We tell you exactly how it is, drawing on our professional knowledge. We’re don’t shy away from hard conversations because we know they’re the most important ones you’ll ever have.
Managing Director & Insurance Specialist/Adviser
Speciality: Business Insurance and Succession Planning
I lead the team with over two decades of Life Insurance experience and find fulfilment in providing business owners with professional advice that helps them in their hardest times. After facilitating more than $47 million dollars in claims, I know the difference the right insurance makes.
I take a personal and friendly approach, aiming to educate and empower you to make well-informed decisions about your financial future. So you can keep yourself, your business, and your family safe.
My own family is incredibly important to me and – given the chance and some good weather – you’ll find me boating and fishing with the family around the great waters of Moreton Bay.
Member of Association of Financial Advisors (AFA) for almost 20 years before merging and retaining membership with Financial Advice Association Australia (FAAA).
Chair of the Million Dollar Roundtable for 3 years.
Member of Adviser Boards for OnePath, Zurich, AIA, and other industry boards, helping shape the landscape to benefit clients, advisors, and insurers.
Trustee for AFA’s Investment trust until 2021.
Member of the Board for Parkinson’s for 3 years.
2024 Wealth Adviser Leadership Award Winner
2022 Millennium 3 Professionalism Award, Finalist
2022 Millennium 3 Risk Adviser Award, Finalist
2021 Millennium 3 Professionalism Award Winner
2019 Millennium 3 Professionalism Award Winner
2019 & 2018 Millennium 3 Practice of the Year Award Winner
2018 Millennium 3 Community and National Professionalism Award Winner
2017 Millennium 3 Foster Martin Award Winner
2017 Millennium 3 Risk Adviser of the Year, State Finalist
2017 Millennium 3 Business Innovation and Excellence, Finalist
2017 Millennium 3 Community Award, National Finalist
2015 Millennium 3 Outstanding Performance of the year Winner
2015 Association of Financial Advisers (AFA) adviser of the year, Finalist
2014 Association of Financial Advisers (AFA) Adviser of the Year, Finalist
2014 Millennium 3 Risk Adviser of the Year, State and National Winner
2013 Millennium 3 Risk Adviser of the Year Winner
Client Service Officer.
Specialty: Claims Liaison & Policy Administration
I’m at my best when I can lighten the load for a family, after life has thrown them a curveball. I know how important and urgent financial support is, so I do my best to work with our insurers to deliver the necessary funds as quickly as possible.
As well as claims, I support the team with policy administration so they can focus on what they do best: helping you protect what matters most to you and your family.
Family is always my priority. I also love to garden and make sure to take time to smell the roses (though I am a champion grower of gardenia’s).
Advice Manager
Specialties: Advice Preparation and Underwriting
With over 23 years experience working with clients and advisors, I’m well-equipped to ensure our clients move through the advice and underwriting process efficiently to get business and families protection in place as soon as possible.
Outside of work, I love family time, tinkering around my house and garden. But the best way for me to start the day is always my walk in the morning with our border collie, Polly.
Specialty: Claims Liaison & Policy Administration
Mich is a solutions-driven professional with a Bachelor of Science in Business Administration and a passion for helping people. Having been part of the team for over three years, she assists with the preparation of advice documents, claims management, and the implementation of new insurance cover, helping ensure clients receive timely support and exceptional service.
Outside of work, Mich enjoys playing badminton and travelling, embracing opportunities to explore new places, experience different cultures, and take on new challenges with curiosity and enthusiasm.
Customer Success
Specialty: Claims Liaison & Policy Administration
I bring the glamour and warmth to the office and greet everyone with a hug. I keep the office stocked and all of the team caffeinated, fed, and supported. I make sure the office is welcoming for all of our clients and put together our client gift baskets.
I love being with family, friends and especially my grandchildren.
If you want to work with expert insurance advisors who genuinely care about the financial security of your business and family, reach out. We’ll show you how we can help you navigate life with ease.