaxing at the beach with the family.

MFAA_credit_adviser (2)

d

Danielle Ivers

Lending Specialist

Danielle is our residential lending specialist with over 13 years of banking and finance experience, responsible for helping clients achieve their goals with respect to consumer and investment lending. Danielle enjoys helping clients source the best possible lending solution and is tenacious in her commitment to making sure that clients achieve their desired outcome. From purchasing a new home or investment, reviewing an existing loan or helping clients understand what is required in preparation for their first purchase, Danielle is the best credit advocate a client could hope for. Having access to over 30 lenders and hundreds of different products, Danielle’s wealth of experience and enthusiastic commitment to exceptional customer service ensures that you are in the safest of hands.

MFAA_credit_adviser (2)

Copyright 2016