Wheeling and Dealing

Staff Profile

Hugh Crawford - Director,

Dip F.S. (Broking), FChFP, ANZIIF (Snr Assoc), J.P.

 

  • Personal Insurance (Life, Disability and Trauma)
  • Business Insurance (Succession Planning and Key-person)
  • Superannuation

 

Over 30 years experience as a life insurance adviser and a Life Broker for 18 years.  Hugh has extensive experience in personal estate planning and insurance advice & business insurance advice such as key-person and buy/sell arrangements.  He is very particular about matching client needs to policy wordings.  Hugh has been recognised with Life Membership of Assoc of Financial Advisers.  By invitation, sits on the Advisory Board of a major life insurance company.

Gray Saunders - Director,

Dip F.S.
  • Personal Insurance (Life, Disability and Trauma)
  • Business Insurance (Succession Planning and Key-person)
  • Group Superannuation (Corporate super and group insurances)

Over 20 years experience as a life insurance adviser. Gray has extensive experience in personal estate planning and insurance advice & business insurance advice such as key-person and buy/sell arrangements. Further has extensive experience in corporate superannuation funds and group insurance arrangements. Gray is a member of the Assoc of Financial Advisers.

Jeff Proud - Director. Principal, Capital Wealth Property Services

Dip Bus. Licensed Real Estate Agent
  • Personal Insurance (Life, Disability and Trauma)
  • Personal Insurance (Succession Planning and Key-person)
  • Principal, Capital Wealth Property (Residential property investment consultancy and buyer’s agent)

Over 20 years experience as a life insurance adviser. Jeff is a specialist in business insurance advice such as key-person and buy/sell arrangements. Over 15 years experience in property investment. Founded a property business (Park Heath now Capital Wealth Property Services) in 2000 as an independent advisory service. Jeff is a member of the Assoc of Financial Advisers ans former ACT President National Director.

Megan Oxley - Client Service Manager, Canberra Life & Superannuation

Dip F.S.
  • Client Services (Assisting Life Advisers, production of SOA’s, client communication, co-ordination of insurance provider relationships)

Megan has an extensive background in Client services, with particular emphasis on team leadership. Heading up the support services for the Life Insurance business Megan co-ordinates the preparation of reviews, documentation & organises relevant support from the insurance companies.

Debbie Waite - Client Services , Canberra Life & Superannuation,

Client Services (Assisting Life Advisers, production of SOA’s, client communication, co-ordination of insurance provider relationships) 

Debbie has joined Capital Wealth with extensive overseas experience in the insurance industry. Debbie is responsible for supporting the preparation of reviews, documentation & organises relevant support from the insurance companies.

Tess Johinke - Adviser, Canberra Life & Superannuation

Dip F.S. (Fin Planning)
  • Personal Insurance (Life, Disability and Trauma)
  • Business Insurance (Succession Planning and Key-person)
  • Group Superannuation (Corporate super and group insurances)

     

    With a strong financial services background Tess is an enthusiastic Adviser. Tess can provide advise on Life Insurance, Superannuation and business insurance advice such as key-person and buy/sell arrangements.


     

     

Amber Ozols - Client Services , Canberra Life & Superannuation
Client Services (Assisting Life Advisers, production of SOA’s, client communication, co-ordination of insurance provider relationships) 

Amber has gained experiance in Client services from her background in the real estate industry.  Amber assists with the preparation of reviews, documentation & organises relevant support from the insurance companies.
 
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