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

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

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