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Let us introduce ourselves

Lee O'Connor - Director

 

AFS Representative Number: 315722 

Lee has been in the insurance industry for close to 25 years and has held a diverse range of roles spanning a number of different organisations, both in the UK and here in Australia.

 

During this time, he has gained knowledge and experience through a variety of positions including Brokers Assistant, Domestic and Commercial Underwriting Assistant, Underwriter for Schemes and Facilities with Lloyd’s Syndicates, Operations Director for an Underwriting Agency, which included Team Management, and Direct Sales Representative for one of Australia's largest Business Insurance providers.

 

His areas of specialty include:

 

  • Transport & Logistics

  • Engineering & Fabrication

  • Commercial & Residential Strata Property

  • Catering & Hospitality (including Fast Foods, Cafes, Restaurants, Bars, Taverns & Hotels)

  • Food & Beverage Manufacturing, Wholesaling & Retailing (including Specialty Foods and Import & Export risk exposures)

 

As owner and founder of Proactive Insurance Management, his vision is to share this knowledge and experience with his clients. His aim is to enable customers to make informed decisions, in relation to managing risk exposures within their businesses, and to secure the right insurance protection that best suits their needs and circumstances.

 

 

Nicholas Cooper - Specialty Risk Adviser

 

AFS Representative Number: 414688 

As our Specialty Risk Adviser, Nicholas has a focus on assisting and managing clients with either a unique or complex risk profile. His areas of speciality include:

 

  • Complex SME (including Hard to Place Risks)

  • Mining, Resources & Energy

  • Construction & Engineering

  • High Net Worth

  • Contract Reviews

 

He has an extensive skill set, gained through over 30 years Industry experience. During this time he has held numerous and varied positions across Technical, Sales, Management and Ownership roles, within SME, Corporate and International organisations in Western Australia, Queensland and Victoria. 

 

Nicholas is also available to assist all clients of Proactive with any matters that involve technical risk assessment or advice. This often includes areas such as:

 

  • contractual reviews of insurance and risk requirements in tenders, contracts and agreements;

  • specialist advice around structuring unique insurance programs for difficult, complex or hard to place risks;

  • or assistance with understanding the benefits of utilising and maintaining a well documented set of proceedures and guidelines, to help minimise risk.

To find out more about Proactive, and to see what we can do for your business, contact us today.

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These are a selection from over 150 insurance providers, both locally and internationally, which we have access to. So whether it's a Business Package Insurance policy you're after or something more niche, such as Hole-In-One cover for a Golf Tournament, we'll be able to find the right cover for you.

Our Underwriter & Agency Partners

Call or Fax

T: +61 8 6365 4525

F: +61 8 6316 1408
 

Mail

PO Box 832

HILLARYS WA 6923

Visit

Unit 10/30 Dellamarta Road,

WANGARA WA 6065

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General Advice Warning - retail clients *
General advice on this website has been prepared without taking into account your objectives, financial situation or needs. Before acting on the advice, please consider its appropriateness. You should also consider our disclosure documents, which include our Financial Services Guide (FSG) and Product Disclosure Statements (PDS) for some products.

 

Privacy Policy

You can view our organisations Privacy Statement here

 

Terms of Engagement

This sets out our proposed scope of services to you and can be viewed here. Once you have instructed us to act as your insurance broker, these terms will apply for the term of our engagement.

 

Code of Practice

You can view the Insurance Brokers Code of Practice here

*Retail clients are individuals or those purchasing an insurance product for use in connection with a small business where the product is a designated retail product (eg motor vehicle, home buildings, home contents, personal and domestic property, sickness and accidental and travel insurance). All other clients are wholesale clients.

 

LEAM Group Pty Ltd trading as Proactive Insurance Management AR License No. 402452 

As Corporate Authorised Representatives of Sparaxis Pty Ltd ABN: 44 009 265 105 AFSL: 245406

  2021 Proactive Insurance Management

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