Brad Berman

Brad Berman Email and Phone Number

Senior Insurance Specialist @ Orbital Life
Dover Heights, NSW, AU
Brad Berman's Location
Greater Sydney Area, Australia
Brad Berman's Contact Details

Brad Berman personal email

n/a
About Brad Berman

Brad Berman is a Senior Insurance Specialist at Orbital Life. He possess expertise in superannuation, insurance, financial services, investments, financial risk and 16 more skills. Colleagues describe him as "Brad is an absolute expert. He not only took the time to understand me and my goals, but also put together a solution that suited everything I asked for. He’s up to date on the latest laws and regulations. And gives timely updates so you are too. Cannot recommend Brad highly enough! " and "Brad is the best in the business, always providing honest and transparent advice. Highly recommend him for all your life and general insurance needs."

Brad Berman's Current Company Details
Orbital Life

Orbital Life

View
Senior Insurance Specialist
Dover Heights, NSW, AU
Employees:
7
Brad Berman Work Experience Details
  • Orbital Life
    Senior Insurance Specialist
    Orbital Life
    Dover Heights, Nsw, Au
  • Experien Insurance Services
    Specialist Adviser - Life And General Insurance
    Experien Insurance Services Mar 2022 - Present
    Sydney, New South Wales, Australia
  • Steadfast Life
    Senior Risk Adviser
    Steadfast Life Jun 2014 - Mar 2022
    North Sydney Nsw
    Steadfast Life are specialists in keeping your life on track. Everyone’s life is unique and that’s why insurance shouldn’t be ‘one size fits all’. As experts in life insurance, Steadfast Life make sure you, your family and your business are protected from the unexpected and have the right cover in place, when you need it most.The areas we specialise in helping clients include:• Personal Life Insurance such as Life insurance, Trauma, TPD, Income Protection • Business Life Insurance including Keyman, Buy/Sell, Guarantor Protection, Business Expenses • Employee Benefits such as Group Life and Salary Continuance Insurancewww.steadfastlife.com.au
  • Steadfast Life
    Associate Adviser
    Steadfast Life Jun 2014 - Jan 2015
  • Priority Planners (Aust) Pty Ltd
    Risk Paraplanner
    Priority Planners (Aust) Pty Ltd Nov 2011 - Jun 2014
    Sydney, Australia
  • Tal
    Adviser Solutions Consultant
    Tal Jul 2010 - Nov 2011
    I look after a group of high net worth financial advisers. Some of my responsbilities include the completion of new business, retention and any escalations that they may have in regard to insurance applications or procedures.
  • Bt Financial Group
    Wrap Platform Consultant
    Bt Financial Group Jan 2008 - Jul 2010
    Within this role I provided support to financial advisers, with regard to insurance, superannuation, investments and technical product knowledge. I was also responsible for handling any escalations, and ensuring they were completed in a timely fashion.
  • Macquarie Bank
    Investment Consultant
    Macquarie Bank Jun 2007 - Dec 2008
    handled queries regarding superannuation and investments from financial advisers and clients.

Brad Berman Skills

Superannuation Insurance Financial Services Investments Financial Risk Financial Advisory Income Protection Life Insurance Wealth Management Risk Management Strategic Financial Planning Wealth Term Life Insurance Critical Illness Pensions Financial Planners Paraplanning Disability Insurance Key Person Insurance Wealth Accumulation Retirement

Brad Berman Education Details

Frequently Asked Questions about Brad Berman

What company does Brad Berman work for?

Brad Berman works for Orbital Life

What is Brad Berman's role at the current company?

Brad Berman's current role is Senior Insurance Specialist.

What is Brad Berman's email address?

Brad Berman's email address is br****@****.com.au

What schools did Brad Berman attend?

Brad Berman attended Kaplan Professional, Kaplan, University Of New England, Western Sydney University.

What skills is Brad Berman known for?

Brad Berman has skills like Superannuation, Insurance, Financial Services, Investments, Financial Risk, Financial Advisory, Income Protection, Life Insurance, Wealth Management, Risk Management, Strategic Financial Planning, Wealth.

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