Our focus is to engage advisers and licensees at state level to support their advice based, business growth objectives and secure tailored insurance solutions for their clients. Our team is responsible for product and technical support, sales and strategy ideas, business completion support and connecting you with the right people in underwriting, administration and claims.
Cameron Robertson - BDM
Mobile: 0410 516 957
Cameron has worked as a Financial Adviser for the past seven years with both Westpac and Commonwealth Bank. Cameron is passionate about financial planning and understands its importance to ensure clients have the financial peace of mind they desire.
Cassy Mazzoleni - BDA
Phone: 0436 945 120
Cassy has worked in the industry for over eleven years supporting advisers and their clients. In the past Cassy has worked for Professional Investment Services and other small financial planning boutiques across Brisbane.