At Cutcher & Neale, we know how important it is to have financial security and protection. It’s for that reason we have a
Specialist Risk Insurance division who work directly with our client base offering a range of Personal Risk Insurance services.
We aim to ensure that you and your family are not financially disadvantaged in the event you are unable to
work due to injury, illness or death.
Partners and client advisers are integral resources when assessing appropriate insurance types, benefit levels and ownership structures for policies.
As your professional and personal life evolves, we re-evaluate your needs and recommend relevant changes.
In the event of a claim we provide hands on assistance to ensure the process is as smooth as possible. Benefits paid are treated with the confidentiality afforded to all Cutcher & Neale clients.
Risk Insurance Manager
Grad Cert BA, JP
Brad is Cutcher & Neale’s in-house Risk Insurance Specialist. He works predominantly with our Medical clients assessing their personal financial risks should they become ill, injured or deceased then recommends and implements appropriate insurance policies. These include Trauma Cover, Income Protection, Total & Permanent Disability Cover, Death Cover and Business Expense Cover.
Where there is a business structure to be considered, Brad also advises on Buy/Sell, Debut Protection and Key Person insurance requirements.
Senior Risk Insurance Advisor
BEcon, BBus, DipFP
Justin joined Cutcher & Neale Investment Services in 2020. He holds a Bachelor of Business and Bachelor of Economics, achieving two awards for academic excellence. He also holds a Diploma of Financial Planning. He is currently studying his Masters of Financial Planning.
Justin has 5 years’ experience in the Financial Services industry, having worked at various locations across the country.
Justin has a down to earth, honest and practical approach to personal risk insurance, with significant experience in funded succession planning, SMSF exit and Estate equalization strategies. He enjoys building long term relationships with clients and helping them to navigate the complexities of the Financial industry.
Paraplanner
BEc Grad Dip AppFinInv Dip FP Sip SM
Janelle joined Cutcher & Neale Investment Services in 2020 as a Paraplanner.
Janelle has over 25 years of experience working in the financial services industry, across a range of superannuation, life insurance and paraplanner roles.
BRISBANE
36 Agnes Street,
Fortitude Valley, QLD, 4006
Australia
NEWCASTLE
25 Bolton Street
Newcastle, NSW, 2300
Australia
SYDNEY
20 Berry Street
North Sydney, NSW, 2059
Australia
PHONE
1800 988 522
EMAIL
cnmail@cutcher.com.au
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