Our Team

Leigh Quade

Senior Financial Planner

About Leigh

“My approach is to always put client’s needs first and I work hard to build strong, lasting relationships based on trust and mutual respect.”

 

Leigh is an experienced financial planner who has been providing expert advice to clients since 2011 and more recently joined PSC Life in 2019 as Senior Financial (Risk) and Responsible Manager. Leigh’s personal experience with a sudden medical event and resulting long-term medical needs has given him a deep understanding of the importance of having adequate insurance coverage. This drives his advice and dedication to educating and developing his clients’ understanding of the need for cover.

 

With a passion for providing effective insurance solutions, Leigh specialises in two key areas. Firstly, insurance solutions for corporations and businesses looking to provide Life Insurance and/or Income Protection benefits to their employees as part of employee benefits programs. Secondly, key person or shareholder protection strategies to help companies and their key people deal with the unexpected. These strategies may involve Life Insurance, including TPD, Trauma, Child Trauma, Income Protection, and Business Expenses.

Lisa Willis

Licensee Manager

About Lisa

“My passion lies in driving advisers to strive for high standards, precision, and integrity in their advice.”

 

As an expert in financial services with over 13 years of experience, Lisa brings a wealth of knowledge and expertise to the industry. Having worked as a financial adviser and most recently as Licensee and Responsible Manager for PSC Life Pty Ltd, Lisa has honed her skills in supporting advisers to manage the legislative requirements and practically applying compliance processes to their advice.

 

At the core of Lisa’s approach is a focus on equipping advisers with the tools and knowledge needed to navigate the complex landscape of financial services. Her dedication to these values is reflected in the larger business, as she enjoys seeing advisers continue to develop and grow. Lisa’s ability to inspire and support the growth of others is a testament to her leadership skills and deep understanding of the industry. Her commitment to providing the highest quality of support ensures that clients receive the best advice possible.

Paul Burke

Senior Financial Planner

About Paul

“I work closely with my clients to develop tailored solutions that protect their assets and safeguard their financial future.”

 

With over 25 years of experience in financial planning, Paul has a proven track record of developing and implementing successful campaigns and strategies for a wide range of clients. Paul holds a Graduate Diploma in Financial Planning and a Bachelor of Business from Victoria University, and has also earned the esteemed designation of Certified Financial Planner (CFP). He leverages his expertise to help his clients achieve their financial goals and secure their financial futures.

 

Paul’s specialisation lies in Risk Insurance strategies, with a particular focus on Group Risk, Personal, and Business Risk (Keyman & Buys Sell Strategies) Insurance. Paul has been an integral part of the PSC team since 2017, and his commitment to providing his clients with the most suitable advice is unwavering.

Jerry Kakolyris

Senior Financial Planner

About Jerry

“My passion comes from using knowledge and experience I’ve built through my career, to ensure my clients have received bespoke advice that places them in a better position. I’ve witnessed first-hand the difference an insurance benefit can make to my client and their loved ones.”

 

Having been a financial planner for 15 years, Jerry prides himself on getting the best outcome for his clients. Jerry holds a Bachelor of Business and an Advanced Diploma in Financial Planning and looks to further his education as he appreciates the industry is constantly evolving.

 

Jerry has worked with a vast array of clients from different backgrounds and appreciates that communication is a vital component in achieving the best result. His professional but approachable nature means he is diligent in his work but explains things in a manner you will understand.

Andrew Ferguson

Financial Adviser

About Andrew

“I possess a fierce desire to teach and instil a genuine understanding in my clients the purpose and benefits of personal advice.”

 

With a passion for numbers and a desire to teach, Andrew’s career in financial services has spanned over 15 years across various areas such as superannuation, investments, SMSF, and insurance advice. His Bachelor of Commerce from UNSW, combined with a Diploma of Financial Services in financial planning, provides Andrew with the necessary knowledge and expertise to provide tailored financial advice to his clients.

 

Andrew’s dedication to the field is evident in his approach to work. He takes the time to understand his clients’ unique circumstances and provides them with a comprehensive understanding of their financial options, ensuring they are making informed decisions about their future. He strives to build long-lasting relationships with his clients based on trust and transparency with advice that meets their unique needs and goals.

Jake Daly

Client Services Officer

About Jake

“Income Protection and Life Insurance are not just about the present; they’re about securing your family’s future. They allow you to plan for the unexpected and ensure that your loved ones are taken care of even when you’re not there.”

 

With a Bachelor of Business majoring in Marketing and over three and a half years of experience in the life insurance industry, Jake is a dedicated client services officer, with a passion for helping his clients navigate the complexities of insurance. Currently pursuing a Graduate Diploma of Financial Services, Jake is working towards becoming a Financial Advisor and expanding his ability to help his clients.

 

Jake strongly believes in the importance of life insurance and the peace of mind it provides to individuals and families. Having witnessed firsthand the impact that unforeseen events can have on people’s lives, he is dedicated to completing his studies and helping clients protect themselves and their loved ones with the right insurance coverage. Whether clients have questions about their policies, need assistance with a claim, or anything in between, Jake is here to help every step of the way.

Carolyn Paul

Client Services Officer

About Carol

“My true joy comes from helping others save time so they can focus on what truly matters to them.”

 

Having achieved an Advanced Diploma in Financial Planning in 2017, Carol has since gained valuable industry experience, including knowledge in the fields of Client Services, Paraplanning, and Planning. Over the years Carol has honed her skills and now as a PSC Client Services Officer she focuses on providing outstanding customer service to build and maintain strong client relationships.

 

With a young family of her own, Carol understands the importance of spending time with loved ones. As such, she is passionate about simplifying clients’ lives by guiding them through paperwork and forms and removing any complexities in processes, so they can focus on spending time with their loved ones. She also enjoys working alongside the advisers to free up their time so they can concentrate on providing exceptional client experiences.

Gwennie Chow

Client Services Officer

About Gwennie

“Life insurance and income protection should always be at the top of your insurance priority list, as they are the foundation of financial security for you and your loved ones.”

 

Gwennie graduated from Deakin University with a Bachelor of Business degree majoring in Marketing. With over 17 years of experience in the insurance industry. Gwennie has experience working within the Insurer, as well as serving the Broker’s offices. She has worked in a variety of roles including Underwriting Assistant and Administration role.

 

Gwennie brings a wealth of knowledge and expertise to her role as Client Services Officer, where she is responsible for ensuring our clients receive top-notch service and support. Her dedication to providing exceptional customer service is unmatched, and she is committed to building strong relationships with each and every client.

Tommy Tanudjaja

Client Services Officer

About Tommy

“My commitment is to empower clients on their financial journey by delivering tailored solutions and exceptional service.”

 

Since joining the team as a Paraplanner in December 2019, Tommy has played a vital role in assisting financial advisors in crafting comprehensive financial plans for clients. His bachelor’s degree in Accounting and Finance has provided him with a solid foundation in understanding the financial landscape, and his commitment to continuous professional development is evident as he pursues a Graduate Diploma in Financial Planning to further enhance his expertise.

 

With his keen attention to detail and exceptional analytical skills, Tommy ensures that all client documentation is accurate, compliant, and aligned with the highest industry standards. His in-depth knowledge of life insurance products, including TPD, Income Protection, and Trauma covers, enables him to assess client needs effectively and tailor personalised solutions. This expertise, combined with his exceptional client service skills, allows him to build strong relationships with clients, addressing their inquiries promptly, providing regular updates on their financial plans and communicating complex financial information in a clear and accessible manner.

Life Insurance Specialists

Our team possesses knowledge about the local area and we also have a network of life insurance experts across the country who can access to insurance policies to match your requirements.

Speak to a specialist