Jeremy Boller
Founder & Principal Risk Adviser

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With over 25 years of experience, Jeremy is well known throughout the insurance industry. Recently Jeremy held the position of Principal Risk Adviser at Centric Wealth from 2011 to 2015, before establishing Certe Wealth Protection. Over the years, he has developed strong networks with like-minded professionals, corporate entities and individuals.

Jeremy's core focus is ensuring that his clients financial goals are protected, but more importantly provide care and support during the claims process.

Jeremy specialises in Corporate Group Risk, Key Person and Business related Insurances.


 

Curtis David
Senior Risk Adviser

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Curtis has worked closely with Jeremy since he founded Certe Group in 2004. Over the years Curtis has developed and maintained professional relationships with clients and Life Insurance companies. 

Curtis concentrates his effort with a consultative and service oriented approach to personal wealth protection and business insurance planning. His primary focus is in helping clients protect their families and businesses from the financial pitfalls of death and disability, as well as assisting through the claims process. 

Curtis has over 11 years of experience and provides tailored and specialised advice to all his clients. Curtis's claim handling service is second to none in the industry.


Doug Scriven
Senior Risk Adviser

 
 

Doug is a highly respected holistic financial planner with a deep understanding of financial planning and life risk management. Prior to joining Certe, Doug practiced holistic Financial Planning, Corporate Group Risk and Superannuation. Doug has also consulted to life risk research firms and has been published by CCH, Oxford University Press, Kaplan Professional and the Financial Planning Association.
 
Doug focuses on providing high quality intelligent advice that is implemented with a minimum of fuss.
 
Doug specialises in advice for Professionals, Family Offices, Corporate Group Risk and Businesses.


Owen Korn
Senior Risk Adviser

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Having over 5 years of experience in the financial services industry, Owen specialises in providing Personal Insurance Advice. Owen easily understands his client's goals and objectives and can help provide the right protection strategies tailored to their needs. He is based in our Brisbane office and looks after clients throughout Queensland.

 

Maysee Chang
Senior Risk Adviser

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Maysee has a wealth of personal insurance knowledge and industry experience and holds all the necessary qualifications to provide personal insurance advice. Prior to working at Certe Wealth Protection, Maysee strengthened her insurance knowledge as Para planner within the team.

Maysee works closely with Jeremy to provide specialist personal advice, whilst maintaining her relationships with all the key life insurance companies, ensuring the best possible outcome for all our clients.

 


Megan Holder
Client Services Manager

 
 

Megan has over 8 years of experience in various roles in the industry and  now leads our Claims department, looking after the processing of claims across both Private Client and Corporate Group plans. 

Megan is also the key contact for all of our Private Client’s in-force policies, assisting with any administration needs.

Megan’s passion is to help our clients by providing the care needed to process their claims efficiently, removing as much stress as possible in a difficult time.