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Recognised as a leading personal insurance professional, our Personal Insurance Subject Matter Expert (SME) is currently appointed to the Life Insurance Framework Working Group which is guiding the Australian Securities and Investments Commission on the Hayne Royal Commission reforms.
A member of our fully integrated team of experts, our Personal Insurance SME's role involves assessing the risks to each client’s plan and reviewing all personal insurances held for appropriateness. Our Personal Insurance SME is an expert in life and disability insurance with almost 20 years’ experience, and is trusted with senior industry leadership roles as demonstrated by their appointment to 12 consultative panels, advisory boards, committees and working groups over the past 14 years.
His professional accreditations include Estate Planning Strategist, Life Risk Specialist, and Certified Financial Planner.
Please contact us if you would like information about our Personal Insurance SME.