Jan specialises in personal protection and business expense insurance and can assist you with personal insurances such as Income Protection, Life, Trauma and Total & Permanent Disability cover. She has been in the banking industry since 1976 and advising clients on their personal risk insurance needs since 2006.
Jan holds an Advanced Diploma of Financial Services and is a member of the Financial Planning Association.
Jan applies her knowledge to deliver the best outcome for her clients, the specialist areas she covers include personal risk insurance and business insurance
Financial planning services are provided by Eastwoods Wealth Management Pty Ltd ABN 17 008 167 002 / AFSL 237853 trading as Beyond Bank Australia Wealth Management. Eastwoods Wealth Management Pty Ltd is a wholly owned but not guaranteed subsidiary of Community CPS Australia Ltd ABN 15 087 651 143 / AFSL 237 856 trading as Beyond Bank Australia.
Jan is not authorised to provide advice on:
- Investment planning advice
- Wealth accumulation
Please ask Jan if you would like a referral for these services.