Lloyd Levin

Experien Insurance Services Pty Ltd

Gold
17 Yrs Experience
Cremorne, VIC 3121
I am Experien Insurance Service’s Principle Adviser for Victoria. After gaining 12 years’ experience in the South African medical/pharmaceutical industry, I joined the insurance industry in 2006. My client base includes professionals from across the spectrum, while my experience in both healthcare and insurance helps me understand the specific needs of medical professionals and their associated risk exposures, enabling me to develop appropriate strategies that are tailored to the individual’s needs. Providing my clients with exceptional service is my passion and combined with my in-depth knowledge of the market and understanding of client’s needs, I am able to develop the right solutions for each and every client. I am able to offer professional advice on: • Personal Life Insurance (Life, Total & Permanent Disablement, Trauma and Income Protection) • Business Life Insurance (Business Expenses and Partnership insurance)

Expertise

  • Insurance Protection

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 18
  • First year providing advice 2005
  • Years of experience 17
  • Highest qualification
    • Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Experien Insurance Services Pty Ltd

600 Church St
Cremorne, VIC 3121

Opening hours

  • 8:00am – 6:00pm Monday – Friday

Licensed by

Affinia Financial Advisers Ltd

AFSL 237857

4.95
18 Reviews
5
4
3
2
1
5.00
Clear communication
4.85
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 18

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5.00

"Lloyd gave me advice on insurance and always explained things clearly, providing his full attention to get everything sorted for me in a timely fashion. I would definitely recommend him."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Lloyd was very efficient and knowledgeable when it came to recommending insurance for us. He accommodated things to our time including scheduling out of hours appointment which was very nice of him to do so. He was readily available and always answered our questions. Would definitely go with Lloyd again if there was anything else I needed."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Lloyd put my insurance policies in place with great attention to my needs and individual situation. My recent claim process was efficiently and swiftly handled by Lloyd, he kept me update with the status of the process and took care of the detail for a positive result."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Lloyd gave me advice on life/TPD/trauma insurance. I found him very knowledgeable and I feel confident in the policy we set up. He is also attentive and fast to respond."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I put off getting income protection for the first few years of my medical career, confused by the range of options available. Eventually I realised it was a necessity and was fortunate to be recommended Lloyd Levin by a colleague, as he smoothed the path to ensure I had the right insurance for my needs. Within 18 months I was seeking his expertise again after an injury greatly restricted my sitting capacity and ability to work as a GP. Again I was initially put off by the lengthy forms and substantiation required but Lloyd patiently took me me through the forms and dealt with the insurer directly. Thanks to his assistance the claim was successful and I have been able to put time into my rehabilitation and return to work gradually without financial stress. He has continued to support my active claim and ensured I receive maximal benefits. All doctors need income protection early in their career and we all need an advocate like Lloyd to take care of the details."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Lloyd takes care of my existing life insurance. He responds quickly and has a great knowledge of the industry, keeps me up to date and is well organised."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Lloyd is one of the most honest and trustworthy people i know. He is extremely knowledgeable with regard to the insurance market (Life/Income protection etc) He spends a lot of time explaining things and giving reasons for his suggestions. He reviews my insurance annually to ensure that cover is appropriate and that I am getting the best deal (Cover/price) in the marketplace for my circumstances. He keeps me posted with regard to any changes to policy terms and conditions. I highly recommend Lloyd to anyone looking to review their insurance."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Lloyd has become a trusted advisor to me personally and many of my clients who I have referred to him over more than a decade. His knowledge in his area of expertise and ability to articulate this in a professional and concise manner provides comfort and confidence."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"being young it was hard to understand the value of insurance, Lloyd made it easy and found the most appropriate cover suited to my circumstances"

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Lloyd has been great throughout the whole process of obtaining insurance for me and my wife. He is very thorough, knowledgeable and easy to understand. He was keen on providing me with the most suitable policy for the best price. I have recommended Lloyd to 2 of my friends."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 18

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection

Qualifications & Training

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Mentor Education
Completed
2007

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
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