Zurich Assure

Zoe has been advising customers on their insurance needs for almost 10 years. Before that, she was a paraplanner for five years, making sure everything ran smoothly at her previous organisation.

She is super organised and has incredible attention to detail, which ensures her clients receive impeccable service that’s second to none.

Zoe is also passionate about working with the younger generation. In her spare time, she ensures everything goes to plan at her children’s Ninja Warrior training.

Jeff is a committed, driven, and client-centric Financial Advisor with over 13 years of extensive experience. He’s focused on providing comprehensive financial services, including Personal Insurance Advice, Wealth Creation Advice, Retirement Planning, Estate Planning, Investment Strategies, and Tax Optimisation.

He’s deeply passionate about delivering thoughtful and trustworthy solutions to valued clients.

Jeff’s reputation is founded on a strong work ethic and unwavering integrity. He takes pride in providing tailored financial guidance, ensuring clients confidently navigate their financial journey.

As a dedicated financial adviser with over 10 years of industry experience, Brennan specialises in helping customers achieve their financial goals.

With a strong background in commercial and holistic advice, he focuses primarily on wealth protection strategies and providing tailored solutions to secure the financial future of customers.

In a constantly evolving environment, Brennan prides himself on remaining current with industry changes, while increasing his knowledge base to provide up-to-date and informed advice.

Kate’s worked in Life insurance advice for over 10 years and has a passion for helping people protect what is most important to them and their families. Her experience in managing claims fuels her drive to ensure her customers are adequately protected as she knows first hand just how valuable insurance advice can be. 

Outside of work, Kate loves to travel and catch up with friends and family over a nice glass of wine and good food. 

Skei began her career in financial advice in 2001 as a Business Insurance Adviser with the CBA and she has never looked back.

Skei quickly learnt that this was her passion knowing that she would be educating and financially protecting people, helping them take away major financial burdens and stresses at them most difficult of times with the advice she provides.

Skei has mentored many advisers with education requirements over the years and enjoys seeing others grow and succeed in life.

Out of work Skei loves the outdoors, cooking and spending time with family and friends. 

Charissa enjoys building new client relationships and has a passion for risk-focused advice. She thrives on assisting clients in articulating their goals and dreams, ensuring a secure financial legacy.

She knows this is a big responsibility and gives it the attention and dedication it requires. She holds a Post Graduate Diploma in Financial Planning from the University of The Free State in South Africa and has provided financial advice since 2005.

When Charissa is not working, she enjoys quality family time, expanding her culinary repertoire, and feeding her competitive spirit through engaging activities like playing netball matches and board games.

Luke has been in the financial industry since 2021 and has recently begun his Professional Year journey to become a qualified financial adviser.

He is passionate about the industry and is a people person who enjoys understanding customers stories to ensure the best outcomes.

Outside of work, Luke enjoys spending time with friends and family and is a keen supporter of the St Kilda Football Club.

With a rich and diverse career spanning nearly a decade, Hayley has gained extensive experience in boutique financial firms and large corporations. She recently completed her Master of Financial Planning and commenced a professional year to become a qualified financial adviser.

She is committed to both clients' financial success and the development of the financial industry, and believes in opening opportunities for women in finance.

When not crunching numbers, Hayley can be found in the company of her horse or spending time at home in the kitchen. 

Rebecca began working in the industry while completing her university studies. Having spent time in support roles, her focus has always been on assisting customers. She is passionate about ensuring customers are cared for and supported during their advice journey.

Outside of work, Rebecca enjoys travelling, and spending time with friends and family.