Viewing entries tagged with 'australian financial risk management'

AFRM office profile: Melbourne

Posted by Bethany Shaw on 8 July 2015

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Melbourne team 1We want to introduce you to the different teams we have across the country, so this week we start with our Melbourne team. 

The team at AFRM Melbourne consists of advisers Rob Vitnell and Chris Wlodarczyk, as well as Huy Pham who has recently joined AFRM as an Associate Adviser. Advisers spend the majority of their time meeting with new and existing clients and preparing appropriate advice based on their requirements.  Both Rob and Chris consult with various centres of influence to provide their clients sound advice and continue to work on building this network in Melbourne and greater Victoria.  Rob, Chris and Huy provide advice to individuals and businesses whilst Rob continues to develop AFRM’s specialisation in SMEs and Business Succession advice.

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6 reasons to have Income Protection cover

Posted by Bethany Shaw on 15 June 2015

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More than 85% of Australians could not support themselves financially in the event of illness or injury. Below are AFRM’s top 6 reasons to have Income Protection cover. 

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AFRM CLAIM STORIES: Trauma policy pays out $562K to single dad and GP

Posted by Bethany Shaw on 12 June 2015

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claim storiesA 69 year-old single father and GP has received a $562,000 payout after being diagnosed with prostate cancer, thanks to the advice of AFRM adviser Theo Holland. 

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ASIC Report into Retail Life Insurance Advice

Posted by Nicholas Hatherly on 12 December 2014

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Recently the Australian Investments and Security Commission (ASIC), the regulator of the financial services market, produced a “targeted” review of the retail life insurance advice sector. Whilst the whole industry may suffer a decline in the level of consumer confidence from the findings, I saw the headline and immediately saw how well this positions AFRM and our advice process. It confirms risk advice is a highly specialised area and the best advice is provided by specialists like AFRM.

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