David G.

David G. Email and Phone Number

Director and Owner and Specialist Personal and Business Insurance Adviser @ Melbourne, VIC, AU
Melbourne, VIC, AU
David G.'s Location
Greater Melbourne Area, Australia
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 Details
Gates Risk Management (GRM Advice)

Gates Risk Management (Grm Advice)

Director and Owner and Specialist Personal and Business Insurance Adviser
Melbourne, VIC, AU
David G. Work Experience Details
  • Gates Risk Management (Grm Advice)
    Director And Owner And Specialist Personal And Business Insurance Adviser
    Gates Risk Management (Grm Advice)
    Melbourne, Vic, Au
  • Gates Risk Management (Grm Advice)
    Director/Owner /Specialist Personal And Business Insurance Adviser
    Gates Risk Management (Grm Advice) Sep 2009 - Present
    Melbourne, Australia
    - Personal Insurances- Succession Planning- Income Protection- Life and Total Permanent Disability- Critical illness- Key Person/Equity Insurance- Employee cover
  • Ag Private Advisory
    Specialist Risk Adviser
    Ag Private Advisory Apr 2008 - Sep 2009
    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.
  • Future Life
    Senior Risk Adviser
    Future Life Mar 2006 - Apr 2008
  • Dcg Independent Financial Advisers
    Financial Adviser
    Dcg Independent Financial Advisers Sep 2002 - Jan 2006
    Southampton, Uk
    Provided 'Holistic Advice' across the whole range of financial services.

David G. Education Details

  • St Hild And St Bede, Durham
    St Hild And St Bede, Durham
    Physical Education
  • Totton Grammar School
    Totton Grammar School
    Geography,Economics, History
  • Totton Grammar School
    Totton Grammar School

Frequently Asked Questions about David G.

What company does David G. work for?

David G. works for Gates Risk Management (Grm Advice)

What is David G.'s role at the current company?

David G.'s current role is Director and Owner and Specialist Personal and Business Insurance Adviser.

What schools did David G. attend?

David G. attended St Hild And St Bede, Durham, Totton Grammar School, Totton Grammar School.

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