Katriel Warlow-Shill Email & Phone Number

Melbourne, Australia

The only stand-alone life insurance reporting system in the world.CDM Solutions (www.cdmsolutions.com.au) provides access for financial advisers to view real time data for all client personal insurance policies such as life, disability, and trauma insurance. It has been developed in a way that insurance policy information is reported in a meaningful and structured way. Information such as how many policies an adviser has with each insurance company, the sums of in-force premiums… Show more The only stand-alone life insurance reporting system in the world.CDM Solutions (www.cdmsolutions.com.au) provides access for financial advisers to view real time data for all client personal insurance policies such as life, disability, and trauma insurance. It has been developed in a way that insurance policy information is reported in a meaningful and structured way. Information such as how many policies an adviser has with each insurance company, the sums of in-force premiums across these companies and the aggregate of sums insured for each benefit type across these companies is available. Detailed client policy information is also available. CDM Solutions provides an adviser with a business valuation tool based on client insurance policy information as well as marketing opportunities via data segmentation such as policy renewal dates and birthdates and insurance gaps. Show less

600 St Kilda Rd, Melbourbe

AFSL Dealer group and adviser commissions and revenue management including unique compliance management for ASIS FDS and OPT-IN.

Melbourne, Australia

Using tax, accounting and financial planning background to provide strategic financial advice. Specialising in Partnership Insurance implementations.

Honours Bachelor Of Accounting, Accounting And Finance, Honours

Activities and Societies:

Honours Accounting, Accounting And Finance, Honours

Activities and Societies: accounting finance taxation Financial Analysis and Strategy

Honours Bachelor Of Accounting, Accounting

Activities and Societies: Chess, thought leaders

B.Comm, Accounting And Tax

Activities and Societies: Thought leaders

Matric

Activities and Societies: Head of class attention

Primary, Primary

Activities and Societies: Private thinker

Education record