Senior Insurance Advisor
Fellow Chartered Financial Practitioner (FChFP), Associated Diploma Life Insurers Association of Ireland, Diploma of Financial Planning
Memberships: Association of Financial Advisers
I have learnt that most people don’t fully appreciate the value of insurance until someone suffers. Premature death, serious illness and injury can, and will, impact our clients and their families.
My responsibility is to help clients make the right decisions about how to structure and manage their financial affairs, and I firmly believe what I do has a significant and positive impact on my client’s lives.
When I first started in this industry over 20 years ago a mentor said to me “your clients will either die too soon or live to retire, either way you need to provide them with a guaranteed outcome”, and he was right.
At Blueleaf, we care about our clients and we also care about each other – we work hard to help our clients achieve their goals and we also work hard to help our people grow. One way we achieve this is through knowledge sharing – by educating our clients and breaking down industry jargon and stereotypes, we help them to make informed decisions about their future.
Providing a secure, healthy and fun environment for my children to grow up in is very important to me. I’m a strong believer in giving back and do my bit by fundraising for Beyond Blue and CanToo as well as supporting a number of other great causes.
Gallagher Benefit Services Pty Ltd ABN 49 611 343 803 an Australian Financial Services Licensee (AFSL 488001)