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We know that every time you deal with us you want to speak to someone with a detailed knowledge of you and your policies.

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Academic year: 2021

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Commercial Insurance Advisors that Come to You

Often making on-site visits for business insurance clients, Port Phillip Insurance Services takes the time to understand your business and unique insurance needs, referring only the most relevant policies to you.

We know that every time you deal with us you want to speak to someone with a detailed knowledge of you and your policies.

Unlike a call centre, the customers at Port Phillip Insurance Services often say that they appreciate the direct and personalised service each and every time.

With an online claims form available for Home and Contents and Personal Motor Vehicle

claims, you can easily lodge a new claim, follow up an existing claim or even contact the team to follow up the process.

Taking the time to understand your unique insurance needs and circumstances – plus doing all the shopping around for you – Port Phillip Insurance Services’ customers are always offered the best policy at the most competitive premium.

Contact us today to find out about:

· Discounts available when taking out multiple policies

· How Port Phillip Insurance Services have your wellbeing at heart with our affiliation with the financial planning group, Eluvia

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Meet the Port Phillip Insurance Services Team:

Mark Edwards

Having worked in the insurance industry since 1981, Mark has an extensive knowledge of the ever-changing insurance landscape. Leading the team, Mark brings to clients over 30 years of extensive industry experience and knowledge.

Qualifications:

· Bachelor in Science · Diploma of Education

· Diploma of Financial Planning, and · CERTIFIED FINANCIAL PLANNER®

Specialties:

· Small business insurance · Medium business insurance

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Hobbies: · Tennis · Fishing, and · Riding bicycles

If left on a deserted island:

Mark would bring his wife, Linda, a fishing rod and an endless supply of Champagne to be consumed with the fish.

Sharon O'Loughlan

With over 16 years experience in the insurance industry, Sharon is a highly versatile broker assisting her commercial and domestic insurance clients with a broad range of insurance

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Qualifications:

· Certificate III, Financial Services (General Insurance) FSRA Tier II Compliant

Specialties:

· Home and contents insurance · Motor insurance

· Investor insurance

· Body corporate strata title insurance · Commercial insurance

Hobbies:

· Spending time with the family · Bike riding

· P.T training

If left on a deserted island:

Sharon would read a good book, swim and build on her tan (slip slop slap).

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Debra Kayler-Thomson

From assessing claims to training and assessing of general insurance representatives, Debra has been in the insurance industry for over 20 years with some of Australia’s leading insurance agencies. Having experienced almost every facet of insurance provision, Debra is able to succinctly explain policies and provide clients with practical information and support for any need.

Qualifications:

· Certificate IV General Insurance (Broking) · Certificate IV Business Management

· Certificate IV Workplace Assessment and Training

· Certified Insurance Professional - Australian and New Zealand Institute of Insurance and Finance

Specialties:

· Small business insurance

·Professional indemnity insurance · Public and product liability insurance

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Hobbies:

· Touring (motorbikes and 4WD) · Camping · Quilting · Cooking · Gardening · Music Linda Edwards

Joining the insurance industry in 1987 and later becoming a financial planner, Linda brings to clients over 24 years of eclectic experience. Able to source competitive policies that best suit a client’s specific need, Linda gives you the peace of mind that only quality customer service can deliver.

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Qualifications:

· Bachelor of Education · Diploma of Education

· Advanced Diploma in Yoga Teaching

Hobbies:

· Teaching and practicing yoga · Walking the family dog, Milly · Spending time with friends

If left on a deserted island:

Linda would bring her husband, Mark, her yoga mat and some sunscreen.

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Sam Singh

As our Business Development Manager, Sam brings a wealth of experience in business

insurance servicing client in the auto and fitness industries. This has given him a strong interest in SME insurance as well as public and product liability insurance, which he applies every day in his role at Port Phillip Insurance Services.

Qualifications:

· Tier 1 in insurance broking · AR for Resilium

· AR for Ausure

Specialties:

· Motor trade industry

· Small to medium business insurance · Public / products liability

Hobbies:

· Travelling · Gym

· Trying new foods · Socialising with friends · Football

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Sam would take his ipad and soak up the rays while relaxing to music. Also take enough pigs and BBQ sauce to last him a few years, you can never have enough bacon or ribs!

Tracey Bailey

With extensive experience in the insurance industry since 1983, Tracey initially worked in underwriting before moving in to broking, giving her a unique insight into the complexities of insurance so that you don’t have to.

Qualifications:

· Tier 1 insurance broking

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· Commercial insurance support · Insurance administration

Hobbies:

· Walking the dogs · Family outings · Reading

If left on a deserted island:

Tracey would have to learn to like Seafood (and how to fish). Falani Tonganonevai

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With a wide range of experience in insurance for the past 5 years, including working within the areas of Commercial and Personal insurance, Falani is well prepared to help you with any insurance question.

Qualifications:

· Bachelor of Business (Victoria University) · Tier 2 complaint (Kaplan International)

Specialties:

· Home and contents insurance · Motor insurance

· Investor insurance

· Body corporate strata title insurance

Hobbies:

· Listening to music and playing guitar · Playing basketball

· Riding his Bike

· Watching Rugby league and Rugby union

If left on a deserted island:

Falani would play his guitar and revise all his notes from watching Macgyver.

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Cara Scollard

With over 8 years as a Flight Attendant, Cara has recently made the change to insurance. With Port Phillip Insurance Services since May 2014, Cara loves getting stuck into this new change in direction.

Qualifications:

· Certificate III, Financial Services (General Insurance), FSRA Tier II Compliant

Specialties:

· Home and contents insurance · Motor insurance

· Investor insurance

· Body corporate strata title insurance

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· Cooking

· Beach holidays · Skiing

· Renovating

· Catching up with friends for a coffee and gossip

If left on a deserted island:

Cara would enjoy the endless supply of sun, surf, sand and coconut water. Steve Green

With a background as a Sales Manager in the wine Industry, Steve has recently changed his focus to the Insurance business.  He brings with him a desire to help with business solutions and the specific needs of our customers.

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Qualifications:

· Certificate III, Financial Services (General Insurance), FSRA Tier II Compliant

Specialties:

· Small to medium business insurance · Public / products liability

· Motor trade industry

Hobbies:

· Golf · Fishing

· BBQ's in the sun with family and friends

If left on a deserted island:

Steve would bring a sand iron and very large supply of golf ball to practice his bunker shots.

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Brian McDougall

Brian has worked in the Insurance industry for 43 years, and has seen great changes take place which have broadened its scope and efficiency. He has extensive experience in all aspects of the industry and firmly believes that it is necessary for personal contact with clients, which includes being available personally when clients need assistance and professional insurance advice. "If he doesn't know the answer to a client's query, he knows where to go to get the client the information required."

Qualifications:

· Diploma of Financial services (Financial Planning) · Associate Diploma of Management

· Financial Planning Certificate · Certificate of Supervision (RMIT) Specialties: · Domestic Insurance Hobbies:

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· Gardening · Reading

If left on a deserted island:

Brian would want an endless supply of books, particularly about history.

References

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