Alex Thomaschuetz

Professional Wealth Services Pty Ltd

Silver
18 Yrs Experience
North Sydney, NSW 2060

Greetings,

I'm Alex, and my journey in the Life Insurance industry commenced back in 2002. Working alongside my Father, another Life Insurance Specialist, I developed a profound understanding of its life-altering potential from a young age.

In 2019, I joined PWS, bringing along my extensive experience and insights to enrich the team's capabilities. Over the years, my expertise has spanned group and retail life insurance, delving into policy interpretation, underwriting practices, claims advocacy, and employee benefit programs.

At PWS, I lead the charge in our Corporate Benefits Solution and Referral Partnerships programs. Through strategic collaborations with employer groups and fellow professionals, I ensure that our clients receive top-notch service tailored to their needs.

My forte lies in advocating for clients during claim processes. Drawing from my diverse background in handling group, super default, and retail insurance claims, I prioritise recommending quality contractual definitions, leading to increased success rates for our clients.

Currently, I'm furthering my education with a Graduate Diploma of Financial Planning, driven by my passion for continuous growth and my commitment to providing exceptional service to our clients at PWS.

Warm regards,

Alex

Expertise

  • Insurance Protection

My fees

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

We are happy to discuss fees following a no-obligation initial consultation, at our cost. The initial consultation will allow us to understand more about your financial situation and goals, and we can then determine the scope of work involved and whether fees, commission, or a combination of both are to be charged. Any remuneration we are to receive will be discussed and agreed upon with you prior.

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 2006
  • Years of experience 18
  • Highest qualification
    • Diploma of Financial Services (Financial Planning)
  • Languages spoken
    • English
    • German

Professional Wealth Services Pty Ltd

Suite 3, Level 25, 100 Miller St
North Sydney, NSW 2060

Opening hours

  • 9:00am – 6:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Professional Wealth Services Pty Ltd

AFSL 312047