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Adam Daly
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- Insurance
- Risk Management
- Financial Services
- General Insurance
- Business Strategy
- Show all
Bio
Experience
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NZFSG
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Auckland, New Zealand
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Regional Manager
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Sep 2023 - Present
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Auckland, New Zealand
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Advice First Financial Services Ltd
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Auckland
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Client Adviser
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Sep 2018 - Aug 2023
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Auckland
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Wallace McLean Limited
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Auckland
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Insurance Adviser
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May 2007 - Aug 2018
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Auckland
I strive and specialise in helping clients protect their dreams, goals and aspirations. The clients I help are:1. Employed professionals 2. Those who have run their own business for at least the last two years3. Employers who have 10 or more staffI work with these clients to help identify what is important to them, what may get in their way of achieving these dreams, goals and aspirations and lastly, helping to devise a plan to best protect the outcomes of something going well.
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Aon Consulting
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Auckland
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Group Risk Consultant
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Jul 2004 - May 2007
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Auckland
Providing employee benefit risk solutions for clients
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AMP
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Wellington
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Corporate Risk Solutions
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Jan 2001 - May 2004
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Wellington
Employee benefits account management for corporate clients
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Education
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Petone College (formerly Hutt Valley Memorial College)
Business
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