Andrew Proudfoot profile photo

Andrew Proudfoot

Protect & Govern

Gold
17 Yrs Experience
Brisbane City, QLD 4000

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

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

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
  • Highest qualification
    • Master of Taxation and Financial Planning
  • Language spoken
    • English

Protect & Govern

Central Plaza 1, Level 23, 345 Queen St
Brisbane City, QLD 4000

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Bombora Advice Pty Ltd

AFSL 439065