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Our Team

Craig Bergin: Risk Consultant

Craig Bergin has worked in the financial services industry for over 25 years, starting with one of Australia’s major banking institutions. In 2003 he commenced his own business as a mortgage broker and a life risk adviser, and since 2008 has provided his clients with insurance advice through Lifesure Financial Solutions, which is a corporate authorised representative of Synchron – AFSL Licence No 243313.

Craig holds numerous educational qualifications, including a Foundations Diploma of Financial Planning and a Master of Business Administration. He is married with two children, and in his spare time enjoys playing and coaching basketball.

 

 

 

 

Julie Head: Office Manager

Julie has been working in the finance industry for her entire working career.  She started as an office assistant for an AMP Financial Planner, and then moved on to be a bank teller with the Bank of Queensland. Since moving to Western Australia Julie worked 11 years in various positions with ING Pty Ltd and finally moved on to be working with Lifesure Financial Solutions for the past 15 years, keeping the office running smoothly as the business has evolved.

Julie is responsible for providing a high standard of administrative support to Craig and all our valued clients and is usually your first point of contact when dealing with the Lifesure Financial Solutions office.  She manages the office, processes your applications, helps you maintain your policies & assists with claims as and when they arise – in essence she provides friendly invaluable assistance to our clients every day.

 

 

 

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