Stephen has some 25 + Years experience operating an Insurance Advice practice.
He has shown consistently to understand Business models and Small Business models and their Risk Insurance Requirements.
Those that know Stephen, always speak highly of his generosity and commitment to the Community, His wisdom and fortitude in assisting others around him.
Stephen holds two Diplomas in Financial Services, He is a Senior Certified Insurance Professional CIP – ANZIIF) He is the past holder of an Accredited Lifewriter Award, and the Affiliate of Insurance Institute Studies Diploma, He holds a number of other Industry Qualifications.
Stephen was elected as the Western Australian Director for the Association of Financial Advisers, (AFA) in 2008 the largest and most prominent Association in our Industry, Stephen sat on the Board of the AFA during his term in office, also fore filling role as the State Chair of the Western Australian committee. He also made significant contributions to the National policy debate as a member of the AFA’s national government policy committee.
Stephen also has had a large involvement in the local Chamber of Commerce, that being the Melville Cockburn Chamber, whilst being a member organisation for some 14 years, during that time, he has spent the best part of 10 years on the committee, and served as President for 3 consecutive terms. During the term as President, the Chamber expanded and grew rapidly, there were major events happening, and the Chamber was involved in the Australian Marine Complex, and was a key supporter of Latitude 32 and the Common User Facility and the Jackovich Centre. The Chamber engaged with the Premier to the Prime Minister.
Stephen was invited to join the board of the Combined Small Business Alliance of WA, or known as CoSBA and has served on the board as a volunteer for the past 7 + Years, CoSBA engages in front line policy to aid and favour Small Business interests in Western Australia and has a h3 voice to Government both locally and federally, CoSBA is the Peak body representing Small Business in WA.
Between March, 2005 and December 2009, Stephen represented Small Business as the representative for CoSBA on the Small Business Liaison Group,( SBLG). Which was charged with guiding the ATO in the area of Small Business ideas and initiatives and holding the ATO account on a number of areas.
Stephen was also elected as the inaugural State Director and Western Australian Chair of the Insurance Agents Association of Australia (IAAA) in 1994, he went on to become the National Vice President in 1997 and National President in 1998. This was a key time in the lead up to major National policy decisions including CLERP6, and Stephen and the IAAA produced key policy outcome to benefit the Insurance Agents across Australia and assisted them in helping them with their clients.
Stephen also sat on the South Coast Economic Gateway (SCEG) Board, as a board member between 2005 and 2008 and in 2008 as the Chairman, SCEG formed strategic alliances between Local, State, Federal Government to aid Small Business in various sectors get a leg up and compete for projects, this involvement was a key driving force in the small business sector.
Stephen received a Certification of Merit from the WA State Government in 2007 for services to the Western Australian Small Business community.
Stephen also received a National Appreciation Award from the AFA in 2011 for services to the Association and work whilst as a board member.
Stephen is and has in the past been involved in supporting the Community and sporting clubs alike, he has also been involved in a number of Charities, and sat on the board of the Thamkrabok Foundation, he also instigated a number of Fundraising Events such as the PMH “Here to There to Show we care” which was a PWC event over many years to Rottnest and return. He also assisted some of the WA co-ordination with the Oztrek2000 crew who raised millions to Cancer Charities, in doing so, he helped get the Premier, Richard Court and seize the moment for the event in Perth. Stephen went on to open the Sport up to assist and become accredited with the Seniors Week Events in WA. He had a key involvement in the State Boating Council during its term in office for some 6 + years, As President of Jet Sport West Boating Assoc (JSW) He also ran a successful day in conjunction with Father Brian Morrison in assisting disabled and neglected children with the Dept of Child Protection as a JSW day on the Swan River. During his term in office as the JSW President, Stephen expanded areas in the Swan River for the sport and arranged freestyle areas North and South of Perth in conjunction with Local Government and the Royal Australian Navy, CALM and other Government Agencies, He was hailed as the negotiator by many at the time.
In terms of satisfaction, Stephen gets gratitude in the knowledge that he has been able to assist individual clients, at their hour of most need, whether it be a Death claim, Trauma Diagnosis, or Income Protection claim, as well as major property or Public Liability claims, where if it not for an Insurance policy in place, the client would have lost almost everything.
Stephen says, to assist a client through the claim process today, especially Trauma and Income Protection claims, we see the policies and the coverage that we had put in place for Mr and Mrs client, this gives us the satisfaction, that the client can continue with dignity and continue to meet all their existing financial and future medical financial costs, To me this is the ultimate deal.
In what spare time he has, He enjoys Fishing, Boating, Camping and adventure, he likes to keep fit and share some quality time with family and Friends.
