ABOUT THE TEAM

In the year 2000 Insuria started out as a dream to service clients with the passion and precision they deserved. The vision was to design central repository for client details and relating particulars to be captured and synchronized real time across the office network. Insuria has grown in capacity with the additional skills and development of new partners and our design team. The Insuria team strives to design and maintain a world class financial planning system. A product that will enable and assist financial planners to reduce turn around time increasing access to information making better decisions and improve overall customer satisfaction.  Insuria Designed by Users for Users.

Tristan Cawood - Finanical Planner and Key Individual

A registered Assosiate Financial Planner (AFP) with FPI. 4 years experience as a financial planner working with Insuria Financial Services. Currently completing his BCom Financial Planning Final Year having completed his Supervision, RE1 and RE5 Industry Accreditations.

Rhett Cawood - Finanical Planner and System Engineer

Involved in the insurance industry for 31 years, having processed client details, reports, FNA's and all other documentation the same way the insurance industry has been functioning for years. The frustration and belief that there must be an easier, faster and smarter way inspired me to design Insuria. I believe I have a unique talent I was involved in computers from the age of six. I have worked extensively with the hardware and software and designed my first program at the age of 8? I have subsequently combined my two skills for programming and insurance to develop Insuria. The design of Insuria has been enhanced by the input and feedback from some of the top Advisors in the insurance Industry.

JP Le Roux - Finanical Planner

Assosiate Financial Planner (AFP) with FPI. 12 years experience as a financial planner. Completed his Supervision and RE1 and RE5 Industry Accreditations.

Ashley Jansen van Vuuren - Finanical Administrator

4 years experience as a financial planning administrator. Has Started her training as a financial planner and administers all aspects of business functions for Insuria Financial Services.

Helen Dobbins - Finanical Administrator

1 year experience as a financial planning administrator.

Sam Cawood - Financial Consultant and Software Evaluation

Certified Insurance Consultant, specialising in software evaluation, testing and debugging.