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 personalestate planning and insurance advice & business insurance advice such askey-person and buy/sell arrangements.Heis 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, Park Heath
Dip Bus. Licensed Real Estate Agent
Personal Insurance (Life, Disability and Trauma)
Personal Insurance (Succession Planning and Key-person)
Principal, Park Heath (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 Park Heath in 2000 as independent advisory and operates the Park Heath business unit of CFS. Jeff is a member of the Assoc of Financial Advisers, former ACT President National Director.
Matt Alaimo - Finance Manager, Canfinance
Cert IV F.S. (Finance & Mortgage Brokering)
Finance Manager (Residential home loans, leasing, hire purchase, deposit guarantees, car and personal loans, business loans debtor finance and commercial property finance)
Matt has more than 10 years experience in the finance industry both as a broker and in management roles. Matt is responsible for the operations of CanFinance, which is a full member of MFAA and a Licensed Finance Broker. CanFinance provides a full service finance broking service with access to a wide range of products and finance providers. Industry expertise delivers creative finance structuring together with appropriate product identification.
Mortgage & Finance Broker (Residential home loans, leasing, hire purchase, deposit guarantees, car and personal loans, business loans debtor finance and commercial property finance)
Tania has experience as a Business Owner & Property Investor brining unique skills to her advice. Previously a Finance Broker specialising in Vehicle & Equipment Finance, Tania is furthering her career by expanding into Mortgage Lending as well.
Ben Hanson - Broker Manager, Canberra Insurance Brokers
General insurance Manager (Property and commercial insurances, liability, Worker’s Compensation, Directors and Officers etc)
Ben is a qualified Tier 1 compliant General Insurance Broker. In 2005, having worked for over 4 years in China with large tertiary and corporate interests, Ben commenced work with an Australian Commercial Insurer and progressed quickly to account management and underwriting positions in Canberra and southern NSW. Ben assumed the role of General Insurance Broker Manager at CIB in June 2008 and applies his expertise in Insurance, Risk management and business to manage the general brokerage staff and enhance the professionalism of Canberra Insurance Brokers.
Sue Whiteside - Senior Account Manager, Canberra Insurance Brokers
Account Manager (Property and commercial insurances, liability, Worker’s Compensation, Directors and Officers etc)
Sue is a qualified Tier 1 compliant General Insurance Broker. Sue commenced her career in 1989 & brings extensive claims management & interstate transaction experience to CIB. Sue joined CIB in 2006 & is responsible for managing relationships for a broad range of CIB’s business clients.Sue is proficient in providing a service and the relevant products for her clients needs and has the experience and knowledge to meet most issues clients face in managing risk within their businesses.
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.
Tess Puddick - Client Services, Canberra Life & Superannuation
PS 146, RG 146
Client Services (Assisting Life Advisers, production of SOA’s, client communication)
Tess recently joined CLS from a stockbroking support background. Having completed relevant education Tess is undertaking a Bachelor of Business Degree. Tess is an enthusiastic addition to the CLS team with relevant experience delivering support to Advisors & account management.
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 CLS 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.
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.