+61 (0) 2 9478 0816

Bhavesh specialises in Professional Indemnity, Directors & Officers Liability, Investment Managers Liability, Information Technology Liability, Cyber Liability placements for all types of Financial Services, Consulting and IT businesses.

What are your qualifications?

  • Master of Business Administration (MBA), majors in Finance
  • Tier 1 Insurance Broking

What was your first job?

In Australia my first job was a casual night shift in a 7-Eleven Store working 20 hours a week as a student.

Employment experience/history?

After working in the retail industry managing a store that sold household products for two years, I decided to pursue opportunities using my newly acquired qualifications. An opportunity for a Broker Assistant role was presented to me with the option to seek insurance qualifications and I took it without a second thought.

Time in the industry?

Since 2005

Why/how did you get your start in the industry?

The Broker Assistant role was more appealing to me than being a front desk customer service officer at one of the big banks as it involved learning about the diversity which is insurance and better understand risk management from which I could see a career develop in which I had interest.

Specialty explained?

I specialise in Professional Risks insurance placements for all types of financial services businesses including but not limited to Australian Financial Services License (AFSL), Australian Credit License (ACL), Financial Planners, Mortgage & Finance Brokers, Fund Managers, Investment Managers, Forex Dealers, Derivatives Traders, Stockbrokers, Corporate Advisors, Chartered Accountants and all types of Consulting professionals.

What motivates you?

Winning and retaining clients by delivering the right insurance solution for them using exceptional client service based on informed advice rather than simply transacting insurance.

Personal interests and hobbies?

Family, food, travel and cricket

Personal philosophy?

“The way you See it, the way you Think it,
The way to Think it, the way you Feel it,
The way you Feel it, the way you Do it”

 

Authorised Representative No. 001274369

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