Expert Advice on Protecting Your Business
Kate Edgar (AR No. 378332) Advisor Profile
Kate Edgar has 14 years experience and is the Executive Director, an experienced financial planner & General insurance adviser. She can help you understand the risks you need to manage and also with all facets of General Insurance, life insurance, superannuation and retirement planning. Kate is a specialists in Indemnity Insurance, Logistics, Medical Practice Insurance and SME.
Kate is a Senior Practitioner Member of the Australian and New Zealand Insurance Institute and as such abides by their Code of Ethics and Rules of Professional Conduct. She has worked in the financial services Industry since 2003 and in 2007 completed her Diploma of Financial Services (Financial Planning). She holds a Diploma of Financial Planning, a Diploma in Mortgages and an Advanced Diploma in General Insurance Broking.
Sue-Ellen Naylor (AR No. 431592)
Sue-Ellen Naylor has 31 years experience in the General insurance industry with vast experience in General Insurance, Workers Compensation, Claims and the management of general insurance. Sue-Ellen heads up our Investment property portfolio from our Perth office.
Lyndon Holland (AR No. 238608) Advisor Profile
Lyndon Holland is a founding member of CBD an expert in Risk Management, an experienced Financial Planner, And a Strategic planning expert, Lyndon Specializes in Corporate Governance , Compliance and Risk. He’s been protecting his clients business success for over 35 years with risk management and advice. He can help you identify your business risks with a review, take action to mitigate your risks and insure against associated risk with a range of options.
Lyndon’s extensive training and experience in Australian industry enables him to take a strategic approach to managing your personal and business risk.
Lyndon is a Senior Practitioner Member of the Australian and New Zealand Insurance Institute and as such abides by their Code of Ethics and Rules of Professional Conduct. He has worked in the financial services Industry since 1983.
A life-long learner, Lyndon has several Adv. Diplomas he is a member of the Risk Management Institute of Australasia, A certified insurance practitioner with ANZIIF, along with his Advanced Diploma of Financial Services (Financial Planning), an Advanced Diploma in Financial Planning (Broking), and a Diploma in Mortgages.
Westcourt 247253
Since 1982, Westcourt has been building an authorised broker network based on the simple principles of honesty, trust, hard work and great service. It’s not fancy.
Westcourt is a part of the Insurance Australia Group and a member of The Insurance Australia Group
IAG
IAG is the parent company of a general insurance group with controlled operations in Australia, New Zealand, Thailand, Vietnam and Indonesia. Its businesses underwrite over $11.4 billion of premium per annum, selling insurance under many leading brands, including: NRMA Insurance, CGU, SGIO, SGIC, Swann Insurance and WFI (Australia); NZI, State, AMI and Lumley Insurance (New Zealand); Safety and NZI (Thailand); AAA Assurance (Vietnam); and Asuransi Parolamas (Indonesia).
IAG also has interests in general insurance joint ventures in Malaysia and India.
Steadfast
In 1996, 43 privately owned insurance brokerages joined forces, united in the belief that quality advice and service were paramount in the insurance industry. With that Steadfast was born, an Australian owned and operated enterprise.
Today we are the largest general insurance broker network in Australia & New Zealand, comprising over 348 brokerages with over 1,200 offices across metropolitan and regional areas.
We are an ASX 200 listed company, a market leader in our industry and an innovator in insurance broking. True to our original charter, Steadfast exists to drive an insurance broker network that provides unique professional services and advice to its clients.
Steadfast generated A$6 billion in sales in FY16 and the group looks after over 2 million policies for Australian and New Zealand businesses.
Lifespan 301227
Lifespan Financial Planning was founded by John Ardino in 1994, and has retained its autonomy since that time and is not owned by a bank, fund manager, or insurance company.
Lifespan remains one of Australia’s largest non-institutionally owned adviser networks and has no ownership links whatsoever with any of the financial institutions which control about 85% of the advice market. Lifespan is 100% privately owned and is free of the vested interests and pressures associated with having institutional parents or shareholders.
Lifespan Financial Planning is a Professional Partner of the Financial Planning Association of Australia (FPA) and a member of AIOFP (the Association of Independently Owned Financial Professionals).
