Australia | New Zealand

AdviserInfo

About

AdviserInfo is an online quotation and comparator system for licensed financial planners and risk writers that can be accessed anywhere there is an internet connection. AdviserInfo can be used to quote premiums for risk insurance, research products, compare products and provide reports which you may use to support your recommendation.


Features

  • Quote premiums for risk insurance
  • Research products
  • Compare product features and view CANSTAR CANNEX scoring methodology
  • Generate reports which you may use to support your recommendation

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About our wealth management team
We are Risk specialists, working with the industry to ensure AdviserInfo integrates seamlessly into their business systems to deliver a faster, more accurate outcome.

We maintain our AFSL compliance requirements and our three key team members collectively boast over 50 years Risk Life experience.

We have expertise in:
  • Sales
  • Claims management
  • Adviser
  • Underwriting
  • Sales administration
  • Business development
  • Paraplanning
  • Officer manager financial planning firms
  • Product development

STEPHEN MITCHELL
Head of Wealth Management
Diploma of Financial Services (Financial Planning)

Stephen has worked in the Wealth Management Industry since 1984, choosing to stay in Queensland building a successful career with Colonial Mutual, Legal and General, Suncorp and AMP. His areas of expertise are wide and varied, encompassing planning, business analysis, underwriting, customer services, new business development and sales development. Stephen has managed high performing teams and work in many projects focused on the industry. He leads a team of experienced risk specialists at CANSTAR CANNEX who maintain, improve and develop AdviserInfo.


TONI-ANN BARNETT
Life Risk Analyst
Diploma of Financial Services (Financial Planning)

Toni-Ann is responsible for product research, adviser training and enquiries at AdviserInfo. Prior to joining CANSTAR CANNEX, Toni-Ann was a Risk Insurance Adviser and Paraplanner in private Financial Planning practices. She also spent over a decade at Prudential in Brisbane looking after claims, new business administration and underwriting.


DAVID NOBLE
Life Risk Analyst
Diploma of Financial Services (Financial Planning)

Like Toni-Ann, David concentrates on product research, adviser training and enquiries at AdviserInfo. David's experience comes from working in the Commonwealth Bank's Financial Planning division, as well as at Suncorp where he specialized in paying insurance claims. David was also an independent financial adviser in his family's financial planning practice.
 
 

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