Toowoomba, Queensland, Australia
I was a life insurance and superannuation specialist with clients ranging from 20 years of age to 82. A financial plan is the easy part, as you can hopefully control the outcomes. When you can't, due to accident or illness, that's when a well structured "Plan B" comes into play. As a risk writer for over 35 years, the plan B's are my expertise, for family cover (written through and funded by super), business cover (key-man & buy-sell), SMSF property purchase or corporate superannuation.
Self employed after a few years in the corporate world, building relationships with referral partners and their clients to ensure these clients receive correct insurance covers should anything upset their financial goals.