Andrew provides strategic life risk insurance, succession advisory and consulting solutions, and has 16 years experience as a financial planner and life insurance specialist.
Prior to founding Protect & Govern, Andrew was Head of Advice Succession & Claims at Personal Risk Professionals (PRP) and previous to that, Director of Risk & Succession at MGD Wealth Ltd. He has held holistic wealth management and life risk specialist advisory positions with NAB & Suncorp. In the past 6 years alone (to June 2023), Andrew successfully triaged over $15Million in successful disability, critical illness and life insurance claims for clients and their loved ones with a 99% claims success/approval rate.
Andrew holds a Masters Degree in Taxation & Financial Planning (UNSW), a Bachelor of Laws (LLB - UQ) and a Bachelor of Economics (UQ). He is also a part-time MPhil research candidate at the NICM Health Research Institute (WSU) where he is studying endometriosis and insurance medicine to improve coverage/claims outcomes for women in insurance markets across Australia & New Zealand. Andrew’s empathy, passion, and expertise, coupled with unique relationship and project management skills is what drives the solution set he provides to referrers and clients.
Specialist skills:
- Business life risk protection strategies – integrated buy/sell and key person insurance solutions for business owners and their stakeholders
- Group Insurance consulting (life, disability and salary continuance) for SMEs/Corporates/Trustees and their people
- SMSF member coverage and fund liquidity strategies
- Financial estate / business succession planning, consulting and triage
- Strategic personal life risk insurance management – life, trauma, disability and income protection
- Claims management
- Expert witness services (advice, life insurance and claims)
- Insurance and Education Bonds
Expertise
My fees
Fee charging and/or potential waiver arrangements will typically be agreed with you via an engagement letter prior to commencement of work. A Statement of Advice will be prepared to confirm in writing any advice to be given.
At a glance
- Adviser status Gold
- First year providing advice 2007
- Years of experience 17
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Highest qualification
- Master of Taxation and Financial Planning
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Language spoken
- English
Protect & Govern
Central Plaza 1, Level 23, 345 Queen StBrisbane City, QLD 4000
Opening hours
- 8:00am – 5:00pm Monday – Friday
Licensed by
Bombora Advice Pty Ltd
AFSL 439065