Brad is the founder of The Outlook Group, Australia’s only TEP market participant. A Fellow Chartered Accountant and Financial Adviser, he brings over 35 years professional experience to a highly niche market, including; sourcing policies, technology innovation, systems development, distribution and marketing of this asset class in Australia, UK and Europe.
Gigi has over 20 years’ experience in marketing and acquisition . With a strong background in communication and client liaison, she focuses solely on the purchasing of whole of life policies, as the starting ingredient to becoming a TEP.
Donna brings over 25 years’ experience in commercial skills in people management and transaction processing . This assists in the smooth processing of acquiring a policy and converting this to a TEP ready for purchase by the investor.
The Outlook Group is a strong believer in securing the best possible services for its business model. We actively secure external contractors, (some of whose tenures run for 20+ years), to assist the business with;
- Product design
- Investor relations