Bernard Maughan Email & Phone Number

Brisbane, Queensland, Australia

Helping business owners, directors and senior executives protect their assets and the people they care about, at work and at home with life insurance, income replacement and succession strategies.

Sydney, New South Wales, Australia

Course Convenor and lecturer for InsurTech Applications course of the UNSW Master of Financial Technology Degree (Online)

Sydney, Australia

Povided consultancy, coaching and training through F3 Consulting Services.F3 Consulting Services was a boutique management consultancy that provided sales management and business development services to grow sales and reduce costs. The business aimed to add value by positively impacting the bottom line of businesses in the financial services industry.As.

Sydney, Australia

Lime Australia provided a unique insurance offering that aimed to enable people and businesses to take control of their insurance needs themselves. Run entirely online, Lime offered customers the opportunity to source qualified advice without the need to talk to anyone and in the complete privacy of their home or office.As CEO, managed all aspects of the.

6 Shenton Way, Tower 2, #09-08, Singapore 068809

Served the needs of Senior Executives, Professionals, Business Owners, and their families; providing sound comprehensive financial analysis, advice, and decision execution in the areas of Personal Financial Planning, Business Succession, Wealth Management, and Insurance.Earned Platinum Adviser and High Achiever status for sales in this role

Singapore

Wealth Advisor, specialising in bancassurance, tasked with growing revenue through the Premier Banking arm of the Global Consumer Financial Services group of the bank. Presented to large and small customer groups, ran training and development and promoted the bank's HNW insurance products internally and externally.

Singapore

CEO Designate, hired to evaluate market entry strategy, operational plans and sales and marketing strategy.

AIA Singapore

Recruited to set up and run a new subsidiary of American International Assurance (AIA) as part of the drive to enter new market segments in Singapore and Hong Kong

Singapore

This company was a subsidiary of Professional Investment Holdings Group, owner of one of Australia's largest financial advisory companies, Professional Investment Services. Transferred to Singapore to run the subsidiary. Over the next 4 and a half years he grew the business to become Singapore's 2nd largest Licensed Financial Adviser with 338.

Australia

At the time called Professional Investment Services Pty LtdRecruited to integrate life insurance into the suite of products provided by PIS. Responsible for growing the in-force Life Insurance Premium from $500K to $60M, and was heavily involved in the integration of M&A targets IFMA and Blueprint to achieve this aim. Helped grow the insurance business.

Brisbane, Australia

At the time calld Managed Financial Services Pty LtdRestructured the operations & sales management processes of the Insurance Division to increase sales and drive operational efficiency

Sydney, NSW, Australia

Advised individuals, business owners and executives, family trust and retirement fund trustees, working with their legal advisers and accountants to provide a holistic service.

Sydney, Australia

Then called Tower LifeDeveloped the first Training and Compliance position at Tower Life, working closely with Tower's General Management, Legal Counsel and product management team to integrate new compliance requirements into product collateral and training programs

Sydney, Australia

Then called Tower LifeManaged Northern NSW, driving recruitment, training and business development efforts to meet sales targets. Detailed product knowledge, a consultative approach to business development and innovative training methods increased penetration of Tower products throughout the market.

Sydney, Australia

Managing sales and operational aspects of this insurance Master Agency. Sold and installed product comparison software to General Insurance Brokers across NSW and Queensland, and worked with them to open opportunites for life insurance referrals.

Sydney, Australia

Graduate Development Programme, Sales Support, Sales Manager

Master Of Business Administration (Mba)

Bachelor Of Arts (B.A.)

A Levels In Economics, English Literature And Geography