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Gary Douglas Email & Phone Number
Client Relationship Manager
at
Legacy Risk Advice
1 work email found
@cba.com.au
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Client Relationship Manager
Location
Greater Melbourne Area, Australia
Company size
Who is Gary Douglas? Overview
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Quick answer
Gary Douglas is listed as Client Relationship Manager at Legacy Risk Advice, a with 4 employees, based in Greater Melbourne Area, Australia. AeroLeads shows a work email signal at cba.com.au and a matched LinkedIn profile for Gary Douglas.
Gary Douglas previously worked as Risk Insurance Advice Consultant at Gary Douglas Financial Services and Taking a Career Break at Career Break. Gary Douglas holds Ethics Exam, Fianancial Services from Fasea.
Company email context
Email format at Legacy Risk Advice
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{first}.{last}@cba.com.au
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Profile bio
About Gary Douglas
Gary Douglas is a specialist risk insurance adviser with 25 years + of experience. He is an expert in developing insurance strategies in life insurance, total & permanent disability, critical illness and income protection for business owners, medical specialists and professionals.For ten years Gary delivered and managed the personal and business insurance requirements for Commonwealth Private's high net worth ($400K + income) clients in Melbourne and Adelaide.His strong communication skills combined with his professional and personal approach have led him to deliver insurance presentations to clients and advisers in New Zealand, South Africa, Vietnam, Thailand and Cambodia.Gary's specialty is structuring tailored insurance portfolios for high income earning clients and negotiating the best terms available with insurance company underwriters.Gary joined the PriorityLife/Medibroker team in January 2018 as a Senior Risk Insurance Adviser.
Listed skills include Estate Planning, Wealth Management, Income Protection, Insurance, and 14 others.
Current workplace
Gary Douglas's current company
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Legacy Risk Advice
7 roles · 38 years
Gary Douglas work experience
A career timeline built from the work history available for this profile.
Risk Insurance Advice Consultant
Current
Gary Douglas Financial Services
Jul 2022 - Present
Taking A Career Break
Dec 2021 - Jul 2022
Senior Risk Insurance Specialist
Prioritylife/Medibroker
Priority Life is an award winning risk advisory firm, protecting over 1,600 professionals, Australia wide since 1992. Working specifically with lawyers, medical professionals, business owners and accountants alike, we provide expert advice on Life and Disability insurance. We research all major insurance providers to find the most suitable products for your circumstances. With an impeccable history in claims advocacy, we are confident that in the event of your sickness or passing, your claim… Show more Priority Life is an award winning risk advisory firm, protecting over 1,600 professionals, Australia wide since 1992. Working specifically with lawyers, medical professionals, business owners and accountants alike, we provide expert advice on Life and Disability insurance. We research all major insurance providers to find the most suitable products for your circumstances. With an impeccable history in claims advocacy, we are confident that in the event of your sickness or passing, your claim will be processed efficiently and effectively for the sake of you and your loved ones.We have assisted our clients with over $50 million in claims. Show less
Jan 2018 - Dec 2021
Private Wealth Manager - Insurance
Commonwealth Private
At Commonwealth Private we seek to provide outstanding service, pro-active financial advice and unique opportunities to our clients. Our clients typically have household income of more than $400k pa and have an intent to borrow or invest $2.5m or more. We also provide a Private Office service which is unique in the Australian market for clients with investments of more than $10m. Our credentials are strong having won the most popular Outstanding Private Banking Institution Award from… Show more At Commonwealth Private we seek to provide outstanding service, pro-active financial advice and unique opportunities to our clients. Our clients typically have household income of more than $400k pa and have an intent to borrow or invest $2.5m or more. We also provide a Private Office service which is unique in the Australian market for clients with investments of more than $10m. Our credentials are strong having won the most popular Outstanding Private Banking Institution Award from the Australian Private Banking Council in 2009, 2010, 2011, 2012, 2013 and 2014. This award is mostly determined by the surveying of Australia's wealthy by the APBC.As a Private Wealth Manager, I am responsible for ensuring that my clients’ family and assets are protected. I achieve this through providing them advice on risk insurance needs, such as life insurance, total and permanent disability insurance, trauma cover and income protection. Show less
Jan 2008 - Oct 2017
Gm Sales & Marketing
Boss Software International
One of five founding shareholders of Boss Software. Member of development team of Risk Rater Insurance Software Comparitor.(Now owned by Iress)
Jan 1995 - Jan 2005
Sales Manager/National Marketing Manager
Insurance & Finance Managers Of Australia (Ifma)
Recruiting, Training & Establishment of Life Brokerage Division
1989 - 1994
~5 yrs
4 education records
Gary Douglas education
Ethics Exam, Fianancial Services
Fasea
Diploma Of Financial Planning, Finance And Financial Management Services
Dip Bis, Finance
Dip Ed, Teaching
FAQ
Frequently asked questions about Gary Douglas
Quick answers generated from the profile data available on this page.
What company does Gary Douglas work for?
Gary Douglas works for Legacy Risk Advice.
What is Gary Douglas's role at Legacy Risk Advice?
Gary Douglas is listed as Client Relationship Manager at Legacy Risk Advice.
What is Gary Douglas's email address?
AeroLeads has found 1 work email signal at @cba.com.au for Gary Douglas at Legacy Risk Advice.
Where is Gary Douglas based?
Gary Douglas is based in Greater Melbourne Area, Australia while working with Legacy Risk Advice.
What companies has Gary Douglas worked for?
Gary Douglas has worked for Legacy Risk Advice, Gary Douglas Financial Services, Career Break, Prioritylife/Medibroker, and Commonwealth Private.
How can I contact Gary Douglas?
You can use AeroLeads to view verified contact signals for Gary Douglas at Legacy Risk Advice, including work email, phone, and LinkedIn data when available.
What schools did Gary Douglas attend?
Gary Douglas holds Ethics Exam, Fianancial Services from Fasea.
What skills is Gary Douglas known for?
Gary Douglas is listed with skills including Estate Planning, Wealth Management, Income Protection, Insurance, Superannuation, Wealth, Investment Strategies, and Investment Advisory.
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