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Personal & Business Insurance Advisory
Services
Mark Sullivan, Mark Bennetts and Scott Dixon are Wealth
Management Advisors who are also responsible for advice relating
to risk insurance. Together, they have over 43 years in Wealth
Management and over 20 years combined experience dealing with
insurance matters and offer a comprehensive ‘protection plan’
utilising the vast resources and product range required to
provide cost-effective tailored solutions.
Collectively, they service the Melbourne, Sydney and Brisbane
offices, managing and advising our new and existing Personal and
Business clients in the specialised area of Life, Total and
Permanent Disability, Trauma, Income Protection, Business
Expenses, Key Person and Business Succession Insurance.
“We are acutely aware of the
under-insurance dilemma facing most Australians and seek to play
a vital role in rectifying this issue”
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