A brief history.
I was a life insurance agent for Legal and General Life back in 1987!
Re-entered the finance and insurance world in 1996 as a mobile lending manager with BankSA
Became a financial planner with BankSA in 2001
Became a life insurance specialist adviser with OAMPS insurance brokers in 2003..the full circle was complete!
Have been a dedicated life insurance specialist adviser since then.
First line of defence
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Specialist advice
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Independant & un-bias
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What drives me?
Meeting new clients and making a difference
Making clients aware of their risks without pressure
Fixing insurance “Mess-terpieces” I am constantly amazed at what cover people throw good money at for no reason
Providing unbiased and ethical advice
Not being a servant to any insurer or bank
Saving clients premium dollars
MOST importantly, being there at claim time!