Our staff members – qualifications and relevant experience
Bruce has extensive experience within the insurance industry and accounting and legal profession, providing exceptional outcomes to those industries since 2001 for income protection risk management and personal and commercial litigation support. He has spent three years as an auditor and ten years in commercial accounting for private and publicly listed companies.
Bruce has been involved with various property development projects across the Southern Downs Regional Council (SDRC) and since 2004 has developed various strata titled and freehold properties on multiple development sites. He consults to private companies and has the experience to understand and deal with the issues facing business today.
Bruce is a Chartered Accountant with a Certificate in Public Practice (CA ANZ) and Bachelor of Business (Accounting). He holds a Diploma of Insurance Broking, Grad Cert. in Forensic Studies and Cert IV in Property Services (Real Estate), Finance & Mortgage Broking and Strata Community Management. Bruce is a member of the Finance Brokers Association of Australia (FBAA), A&NZ Institute of Insurance and Finance (ANZIIF) and Certified Member of the Association of Fraud Examiners (CFE).
Adrian has worked in finance roles with global insurance companies for more than fifteen years both locally and overseas. Having started his career servicing the needs of small and medium sized business clients, he then spent twelve years in the UK and mainland Europe working with insurance and financial institutions developing a broad range of skills in business analysis while also being involved with a range of European wide business projects from start-up through to completion stage.
With a complementary blend of experience working in business services and for several insurance companies (including consulting to Claims & Underwriting teams), Adrian is well placed to understand the needs and risks of insurance customers and the ways in which insurance companies think and operate.
Adrian is a Chartered Accountant with a Bachelor of Commerce (Accounting). He holds a Diploma of Insurance Broking, Cert IV in both Strata Community Management and Finance & Mortgage Broking and is a member of the A&NZ Institute of Insurance and Finance (ANZIIF).
Theresa has worked in the finance sector since 2003, within both large and medium organisations progressing and developing her skill set by taking on various roles within the organisations.
Theresa has assisted with the property development area of the business by providing administration support as the projects required it.
Theresa is a licensed Real Estate Agent in Queensland. Theresa has a Diploma of Insurance Broking and Certificate IV in Property Services (Real Estate), Strata Community Management, Finance & Mortgage Broking and Bookkeeping & Accounting. Theresa is a member of A&NZ Institute of Insurance and Finance (ANZIIF).