We are Experien Insurance Services
Experien Insurance Services is a dynamic firm, combining a team of expert Risk Specialists with extensive experience in the life insurance industry, providing a deep understanding of the benefits and pricing of the various policies in the market.
We have access to an extensive product range which covers most of the Australian insurance market. This is achieved by our relationship with Financial Wisdom Limited, a financial planning organisation that has built a reputation for ‘considered thinking’ in offering financial advice. This, together with specialised software that allows for a comparison of the products of a wide range of life insurance companies, ensures we provide the best thinking and solutions to optimise the price and coverage for you.
When we review your insurance needs or existing policies, individual tailored recommendations will be provided to cover the key areas of your situation plus an ongoing review service to manage any changes.
Ultimately, Experien Insurance Services offers objective advice with a complete focus on you.
Our team includes some of the most experienced Risk Specialists in Australia.
Meet Our Team
Brad Berman – General insurance and Life Insurance
Brad has over 12 years of experience in our industry. He has worked in varying roles for some of Australia’s biggest insurers, and recently was a senior member of the advice team at a national life firm.
Brad has a Bachelor of Business, a Masters of Training & Development, and a Diploma of Financial Planning. He has developed strong relationships within the industry and is focused on developing client relationships at the time of application, review and claim.
Outside of work, Brad is a committed family man, who loves spending time with his wife and three beautiful children. He enjoys watching the English premier league and sneaks in a run when he can!
Life insurance and Financial Advice services are provided by Experien Insurance Services Pty Ltd (EIS) ABN 99 128 678 937 and Experien Financial Services Pty Ltd (EFS) ABN 32 631 346 757. EIS and EFS are a Corporate Authorised Representative (No. 320626 and No. 1274354) Count Financial Limited ABN 19 001 974 625, AFSL 227232.
General insurance services are provided by Experien General Insurance Services Pty Ltd ABN 77 151 269 279 AFS Licence No. 430190 (EGIS) trading as Experien Insurance Services. Please click here for our EGIS Financial Services Guide, which includes important regulatory disclosures regarding our license, remuneration and complaints handling.
Brad has over 12 years of experience in our industry. He has worked in varying roles for some of Australia’s biggest insurers, and recently was a senior member of the advice team at a national life firm.
Brad has a Bachelor of Business, a Masters of Training & Development, and a Diploma of Financial Planning. He has developed strong relationships within the industry and is focused on developing client relationships at the time of application, review and claim.
Outside of work, Brad is a committed family man, who loves spending time with his wife and three beautiful children. He enjoys watching the English premier league and sneaks in a run when he can!
Life insurance and Financial Advice services are provided by Experien Insurance Services Pty Ltd (EIS) ABN 99 128 678 937 and Experien Financial Services Pty Ltd (EFS) ABN 32 631 346 757. EIS and EFS are a Corporate Authorised Representative (No. 320626 and No. 1274354) Count Financial Limited ABN 19 001 974 625, AFSL 227232
General insurance services are provided by Experien General Insurance Services Pty Ltd ABN 77 151 269 279 AFS Licence No. 430190 (EGIS) trading as Experien Insurance Services.
Tony heads up our Superannuation And Retirement Planning Advice business. He has over 25 years’ experience in the financial services sector across the life insurance and the wealth management industry. Over this time period Tony has provided superannuation advice to individuals, corporations and government. Tony has worked for some of the most respected and largest superannuation consultancies both in Australia and abroad.
Tony has undergraduate and postgraduate degrees in Statistics and Actuarial Science and is a Fellow of the Institute of Actuaries of Australia and the Institute of Actuaries (UK).
Tony’s primary objective is to ensure that his client’s have the greatest likelihood of achieving their financial goals in
retirement. He does this by using his actuarial skills to forecast the possible future financial outcomes of his clients based on their particular circumstances and develops a personalised plan for them to maximise their likelihood of success. He values long term relationships with his clients and acts as their financial concierge 24/7.
He provides professional advice and service to clients and can help with the following:
- Superannuation Advice
- Retirement Planning Advice
- Financial Advisory / Planning
- Life Insurance Advice
- Investment Advice
Qualifications
• Fellow of the Institute of Actuaries of Australia
• Fellow of the Institute of Actuaries (UK)
• Bachelor of Science (Hons)
Life insurance and Financial Advice services are provided by Experien Insurance Services Pty Ltd (EIS) ABN 99 128 678 937 and Experien Financial Services Pty Ltd (EFS) ABN 32 631 346 757. EIS and EFS are a Corporate Authorised Representative (No. 320626 and No. 1274354) Count Financial Limited ABN 19 001 974 625, AFSL 227232
Clive is a Fellow of the Institute of Actuaries of Australia and the Institute of Actuaries (UK). Clive also holds the Chartered Financial Analyst (CFA) designation and has attended the Wharton Business School in Philadelphia. He is currently CEO of Experien Insurance Services (EIS), a business he founded over 10 years ago that specialises in advising doctors and dentists on their life and medical malpractice insurance and has over 5000 clients around Australia.
Clive has held various senior management positions both in Australia and internationally for over 20 years. Before joining Experien as CEO, Clive held senior positions at ClearView and CBA. He was also awarded the Financial Services Council Industry Excellence Award for Life Insurance in 2008.
Lloyd has been with Experien Insurance Services from inception and is the Principal Adviser for Victoria. Lloyd has extensive experience of well over 25 years in the areas of both insurance and healthcare having worked in both since 1993. He possess an in-depth knowledge of the market and a strong ability to fulfill client needs.
Lloyd enjoys watching sport, mainly AFL (Saints), Rugby Union (Lions) and Soccer (Arsenal English Premier). Lloyd also loves spending time with his wife and three daughters.
Life insurance and Financial Advice services are provided by Experien Insurance Services Pty Ltd (EIS) ABN 99 128 678 937 and Experien Financial Services Pty Ltd (EFS) ABN 32 631 346 757. EIS and EFS are a Corporate Authorised Representative (No. 320626 and No. 1274354) Count Financial Limited ABN 19 001 974 625, AFSL 227232
General insurance services are provided by Experien General Insurance Services Pty Ltd ABN 77 151 269 279 AFS Licence No. 430190 (EGIS) trading as Experien Insurance Services.
Chris has over 20 years of experience in our industry. He has worked in senior roles with Mercer, and Lifescreen Australia, as well as spending time adding value to clients of a boutique financial advice business in New South Wales.
Chris has a Bachelor of Business and a Diploma of Financial Planning. He has developed strong relationships within the industry and is focused on developing client relationships at time of application, at time of claim and at time of review and renewal.
Outside of work, Chris is a father of two. He loves all sports and collector cars.
Chris is an Authorised Representative of Count Financial Limited (AR Number 309044).
Life insurance and Financial Advice services are provided by Experien Insurance Services Pty Ltd (EIS) ABN 99 128 678 937 and Experien Financial Services Pty Ltd (EFS) ABN 32 631 346 757. EIS and EFS are a Corporate Authorised Representative (No. 320626 and No. 1274354) Count Financial Limited ABN 19 001 974 625, AFSL 227232
General insurance services are provided by Experien General Insurance Services Pty Ltd ABN 77 151 269 279 AFS Licence No. 430190 (EGIS) trading as Experien Insurance Services.
Alex has over 23 years’ experience in the financial services sector across life insurance and the wealth management industry. Having worked across the whole Value Chain of Operations, Marketing, Product Development, Design and Management, National Accounts, Business Development and Advice Roles. Alex has worked for some of Australia’s most respected and largest financial institutions.
He has received many prestigious awards in the past 5 years including the Adviser of the Year in 2018 (awarded by TAL) and the Money Management Business Development Manager of the Year – NSW / ACT State Winner & Australian Finalist 2013 (Financial Services Award).
His personal value proposition is to demonstrate a genuine interest in always adding value for clients and will strive to build long term sustainable relationships through honesty, integrity and trust. He works hard to find the best possible solution available in the market for all clients and is a platinum adviser to multiple Australian insurers.
Alex has a qualification in Economics and has completed a Graduate Diploma in Financial Planning.
He is married to a high school teacher and are proud parents of two teenage boys.
Life insurance and Financial Advice services are provided by Experien Insurance Services Pty Ltd (EIS) ABN 99 128 678 937 and Experien Financial Services Pty Ltd (EFS) ABN 32 631 346 757. EIS and EFS are a Corporate Authorised Representative (No. 320626 and No. 1274354) Count Financial Limited ABN 19 001 974 625, AFSL 227232
General insurance services are provided by Experien General Insurance Services Pty Ltd ABN 77 151 269 279 AFS Licence No. 430190 (EGIS) trading as Experien Insurance Services.
Farrell has been with Experien Insurance Services since 2008. Previous to that he has been in the financial services industry for over 20 years. Farrell is qualified to assist with areas of Risk insurance, Business Succession planning, Estate and Retirement planning.
Farrell loves the out doors and most sport events. His passion other than providing excellent advice is playing golf.
Life insurance and Financial Advice services are provided by Experien Insurance Services Pty Ltd (EIS) ABN 99 128 678 937 and Experien Financial Services Pty Ltd (EFS) ABN 32 631 346 757. EIS and EFS are a Corporate Authorised Representative (No. 320626 and No. 1274354) Count Financial Limited ABN 19 001 974 625, AFSL 227232
General insurance services are provided by Experien General Insurance Services Pty Ltd ABN 77 151 269 279 AFS Licence No. 430190 (EGIS) trading as Experien Insurance Services.
* Please click on the relevent Insurance specialist for a copy of their FSG
Experien Insurance Services Pty Ltd ABN 99 128 678 937 is a Corporate Authorised Representative (No. 320626) of ClearView Financial Advice Pty Limited ABN 89 133 593 012 AFS Licence No. 331367.
