Who we are

Get to know the experienced and passionate people who are all here to help you enhance your financial wellbeing and achieve your goals.

AIA Financial Wellbeing was launched in 2021 as a financial advice business with a goal to help more Australians access affordable, straightforward advice. We understand how financial wellbeing supports your overall wellbeing.
 
Our financial planners are accredited and experienced in helping customers with their financial planning needs, to make confident financial decisions, protect their families and build wealth for the future. Our insurance consultants are friendly, knowledgeable and accredited to provide information and quotes on AIA life insurance products.
 
We are operated by AIA Financial Services Pty Limited, a subsidiary of AIA Australia, under a separate Australian Financial Services License (AFSL). We are guided by AIA’s operating philosophy of doing the right thing, in the right way, with the right people. In upholding our AFSL, we comply with Australian Securities and Investments Commission (ASIC) and all relevant regulatory obligations and standards that protect consumers and ensure we provide advice that is in the best interests of our customers.

Meet the team