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.
Matt Alaimo - General Manager and Finance Manager, Capital Wealth Finance and Mortgage Broking
Cert IV F.S. (Finance & Mortgage Brokering)
Finance and Mortgage Adviser (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 Capital Wealth and the Finance/Mortgage Broking Services, Matt is a full member of MFAA and a Licensed Finance Broker. Capital Wealth Finance Brokers 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.
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 Capital Wealth Insurance Brokers in June 2008 and applies his expertise in Insurance, Risk management and business to manage the general brokerage staff and enhance the professionalism of Capital Wealth.
Stuart Russell - Senior Account Manager, Canberra Insurance Brokers
ANZIIF Senior Associate (CIP) Dip. F.S. (Brok)
Account Manager (Property and commercial insurances, liability, Worker’s Compensation, Directors and Officers etc)
Stuart commenced his Insurance career in 1990 and brings extensive claims management as well as Portfolio Management to Capital Wealth. Stuart joined in 2009 and is responsible for managing relationships for a broad range of Capital Wealth's commercial clients.Stuart is proficient in providing both service and appropriate products for his clients needs and has the experience and knowledge to assist with the challenges in managing clients business risks.
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.