With over 20 years’ experience in the insurance industry, Lisa prides herself on delivering friendly, prompt and professional service to all clients regardless of the size of their business. She has successfully held long-term client relationships, some for over 15 years. Lisa works closely with her clients and involves them in the strategy and placement process of their insurance programs. Lisa’s specialty is designing bespoke insurance and risk management programs for high-end SME clients.
Lisa’s interests are her family, doggies and friends. Lisa enjoys music, bands, festivals and is keen to learn bass guitar (one day!..). Fitness and spirituality are also important to Lisa, good health, a good mind and belief system allows for an excellent attitude to life.
Authorised Representative No. 388083
d: (07) 3174 5013
m: 0405 219 861
f: (07) 3174 5014
I have over 15 years experience working in the insurance industry. I have had many roles throughout my experience, from claims to broking.
I strive to deliver exceptional customer service and assist clients to find the best insurance products to meet their requirements. I think of myself as a conscientious, reliable and well organised person and have a driven ambition to learn and grow in this evolving industry.
When I am not working I like to spend time with my family and friends enjoying good food and wine, travelling and running to keep fit.
d: (07) 3174 5012
Kate has over 20 years in the finance industry with 10 years in insurance and 5 years as a financial lines underwriter. Kate’s previous employment was with Deutsche Bank AG, Goldman Sachs JB Were and Chubb Insurance Company of Australia Limited. Kate is currently learning French and enjoys travelling and cooking.
Authorised Representative No. 1008308
d: (07) 3174 5015