Alex Braun
Business Owner at Halstead Financial Services Pty Ltd- Claim this Profile
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Bio
Christian Damstra
Alex has been kind enough to look after my Life and Income Protection Insurance for many years now. Alex is always quick to respond and make sure that my policies are in check and up to date with the latest changes. I can highly recommend Alex and his firm.
Pat (Panayiota) Karnis
Alex Braun and his team at Halstead Financial Services have been looking after my personal insurance needs for the last seven years. Alex approached me for a review of my personal insurance in 2011. At that time I was insured for both income protection and trauma insurance. After a brief conversation with Alex over the telephone I agreed for Alex to do a check on my income protection and trauma insurance. I was very surprised to find that I was paying higher than necessary premiums. Alex’s comparison was detailed and led to a reduction in my premiums and an increase in my cover. I was impressed by Alex’s in-depth technical knowledge of insurance products and his professionalism. His knowledge made a great difference in my insurance cover. Alex took the time to find out my personal needs in relation to insurance and tailored his advice to meet those needs. In addition to his technical knowledge Alex’s humanity and kindness shone through our conversations. During that period of time and beyond, I have spoken to Alex countless times, and met with him several times. Alex is easy to contact and will always return calls as soon as it is possible to do so. Alex goes above and beyond the call of his duty to his client’s. Alex will answer all queries promptly and is proactive in his assistance. He has a sound understanding of the insurance requirements of Legal professionals and has been able to advise me on my personal insurance needs to my great benefit. I am very happy that Alex crossed my path. I can recommend Alex and his team at Halstead Financial Services without reservation.
Christian Damstra
Alex has been kind enough to look after my Life and Income Protection Insurance for many years now. Alex is always quick to respond and make sure that my policies are in check and up to date with the latest changes. I can highly recommend Alex and his firm.
Pat (Panayiota) Karnis
Alex Braun and his team at Halstead Financial Services have been looking after my personal insurance needs for the last seven years. Alex approached me for a review of my personal insurance in 2011. At that time I was insured for both income protection and trauma insurance. After a brief conversation with Alex over the telephone I agreed for Alex to do a check on my income protection and trauma insurance. I was very surprised to find that I was paying higher than necessary premiums. Alex’s comparison was detailed and led to a reduction in my premiums and an increase in my cover. I was impressed by Alex’s in-depth technical knowledge of insurance products and his professionalism. His knowledge made a great difference in my insurance cover. Alex took the time to find out my personal needs in relation to insurance and tailored his advice to meet those needs. In addition to his technical knowledge Alex’s humanity and kindness shone through our conversations. During that period of time and beyond, I have spoken to Alex countless times, and met with him several times. Alex is easy to contact and will always return calls as soon as it is possible to do so. Alex goes above and beyond the call of his duty to his client’s. Alex will answer all queries promptly and is proactive in his assistance. He has a sound understanding of the insurance requirements of Legal professionals and has been able to advise me on my personal insurance needs to my great benefit. I am very happy that Alex crossed my path. I can recommend Alex and his team at Halstead Financial Services without reservation.
Christian Damstra
Alex has been kind enough to look after my Life and Income Protection Insurance for many years now. Alex is always quick to respond and make sure that my policies are in check and up to date with the latest changes. I can highly recommend Alex and his firm.
Pat (Panayiota) Karnis
Alex Braun and his team at Halstead Financial Services have been looking after my personal insurance needs for the last seven years. Alex approached me for a review of my personal insurance in 2011. At that time I was insured for both income protection and trauma insurance. After a brief conversation with Alex over the telephone I agreed for Alex to do a check on my income protection and trauma insurance. I was very surprised to find that I was paying higher than necessary premiums. Alex’s comparison was detailed and led to a reduction in my premiums and an increase in my cover. I was impressed by Alex’s in-depth technical knowledge of insurance products and his professionalism. His knowledge made a great difference in my insurance cover. Alex took the time to find out my personal needs in relation to insurance and tailored his advice to meet those needs. In addition to his technical knowledge Alex’s humanity and kindness shone through our conversations. During that period of time and beyond, I have spoken to Alex countless times, and met with him several times. Alex is easy to contact and will always return calls as soon as it is possible to do so. Alex goes above and beyond the call of his duty to his client’s. Alex will answer all queries promptly and is proactive in his assistance. He has a sound understanding of the insurance requirements of Legal professionals and has been able to advise me on my personal insurance needs to my great benefit. I am very happy that Alex crossed my path. I can recommend Alex and his team at Halstead Financial Services without reservation.
Christian Damstra
Alex has been kind enough to look after my Life and Income Protection Insurance for many years now. Alex is always quick to respond and make sure that my policies are in check and up to date with the latest changes. I can highly recommend Alex and his firm.
Pat (Panayiota) Karnis
Alex Braun and his team at Halstead Financial Services have been looking after my personal insurance needs for the last seven years. Alex approached me for a review of my personal insurance in 2011. At that time I was insured for both income protection and trauma insurance. After a brief conversation with Alex over the telephone I agreed for Alex to do a check on my income protection and trauma insurance. I was very surprised to find that I was paying higher than necessary premiums. Alex’s comparison was detailed and led to a reduction in my premiums and an increase in my cover. I was impressed by Alex’s in-depth technical knowledge of insurance products and his professionalism. His knowledge made a great difference in my insurance cover. Alex took the time to find out my personal needs in relation to insurance and tailored his advice to meet those needs. In addition to his technical knowledge Alex’s humanity and kindness shone through our conversations. During that period of time and beyond, I have spoken to Alex countless times, and met with him several times. Alex is easy to contact and will always return calls as soon as it is possible to do so. Alex goes above and beyond the call of his duty to his client’s. Alex will answer all queries promptly and is proactive in his assistance. He has a sound understanding of the insurance requirements of Legal professionals and has been able to advise me on my personal insurance needs to my great benefit. I am very happy that Alex crossed my path. I can recommend Alex and his team at Halstead Financial Services without reservation.
Credentials
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FASEA Certified
Financial Adviser Standards and Ethics AuthorityAug, 2020- Nov, 2024
Experience
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Halstead Financial Services Pty Ltd
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Financial Services
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1 - 100 Employee
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Business Owner
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Mar 1983 - Present
Life, Income and Trauma Insurance Specialist for you and your family plus business insurance. Halstead Financial Services Pty Ltd partners with Affinia and is an authorised Affinia Representative committed to providing personalised financial advice for Australians.
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Life / Income Protection Insurance Specialist to the Medical & Legal Professions
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Mar 1983 - Present
Our specialty is providing advice on protecting our clients' most valuable asset: their ability to earn income, and making sure that all future plans and aspirations that involve money can still be achieved if the unexpected happens. By unexpected I mean Death, or a Major Illness such as Cancer, Heart attack, Stroke, Major Surgery etc, or a medium term disability that prevents a person to carry out his or her normal work activities with subsequent adverse financial consequences.Providing appropriate advice from the adviser's perspective, making the right decisions on the advice received from the consumer's perspective is an awesome responsibility at both ends. You see, once a claim is made on Income Protection, Trauma, Life, or Total and Permanent Disablement Insurance, the claimant can not then decide to increase the benefits payable. The product is not a refrigerator that can be sent back to the shop for an exchange or a refund (with a smile) when we realise that it is too large or too small or the door opens on the wrong side. Life insurance products need to be assessed correctly, of course taking into consideration affordability issues.When I meet a new prospective client I will assume that one day this person will make a claim on the products that we recommend. We are meticulous with our Fact Finds and in particular helping our clients with the application process in order to make sure that there are no inadvertent 'Non Disclosure' issues that may cause a future claim to be declined by a Life Office. The most important service we provide is our our ongoing care and advice in the event of a claim. I am passionate about my work with my clients. I am a member of the Association of Financial Advisers (AFA) since 1987.I am a Qualifying and Life member of the Million Dollar Round Table (MDRT) With twelve Court of The Table and six Top of The Table (TOT) Honours.I am a current MDRT Top of the Table Member.
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Mentor
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Jan 2000 - 2012
As a memberr of the Association of Financial advisers (AFA), I am involved in the AFA's Mentoring programme. This programme brings together established and experienced practitioners in the Financial Planning / Life Insurance Professions in order to pass on knowledge and offer support to new people having recently entered the profession. As a memberr of the Association of Financial advisers (AFA), I am involved in the AFA's Mentoring programme. This programme brings together established and experienced practitioners in the Financial Planning / Life Insurance Professions in order to pass on knowledge and offer support to new people having recently entered the profession.
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Proprietor / Manager
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1963 - 1995
With my wife Susanne we ran a successful service oriented discount retail business specialising in young fashion sourcing merchandise from local and overseas sources. With my wife Susanne we ran a successful service oriented discount retail business specialising in young fashion sourcing merchandise from local and overseas sources.
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Education
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Deakin Financial Services Pty Ltd
Diploma of Financial Services (Distribution), Financial Planning, Specialising in Life Insurance advice -
1961 - 1963
Caulfield High School
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1960 - 1961
Toorak Central School
Community
