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Profile - Peggy Stapleton
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Peggy Stapleton
Authorised Representative
Level 8, 1 Castlereagh Street
Sydney NSW 2000
Tel: (02) 9320 6666
Fax: (02) 9221 8428
Mob: 0425 231 606
Australian Securities and Investment Commission (ASIC) Authorised Representative number is 255606
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Peggy has been in the insurance industry for over 30 years where she commenced as a trainee with the AMP Society and progressed through areas of customer support, management, recruitment and finally into sales consulting and servicing a large business client register.
Early in the 1990’s Peggy became one of the first women agents operating a very successful insurance agency with a large Insurance Company in Sydney and regional New South Wales and has been awarded and respected over the years for sales production and service standards. Peggy has achieved extensive experience in all facets of the insurance industry and is currently undertaking continuing education and training to compliment her wealth of experience.
Peggy is committed to her clients and operates her business on the basis that her professional personalised service and genuine advice in regard to risk insurance strategies will benefit and protect families, businesses, farms and assets with the basis of the advice firmly on each client’s individual preferences, price and objectives.
Services
Peggy is authorised to provide the following services and advice to you:
- Risk Planning Management
- Superannuation Advice
The advice contained herein does not take into account your particular objectives,needs or financial situation. Before making a decision regarding the acquisition or disposal of a Financial Product you should assess whether the advice is appropriate to your objectives, needs or financial situation. You may wish to seek the help of an adviser. No responsibility is taken for persons acting on the information provided. Doing so, you do so at your own risk. Before acquiring a financial product you should obtain a Product Disclosure Statement (PDS) relating to that product and consider the contents of the PDS before making a decision about whether to acquire the product.
Registered Office: Level 13, 347 Kent Street Sydney NSW 2000
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