© Copyright 2018 Personal Risk Professionals Pty Ltd | Corporate Authorised Representatives of Bombora Advice Pty Ltd

David Beaton

Learn More

David Beaton

Director

Prior to joining forces with the PRP team, David was the sole director of his own Risk Advisory business, Coast Risk Solutions – a business which was born when David identified a gap in the market for young families and professionals who were seeking an “on-the-spot” style service for the review of their existing superannuation and personal insurance needs.  To provide this and to ensure that this client segment was receiving the quality advice that they required, David developed a ‘live’ approach to providing advice by refining processes and making use of technology to deliver great, timely, outcomes.

David has a range of experiences within the financial services industry and has worked as a Financial Planning professional since 2008, honing his skills as a Specialist Risk Adviser.  Prior to this, David has worked for a Private Finance lending company which specialised in providing high value, short term, loans to the Property Development and Construction sector.

David has a diverse client base which includes company directors, tradespeople, medical professionals and self-employed persons, and he has had great success in obtaining appropriate insurance cover for clients who fall in high risk and/or highly specialised occupations.

David brings a professional and innovative approach to Risk advice, his industry experience makes him a valued member of the Personal Risk Professionals team, and he has specialist knowledge in the following areas:

  • Personal Risk advice – Life, Total and Permanent disability, trauma and Income Protection insurance.
  • Business Risk advice – Buy/Sell, Partnership and Keyman insurance
  • Estate Planning Facilitation – Up to date Will's, POA's and TDT's
  • Health Insurance - Facilitates the review of existing health funds

CONTACT INFORMATION

KEEP UP TO DATE

© Copyright 2018 Personal Risk Professionals Pty Ltd | Corporate Authorised Representatives of Bombora Advice Pty Ltd
Privacy Policy
TOP