Bernard Maughan Email and Phone Number
Bernard Maughan work email
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Bernard Maughan personal email
Bernard works with ambitious business owners, directors and key executives to protect their assets and the people they care about, at work and at home.His experience spans senior roles in the Life Insurance and Financial Planning industries, including Board and C-suite positions, hands-on executive management and operations experience, and involvement with Mergers and Acquisitions.Bernard's career in Life Insurance and Wealth Management has enabled a broad understanding of the financial advice industry and specialised knowledge of how life insurance can be applied to solve future problems for businesses, their owners and the people they care about most - their families and key employees.Skills: Estate Planning, Business Succession Planning, Life Insurance, Health Insurance, General Insurance, InsurTech, FinTech, Start Ups, General Management, Financial Services Distribution, Business Development, Compliance, Sales Management, M&A Integration, Marketing, Recruitment, Training & Development, Financial Planning, Asset Allocation, Collective Investment Schemes, Unit Trusts, Superannuation, Life Insurance Claims
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PartnerQa Insurance Pty Ltd Feb 2019 - PresentBrisbane, Queensland, AustraliaHelping 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.
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Course Convenor & Online Lecturer, School Of Banking & FinanceUnsw Mar 2022 - PresentSydney, New South Wales, AustraliaCourse Convenor and lecturer for InsurTech Applications course of the UNSW Master of Financial Technology Degree (Online) -
Lead ConsultantF3 Consulting Services Jan 2010 - Feb 2019Sydney, AustraliaPovided 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 Lead Consultant of F3 Consulting Services, provided training and development, coaching and business consultancy services in the Financial Services sector.
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Director And Responsible ManagerLime (Aust) Pty Ltd Aug 2016 - Jun 2018Sydney, AustraliaLime 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 business, and developed a go to market strategy to relaunch into the Australian market. The company was sold in June 2017 and was retained as a Director and Responsible manager though the handover period.
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Senior Financial ConsultantProfessional Investment Advisory Services Pte Ltd Jan 2013 - Aug 20166 Shenton Way, Tower 2, #09-08, Singapore 068809Served 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 -
Vice PresidentOcbc Bank Oct 2010 - Dec 2011SingaporeWealth 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. -
Ceo DesignateReliance Capital Jun 2009 - Oct 2009SingaporeCEO Designate, hired to evaluate market entry strategy, operational plans and sales and marketing strategy. -
Vice PresidentAia Jan 2008 - Jun 2009Aia SingaporeRecruited 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 -
Ceo, Company Director & Responsible OfficerProfessional Investment Advisory Services Pte Ltd Jul 2003 - Dec 2007SingaporeThis 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 representatives and 38 staff. Developed and cultivated a unique culture imbued with client-centric values and a desire to be the first choice for advisors and their clients.Turned around the loss making business within 2 years, increased turnover by more than 1,000% and grew share-holder value over 400%.
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Group Manager, InsuranceCentrepoint Alliance May 1999 - Jul 2003AustraliaAt 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 referral model by recruiting and training life broker and risk specialists, and educating accountants about the life-risk management, business succession and estate planning needs of their clients. -
Consultant To ManagementMgd Apr 1998 - Apr 1999Brisbane, AustraliaAt the time calld Managed Financial Services Pty LtdRestructured the operations & sales management processes of the Insurance Division to increase sales and drive operational efficiency -
Financial AdviserAssociated Planners Limited Apr 1995 - Apr 1998Sydney, Nsw, AustraliaAdvised individuals, business owners and executives, family trust and retirement fund trustees, working with their legal advisers and accountants to provide a holistic service. -
National Training & Compliance ManagerTal Australia Aug 1994 - Apr 1995Sydney, AustraliaThen 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 -
Regional Sales ManagerTal Australia Feb 1992 - Aug 1994Sydney, AustraliaThen 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.
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ConsultantQuotel Pty Ltd Jan 1991 - Jan 1992Sydney, AustraliaManaging 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.
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Sales SupportOccidental Life 1988 - 1991Sydney, AustraliaGraduate Development Programme, Sales Support, Sales Manager
Bernard Maughan Skills
Bernard Maughan Education Details
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Master Of Business Administration (Mba) -
Bachelor Of Arts (B.A.) -
St Georges College, Harare, ZimbabweA Levels In Economics, English Literature And Geography
Frequently Asked Questions about Bernard Maughan
What company does Bernard Maughan work for?
Bernard Maughan works for Qa Insurance Pty Ltd
What is Bernard Maughan's role at the current company?
Bernard Maughan's current role is Business Risk and Life Insurance Specialist.
What is Bernard Maughan's email address?
Bernard Maughan's email address is be****@****.com.sg
What schools did Bernard Maughan attend?
Bernard Maughan attended Kellogg-Hkust Executive Mba, The University Of Hull, St Georges College, Harare, Zimbabwe.
What are some of Bernard Maughan's interests?
Bernard Maughan has interest in Snow Skiiing, Water Skiing, Scuba Diving, Cycling, Mountain Biking, Golf, Triathlon.
What skills is Bernard Maughan known for?
Bernard Maughan has skills like Strategy, Business Development, Financial Services, Management Consulting, Investments, Wealth Management, Portfolio Management, Management, Business Strategy, Insurance, Financial Advisory, Mergers And Acquisitions.
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