David G. Email & Phone Number
Who is David G.? Overview
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David G. is listed as Director and Owner and Specialist Personal and Business Insurance Adviser at Gates Risk Management (GRM Advice), based in Greater Melbourne Area, Australia. AeroLeads shows a matched LinkedIn profile for David G..
David G. previously worked as Director/Owner /Specialist Personal and Business Insurance Adviser at Gates Risk Management (Grm Advice) and Specialist Risk Adviser at Ag Private Advisory. David G. holds B.Ed, Physical Education from St Hild And St Bede, Durham.
About David G.
With over 37 years experience in the financial services industry, I provide a tailor made service which allows our clientele to be a part of the decision making process in order to build a financial package which suits them and their businesses expectations.My goal as Director/Owner of Gates Risk Management is to 'Maximise my clients chances of claim’ by providing them with a robust suite of insurance products that fit their personal and business needs.Gates Risk Management was established in 2009 and is a professional insurance adviser specialising in Personal insurance, Business Succession and Estate Planning.At Gates Risk Management, we provide advice to individuals and businesses concerning their life, total disability, critical illness and income protection requirements.We can help your family or small to medium enterprise become insured whilst maintaining all of your financial goals and aspirations are met, in conjunction with you.Our business continues to develop strong and successful relationships with business partners and our new and existing clients. Gates Risk Management is a member of Affinia Financial Advisers Ltd.Affinia 'Practice of the Year 2014'Affinia Adviser Council 2014Chairman of Affinia Adviser Council 2015/16Chartered Life Practititioner 23rd March 2016Contactwww.grmadvice.com.audavid@grmadvice.com.auMobile 0430 592438
David G.'s current company
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David G. work experience
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Director/Owner /Specialist Personal And Business Insurance Adviser
Current- Personal Insurances- Succession Planning- Income Protection- Life and Total Permanent Disability- Critical illness- Key Person/Equity Insurance- Employee cover
Specialist Risk Adviser
After completing a comprehensive 'needs analysis' I provide individuals and SME Business with tailored advice concerning their personal insurance requirements.I work on recommendation only. These referrals come from Wealth Advisers and Accountants, many of whom I have work with for many years.
Senior Risk Adviser
Financial Adviser
Provided 'Holistic Advice' across the whole range of financial services.
David G. education
B.Ed, Physical Education
A Levels, Geography,Economics, History
Education record
Frequently asked questions about David G.
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What company does David G. work for?
David G. works for Gates Risk Management (GRM Advice).
What is David G.'s role at Gates Risk Management (GRM Advice)?
David G. is listed as Director and Owner and Specialist Personal and Business Insurance Adviser at Gates Risk Management (GRM Advice).
Where is David G. based?
David G. is based in Greater Melbourne Area, Australia while working with Gates Risk Management (GRM Advice).
What companies has David G. worked for?
David G. has worked for Gates Risk Management (Grm Advice), Ag Private Advisory, Future Life, and Dcg Independent Financial Advisers.
How can I contact David G.?
You can use AeroLeads to view verified contact signals for David G. at Gates Risk Management (GRM Advice), including work email, phone, and LinkedIn data when available.
What schools did David G. attend?
David G. holds B.Ed, Physical Education from St Hild And St Bede, Durham.
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