STUART CARTER- ADVISER

Having worked as an Emergency Paramedic in the UK for 5 years I emigrated to Australia and joined MLIG in 2007. Commencing in a General Insurance capacity managing the existing client base, I have furthered my development with a Diploma of Financial Services (Financial Planning) progressing to a Paraplanner and Junior Adviser role.

My key role is to develop and maintain relationships with our existing clients assisting them with the following insurances:

• Income Protection
• Business Expenses
• Term Life
• Total and Permanent Disability
• Trauma

I often come across a client who has taken the time to generate a personal insurance strategy but who has not reviewed this situation over time. In many cases their circumstances have changed due to marriage, divorce, the birth of children etc and as a consequence their existing cover may not be specific to their current needs and objectives. 

My role as an Adviser is to discuss your situation and establish whether your current portfolio is adequate for your needs and then advise on an appropriate strategy. 

Do you have a few old insurance policies in a drawer or file somewhere, or do you have a proper personalised insurance strategy that is appropriate to your current needs?  These are important questions we should all ask ourselves.

Stuart can be contacted at: stuart.carter@mlig.com.au