Curtis David Email and Phone Number
Curtis David work email
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Curtis David personal email
My goal starting out as an Adviser was to help people put the best plan in place that financially protects and supports them should the worst occur, removing the uncertainty away; so that they can concentrate on living their best. This hasn’t changed after over 14 years.With Certe growing, my role has evolved to also be a senior leader in the business, developing a strong collaborative team, achieving key client focused outcomes. Having experience across key aspects of the business has helped Certe exceed its objectives. These aspects include having a sound understanding of the insurance advice, implementation and claims process, being adept in understanding how technology can improve business efficiencies and taking charge in strategy and operations management.
Certe
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General ManagerCerte Jul 2018 - PresentSydney, New South Wales, AustraliaResponsible for leading the Certe Team, who are determined to help provide the best outcomes for our Private Clients and Corporates at every step of the advice and claims process. I am also responsible for driving positive change in the business by developing key business strategies and working with the team to help improve operational efficiencies.
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Senior Life And Disability Insurance AdviserCerte Wealth Protection Dec 2015 - PresentSydney, AustraliaI help provide a consultative and service oriented approach to personal wealth protection and business insurance planning. My primary focus is in helping my clients protect their families and businesses from the financial pitfalls of death and disability, as well as assisting through the claims process.
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Life And Disability Insurance AdviserCentric Wealth Jun 2011 - Nov 2015I help ensure that my clients and their family are financially protected in the event of death or disability. -
Life Risk AdviserAon Risk Services Australia 2006 - Jun 2011 -
Life Risk AdviserCerte Group 2004 - Jun 2011
Curtis David Skills
Curtis David Education Details
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Business
Frequently Asked Questions about Curtis David
What company does Curtis David work for?
Curtis David works for Certe
What is Curtis David's role at the current company?
Curtis David's current role is Leading the Certe Team | Protecting Our Client's Financial Wellbeing | Driving Certe to Growth.
What is Curtis David's email address?
Curtis David's email address is cu****@****.com.au
What schools did Curtis David attend?
Curtis David attended Western Sydney University.
What skills is Curtis David known for?
Curtis David has skills like Insurance, Income Protection, Superannuation, Disability Insurance, Relationship Management, Wealth Management, Wealth, Financial Advisory, Investment Strategies, Financial Services, Life Insurance, Retirement Planning.
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Curtis David
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Curtis David
Brooklyn, Ny1consensys.net
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