Ausure Echuca

Originating in 1998 and then joining Ausure in 2004, Ausure Insurance & Finance Echuca are a founding member and Corporate Authorised Representative of the Ausure group – one of Australia’s largest insurance and financial advisory networks.

With a combined experience of over 150 years in the industry – we know insurance, financial planning & finance broking.

We pride ourselves in providing professional advice and full financial services packages to our valued clients.

 

Insurance Broking Team:

Tim Dale

Director

Tim Dale

Director

Senior Insurance Broker and Financial Planner

Specialising in Business Insurance, Farm Insurance, General Insurance, Life Insurance & Financial Planning.

Tim opened his business in 1998 as a Financial Planner and an Insurance Advisor. Ausure Echuca was then formed in 2004 as a foundation member of the Ausure Group with just two employees. The business has now grown to be one of the largest branches in the Ausure network.

In later years Tim developed Ausure Financial Services, under the Ausure banner, allowing Authorised Representatives to be qualified as both Insurance Brokers and Financial Planners.

Tim specialises in providing clients with an “umbrella” package ensuring that all needs are met in both the Insurance and Financial Planning areas.

Tim holds a Diploma in Financial Services – Financial Planning & Insurance Broking and is an ANZIIF Snr Associate Certified Insurance Professional.– Financial Planning & Insurance Broking and is an ANZIIF Snr Associate Certified Insurance Professional.

Sarah Ayson

General Insurance Broker & Office Manager

Sarah Ayson

General Insurance Broker & Office Manager

Specialising in Professional Risk Insurance, Business Insurance & General Insurance.

Sarah first began working at Ausure Echuca in 2003 and has over 10 years’ experience in the insurance industry as a qualified General Insurance Broker.

After a year overseas, she returned to run a successful Ausure Brokerage in South Melbourne from 2005 to 2009, before relocating back to Echuca to assist in running a Professional Indemnity wholesale brokerage for 3 years. This then led to the opportunity to become a Professional Indemnity Underwriter before leaving to start a family.

Upon returning to work, Sarah’s role is now the Compliance Manager along with specialising in Professional Indemnity and assisting other brokers in the office by helping to develop their underwriting & compliance skills – something which she takes great satisfaction from.

Kaylene Marks

General Insurance Broker

Kaylene Marks

General Insurance Broker

Specialising in Business Insurance & General Insurance.

Kaylene joined Ausure in 2013 and brings over 10 years’ experience in the general insurance industry. She is passionate about the industry and takes pride in providing her clients with the best possible service.

Kaylene is Tier 1 Compliant, and has a Certificate III in Business Administration, a Diploma of Financial Services (Insurance Broking) and is a Certified Insurance Professional (CIP) with ANZIIF.

Laura Belcher

General Insurance Broker

Laura Belcher

General Insurance Broker

Specialising in Business Insurance, Farm Insurance & General Insurance.

Laura joined Ausure Echuca in 2013 after beginning her career in insurance two years earlier whilst working for a brokerage in Shepparton. Laura has recently taken over her own book of business – she is enjoying working with and advising all her new clients.

Laura is Tier 1 Insurance Broking compliant, and holds a Diploma of Financial Services (Insurance Broking).

Rebecca Buchanan

General Broking Assistant

Rebecca Buchanan

General Broking Assistant

Specialising in Business Insurance & General Insurance.

Starting at Ausure Echuca on a traineeship in 2010, Rebecca has recently returned to work after starting a family. She works closely with all the Broking team, along with assisting the running of the day to day matters in the business.

Rebecca has completed Certificate III in Business, and is Tier 1 General Insurance Broking compliant.

Vanetta Clack

General Broking Assistant

Vanetta Clack

General Broking Assistant

Vanetta joined Ausure in February 2020. She comes from a background in retail and administration roles.

Vanetta applies her friendly and professional manner to the receptionist role, whilst also assisting the General Insurance Brokers and the rest of the office with general administration tasks.

In her spare time Vanetta is an avid reader, enjoys baking and crafting, and spending time with her family.

Christine Costello

General Broking Assistant

Christine Costello

General Broking Assistant

Karlie Verbeek

General Broking Assistant

Karlie Verbeek

General Broking Assistant

Lisa Mayne

Reception & General Broking Assistant

Lisa Mayne

Reception & General Broking Assistant

Financial Planning Team:

Barbara Kelly

Financial Planner

Barbara Kelly

Financial Planner

Specialising in Superannuation, Retirement Planning & Personal Risk Insurance.

Barbara has worked in the financial planning industry since 1999, beginning at a local financial planning firm before joining Ausure in February 2020.

Having been a Financial Planner since 2011, Barbara has continued to study over the years to remain up to date with the ever-evolving financial planning industry and legislative changes.

Barbara is committed to working with our clients to help them achieve their retirement and lifestyle goals and also ensures they have the best possible advice to protect their family’s wealth. She believes that sound advice and planning is the key to improving your financial position.

In 2020, Barbara successfully completed the FASEA Financial Standards Authority exam.

Her other qualifications and memberships include :

* Graduate Certificate of Financial Planning through Deakin University
* Diploma of Financial Services (Financial Planning)
* Advanced Diploma of Financial Planning
* Associate Member of Financial Planning Association (FPA)

Sally McHale

Financial Planning Administration Manager

Sally McHale

Financial Planning Administration Manager

Specialising in Life Insurance & Financial Planning.

Sally has over 8 years administration and client services experience in the Financial Planning industry.

Sally assists Tim, Paul, Maggie & Barb with all their financial planning administrative requirements including processing client service requests and maintaining client accounts.

In her spare time, Sally loves spending time with her family & friends, weekends away and generally just being outdoors.

Kim Perkins

Paraplanner

Kim Perkins

Paraplanner

Specialising in Life Insurance & Financial Planning.

Kim originally commenced working for Ausure in 2007, then briefly relocated to Darwin in 2011 before starting a family and returning to Echuca.

Since then, she has returned to Ausure in the position of a Paraplanner, assisting Tim, Paul, Maggie & Barb in preparing formal financial advice documents for clients.

Kim holds a Diploma in Financial Services and has over 10 years experience working in the financial planning industry. This is an area that she is passionate about and thoroughly enjoys.

Finance & Lending Division Team:

Rowena Dale

Mortgage Broker

Rowena Dale

Mortgage Broker

Specialising in Equipment & Asset Finance, Home Loans & Business Loans

Rowie started with Ausure in November 2020 as Finance & Lending Assistant, and has recently completed her studies and obtained her Certificate in Financial Services.

Rowena relocated back to Echuca from Melbourne and is excited by her new career in Mortgage & Lending.

Jordan Collins

Finance & Lending Broker Assistant

Jordan Collins

Finance & Lending Broker Assistant