Company Info for pi-advantage.com | IcebreakerMembers

Bernard works with ambitious business owners, directors and key executives to protect their assets and the people they care about, at work and at home.
His experience spans senior roles in the Life Insurance and Financial Planning industries, including Board and C-suite positions, hands-on executive management and operations experience, and involvement with Mergers and Acquisitions.
Bernard's career in Life Insurance and Wealth Management has enabled a broad understanding of the financial advice industry and specialised knowledge of how life insurance can be applied to solve future problems for businesses, their owners and the people they care about most - their families and key employees.
Skills: Estate Planning, Business Succession Planning, Life Insurance, Health Insurance, General Insurance, InsurTech, FinTech, Start Ups, General Management, Financial Services Distribution, Business Development, Compliance, Sales Management, M&A Integration, Marketing, Recruitment, Training & Development, Financial Planning, Asset Allocation, Collective Investment Schemes, Unit Trusts, Superannuation, Life Insurance Claims