Certified Planning & Insurance Services Pty Ltd

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Upper Level Corner Corrie street and Hamilton road, Chermside QLD 4032

  •  Overview 
  •  Our Team 
    8
  •  Testimonials 
    4
  •  FAQ 
    4

Business Overview

 
Financial Planning

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Customer Reviews

Our Team Profiles

Hedley Ellis
Name

Hedley Ellis

Position

Director

Profile

Formed CPIS with Larry Ellis in 1999 and has invested all his knowledge and experience into the business. Hedley wrote his first insurance policy in April 1971 when he worked for AMP as a commission agent. In April 1983 Hedley joined Suncorp as an Insurance agent. At this time they were known as District Inspectors. Hedley is now part-time in the business. Succession planning has placed Brett Ellis in a position to continue the business to service clients.

	 Brett Ellis
Name

Brett Ellis

Position

Director

Profile

Brett specialises in providing insurances for all business needs. Examples of this include asset protection insurance and key person insurance. Brett also provides insurance advice for Life & Trauma and income protection. Brett has come into the business after spending many years working on Dunk Island, where he lived a life that we all dream of in retirement. In 2001 Brett decided to diversify and allocate his time to work in the family business.

	 Doug Sims
Name

Doug Sims

Position

Qualifications: Auth Insurance Agent, Dip Financial Planning, JP (Qual)

Profile

Doug previously owned his own business in Townsville for 16 years providing Financial Planning Advice. Like Brett (and Hedley) Doug specialises in insurance for businesses & families. Risk planning & asset protection is imperative for both small and large scale commercial operations. Life, Trauma and Income Protection insurance are also part of Doug's portfolio. Again Doug has accumulated a wealth of knowledge, allowing a broad application available to customers of CPIS.

Kerry Currey
Name

Kerry Currey

Position

Office Manager

Profile

Kerry has been a long term investment and has been with the company for more than 15 years. Kerry started working with Hedley Ellis, the founder of the business. Kerry's knowledge has continued to grow and accumulate producing excellent returns for our customers. She also previously worked in insurance before joining CPIS as well keeping everyone organised, (including herself). Kerry provides expert advise to customers for personal/business insurance.

	 Leanne Paviour
Name

Leanne Paviour

Position

Qualifications: Administration and Business backup Extraordinaire

Profile

Leanne has been with CPIS for several years and provides a high level of administration support. A valued member of the CPIS team portfolio, Leanne primarily provides back up assistance for insurance services. This includes commercial & personal insurance renewals and phone enquiries. Having previously spent 5 years working with NRMA Insurance, Leanne says "she really enjoys the family friendly atmosphere at CPIS

Toni Love
Name

Toni Love

Position

Qualifications: Administration

Profile

Toni has recently emigrated from the UK with her husband and daughter to live in beautiful Australia.

She joins our team with an extensive administration background. Tonis main duties are to ensure our client database is kept up to date and also to resolve any questions you may have.

	 Greg Barry
Name

Greg Barry

Position

Qualifications: Authorised Representative of Suncorp, Commericial & General Insurance Manager

Profile

Greg was born and raised in Brisbane and as an adult has also lived and worked in Sydney and the United Kingdom. He is married with one child and loves family life and believes that there is no better place to raise a family than here in Queensland.

Greg has worked in a variety of roles in the Insurance Industry for the past 8 years both here and in the UK. As an Authorised Representative of Suncorp his role with Certified Planning and Insurance Services will be to manage their Commercial and General Insurance portfolios.

As well as being excited by the challenge of ensuring all CPIS clients are provided with high quality Insurance solutions, Greg is also committed to expanding and developing his experience and knowledge within the industry.

Janelle Evans
Name

Janelle Evans

Position

Compliance Officer

Profile

Janelle joined our team in July, 2007. She has substantial experience in the financial planning industry in roles including compliance, technical assistance and paraplanning. Her knowledge and experience should be an invaluable resource for the company. Janelles primary role is to ensure that compliance standards are adhered to i.e. that the financial planning process has been completed properly and there are the necessary documents on file to substantiate it.

Testimonials

Please note that the following testimonials are collected, supplied and maintained by Certified Planning & Insurance Services Pty Ltd.

Jason Reibelt, Acquired Awareness
I was recommended to CPIS after the lack of service from my broker. I had a meeting with Hedley and we were able to save thousands of dollars. This was on our Fleet and Business Insurance. We have found the staff to be educated, experienced and very professional. In all the dealings we have had with them. Our business now employs over 110 staff and we look forward in expanding with services of CPIS.
SJ And KF, Morrison Pty Ltd
I was referred to CPIS from Sita Environmental Solutions to arrange our business insurance needs. Brett was able to explain and arrange our various requirements. This included Business Insurance, Income Protection and Superannuation. Brett made this all very easy and simple.
Autobarn Virgina, Wayne & Terry Varney
When we took over the business CPIS were recommended to us. We were impressed by the range of services and felt comfortable dealing with a family business. We have found all the staff to be well educated and experienced.
Colin Austin, Col Austing Plastering
We were referred to CPIS from my sister who runs several hair salons. We have been dealing with CPIS for over 8 years. We continue to place our staff superannuation and needs of the business through CPIS.

Frequently Asked Questions

Income Options You may be retiring shortly a strategy of consolidating your investments in a tax effective manner to ensure you receive appropriate income and any Centrelink entitlements, while making allowance for emergencies and lifestyle options may be a better strategy for you. Superannuation Superannuation is one of the most important savings option available to build upon for your future. Whatever stage you're at in life there are options you can benefit from, call now for a consultation. Personal Insurance CPIS is an Authorised Representative of Suncorp Financial Services Pty Ltd It's the little things that can make a big difference. We review additional features for personal insurances are to ensure that your cover offers the best all round protection Employer Super At CPIS we help you put a program in place for the benefit of your employees. We can make this easy for your employees and they will thank YOU for it.

Categories

  • Financial Planning

Keywords

income options, investment program, investing, family financial help, returement planning, business investment help, superannuation, retirement help, personal insurance, retirement investment help, life cover, plans for retirement, money help, trauma cover, income protection, certified planning, estate planning, life insurance, employer super, business insurance