Gary Douglas

Gary Douglas Email and Phone Number

Client Relationship Manager @ Legacy Risk Advice
Melbourne, VIC, AU
Gary Douglas's Location
Greater Melbourne Area, Australia
Gary Douglas's Contact Details

Gary Douglas work email

Gary Douglas personal email

n/a
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.

Gary Douglas's Current Company Details
Legacy Risk Advice

Legacy Risk Advice

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Client Relationship Manager
Melbourne, VIC, AU
Employees:
4
Gary Douglas Work Experience Details
  • Legacy Risk Advice
    Client Relationship Manager
    Legacy Risk Advice
    Melbourne, Vic, Au
  • Gary Douglas Financial Services
    Risk Insurance Advice Consultant
    Gary Douglas Financial Services Jul 2022 - Present
    Melbourne, Victoria, Australia
  • Career Break
    Taking A Career Break
    Career Break Dec 2021 - Jul 2022
    Melbourne, Victoria, Australia
  • Prioritylife/Medibroker
    Senior Risk Insurance Specialist
    Prioritylife/Medibroker Jan 2018 - Dec 2021
    28-30 Jackson St Toorak Vic 3142
    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
  • Commonwealth Private
    Private Wealth Manager - Insurance
    Commonwealth Private Jan 2008 - Oct 2017
    Collins Square 727 Collins St Docklands Melbourne Victoria 3008
    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
  • Boss Software International
    Gm Sales & Marketing
    Boss Software International Jan 1995 - Jan 2005
    Pinewood Business Centre Mt Waverley Victoria
    One of five founding shareholders of Boss Software. Member of development team of Risk Rater Insurance Software Comparitor.(Now owned by Iress)
  • Insurance & Finance Managers Of Australia (Ifma)
    Sales Manager/National Marketing Manager
    Insurance & Finance Managers Of Australia (Ifma) 1989 - 1994
    Pinewood Business Centre Mt Waverley Victoria
    Recruiting, Training & Establishment of Life Brokerage Division

Gary Douglas Skills

Estate Planning Wealth Management Income Protection Insurance Superannuation Wealth Investment Strategies Investment Advisory Financial Planners Strategic Financial Planning Financial Advisory Wealth Accumulation Pensions Retirement Wealth Management Services Financial Planning Investments Retirement Planning

Gary Douglas Education Details

Frequently Asked Questions about Gary Douglas

What company does Gary Douglas work for?

Gary Douglas works for Legacy Risk Advice

What is Gary Douglas's role at the current company?

Gary Douglas's current role is Client Relationship Manager.

What is Gary Douglas's email address?

Gary Douglas's email address is ga****@****.com.au

What schools did Gary Douglas attend?

Gary Douglas attended Fasea, Kaplan Professional, Swinburne University Of Technology, Monash University.

What skills is Gary Douglas known for?

Gary Douglas has skills like Estate Planning, Wealth Management, Income Protection, Insurance, Superannuation, Wealth, Investment Strategies, Investment Advisory, Financial Planners, Strategic Financial Planning, Financial Advisory, Wealth Accumulation.

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